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Technology stocks are rebounding, while high-profile stocks are collectively "cooling down". The market may enter a critical period for switching between high and low performances.
Track the entire lifecycle of the main Sector.
Trump's softened stance towards China boosts Hong Kong stocks with two main lines! Leading fruit chain companies surged over 6%, and tech giants followed suit.
① How significant is the profit elasticity of Apple supply chain companies with respect to tariff exemptions? ② How do Institutions view the future performance of Technology stocks?
Byte and Kuaishou are facing a crucial showdown.
The AI video war has escalated.
Express News | China's Kuaishou: Rolls Out Measures to Support Trade Companies Expand Domestic Market
[Brokerage Focus] BOCOM INTL expects steady growth for e-commerce platforms in the first quarter.
Jinwu Financial News | BOCOM INTL released the monthly report on the Internet Industry, stating that the adjusted year-on-year growth of physical e-commerce online retail sales in Q1 2025 is 5.7%, with growth rates of 5.0% in January-February and 6.9% in March respectively. In terms of categories, the increase in national subsidies for products has accelerated the growth of communication equipment compared to Q4; the demand for home appliances has slowed down due to advance release at the end of last year, but demand has been recovering month by month since the start of the home decoration season, with growth in March accelerating compared to January-February. The bank maintains its previous views, noting that the cancellation of tax exemptions for small packages negatively impacts the profitability of low-value-added categories, logistics costs, and customs clearance cycles, and suggests paying attention to the platforms.
KUAISHOU-W (01024.HK) bought back 1 million shares for 48.59 million Hong Kong dollars on April 16.
Gelonghui, April 16丨KUAISHOU-W (01024.HK) announced that on April 16, it spent 48.59 million HKD to repurchase 1 million shares.
Cui Nyonya Kueh : Thank you, see you tomorrow!