Update: Market Chatter: China's Car Sales Rebound in February

MT NewswiresMar 11 01:18 ET

【Special Contributor】Deng Shengxing: The U.S. market is turning pessimistic, which may lead to further declines in Hong Kong stocks.

Golden Wealth News | The Hang Seng Index fell by 447 points or 1.9% to close at 23,783 points on Monday (10th); the National Index dropped by 2.1% to 8,725 points; the Tech Index fell by 2.5% to 5,885 points. The total market turnover was 301.815 billion, with a net inflow of 29.63 billion yuan from southbound trading. Blue chips faced overall pressure. AIA (01299) dropped 1.4%; Hong Kong Exchanges and Clearing (00388) fell 2%; Tencent (00700) declined 3.2%; Alibaba (09988) fell 3.9%; JD.com (09618) dropped 4.6%; Meituan (03690) fell 4.7%; Kuaishou (0102

Jingwu Financial NewsMar 10 22:55 ET

The market has entered a period of reduced volume and chaos, with increasing divergence between Siasun Robot&Automation and AI. Can new hotspots break through?

Yesterday, the market continued its differentiated consolidation trend, with the three major Indexes bottoming out and rebounding slightly, while the trading volume shrank to around 1.5 trillion.

cls.cnMar 10 21:22 ET

Another joint venture RBOB Gasoline vehicle has sparked a wave of Asia Vets.

"Oil and electricity are equally wise."

wallstreetcnMar 10 21:15 ET

Hong Kong stock morning report｜Goldman Sachs states that Global allocation-type funds are increasing their positions in China. Institutions indicate that the logic of Technology reassessment has not changed.

① Yushu Technology has established a new company in Hong Kong. ② Goldman Sachs states that Global allocation funds are increasing their positions in China. ③ The logic for the revaluation of China Technology Assets by Institutions has not changed. ④ The Hong Kong Exchange has added the Thailand Exchange as a recognized securities exchange.

cls.cnMar 10 19:42 ET

It is indeed a "policy year" for Siasun Robot&Automation! Guangdong plans to promote industrial innovation and development in 12 areas.

① Recently, policies on embodied intelligent robots have significantly gained momentum: the government work report mentioned embodied intelligence for the first time, and relevant policies have been introduced in Shenzhen, Peking, and other places. ② Brokerages point out that 2025 will be the policy year for humanoid robots in China, and local governments are expected to become the main purchasers and driving forces in the humanoid robot industry. ③ In A-shares, related companies in the Industry Chain of robots from Guangdong, Shanghai, Jiangsu, Anhui, Chongqing, and Peking include these >>

cls.cnMar 10 09:24 ET

East Asian Securities: The valuation of Hong Kong Technology stocks still has room for revaluation, raising the Target Price for the Hang Seng Index to 26,000 points.

According to Zhitong Finance APP, Hong Kong stocks have recently significantly outperformed A-shares. Regarding the large gap in the performance of the two, Chan Wai Chung, senior investment strategist at East Asia Securities, pointed out that Hong Kong stocks have a higher weight in Technology stocks, while A-shares are not dominated by Technology stocks, making Hong Kong stocks more beneficial when speculating on the AI Concept.

Zhitong FinanceMar 10 08:48 ET

In February, the auto market welcomed a "small spring": the sales of 12 listed in Hong Kong and A-share companies all saw year-on-year growth.

① The data from the Passenger Vehicle Association on March 10 shows that retail sales of passenger vehicles in February reached 1.386 million units, a year-on-year increase of 26.0%; the cumulative retail sales for January and February this year reached 3.179 million units, a year-on-year increase of 1.2%. ② According to statistics from financial reporters, the sales of 12 A/H listed auto companies in February all achieved year-on-year growth. Among them, BYD, Xpeng Motors, LEAPMOTOR, and BAIC BluePark New Energy Technology achieved multiple growth.

cls.cnMar 10 06:29 ET

The Siasun Robot&Automation Industry Chain has become popular!

Is there an expectation gap!?

Gelonghui FinanceMar 10 06:03 ET

Chinese Technology stocks are "siphoning" foreign capital from Emerging Markets, with AI narratives driving Global capital reallocation.

① How does the "siphoning" of foreign capital by China's Technology stocks have a profound impact on the market? ② Driven by AI narratives, how much space is there for foreign capital to flow back into China's Assets amid global capital reallocation?

cls.cnMar 10 04:43 ET

Has the "singularity" of AI in China arrived in 2025? JPMorgan: An application explosion is imminent, DeepSeek ignites demand for computing power, and Alibaba may become the biggest winner.

JPMorgan believes that the development of GAI in China is currently at the beginning of the second stage. Alibaba is a key player in the IaaS value chain, expected to outperform peers in the second stage of GAI development, and has the potential to become a beneficiary in the third stage of applications. Additionally, Kuaishou may be underestimated, while Baidu acts as both a "shovel seller" and a "gold digger."

wallstreetcnMar 10 04:23 ET

The founder of Car fans: Xiaomi Autos added over 19,000 locking orders last week, with 25-30% being Ultra versions.

Sina Technology reported on March 10 that Sun Shaojun, the founder of Car Fans and an auto blogger, stated on Weibo that "Xiaomi's new locked orders exceeded 19K last week, with 25-30% being the Ultra version." On February 27, Xiaomi released the SU7 Ultra, priced at 0.5299 million yuan. The official Xiaomi Autos account previously stated that locked orders for the Xiaomi SU7 Ultra exceeded 10,000 in just three days after its release.

Sina TechnologyMar 10 00:11 ET

Xiaomi Group (01810) founder Lei Jun: Xiaomi Autos is considering going overseas, but the primary focus is on resolving production expansion issues.

Jinwu Financial News | According to CCTV News, Lei Jun, the founder of Xiaomi Group (01810), mentioned in an interview about the Orders for Xiaomi Autos that the company is currently investigating markets and policies globally, and preparing to go abroad at the appropriate time. The primary focus at the moment is to address the issue of a 6-7 month wait for domestic Orders and how to expand production, thus the Global layout may still require two to three years of preparation.

Golden Guard Financial NewsMar 9 21:35 ET

Amidst the divergence in technology stocks, new catalysts are emerging, and the logic of price increases in cyclical stocks may gradually attract market attention.

Track the entire lifecycle of the main Sector.

cls.cnMar 9 21:23 ET

Brokerage morning meeting highlights: It is expected that the future market size of humanoid robots will far exceed that of Autos and the 3C Industry.

In today's Brokerage morning meeting, China Securities Co.,Ltd. pointed out that the market size of humanoid robots is expected to far exceed that of Autos and the 3C Industry; HTSC believes that there is still room for improvement in the trading activity of the Star Sector; China International Capital Corporation stated that the landscape of edge AI is changing, and domestic SoCs are迎 high光 moments.

cls.cnMar 9 20:25 ET

The Mag 7 Stocks Are No Longer Magnificent. Where the Charts Say They Go Next. -- Barrons.com

Barron'sMar 7 09:54 ET

"The trend of 'the East rises while the West declines' accelerates, China’s Magnificent 7 surpasses the American stock market's 'seven giants'."

This year, China’s Technology giants launched a frenzy with a surge of 439 billion USD in Market Cap, leaving their once-unrivaled USA counterparts far behind.

Zhitong FinanceMar 7 03:14 ET

Trending Stocks Today: PROSPEROUSPRINT Surges 82.05%

Moomoo NewsMar 7 01:35 ET

IDC: The shipment volume of wrist-worn devices in China accounts for 32% of the Global market, becoming the largest market, with growth potential still in 2025.

In 2024, China will become the largest smartwatch market in the world, accounting for 32.0% of the global shipment total. As the largest smartwatch market, China's market still has growth potential in 2025.

Zhitong FinanceMar 7 00:43 ET

[Brokerage Focus] China Merchants International: As we enter the performance period in March, the overall profit forecast for the Technology Sector is expected to have room for upward adjustments.

Jingwu Financial News | Zheshang Bank International stated that against the backdrop of a recent correction in the Technology Sector from high positions and geopolitical uncertainties entering the March earnings period, it expects individual stock performances to further diverge, and the overall profit forecasts for the Technology Sector are likely to be revised upward. In terms of the Industry Chain, the Global demand for mobile phones/PCs is rebounding, DeepSeek's cost reduction is driving AI innovation implementation, national subsidies are stimulating replacement demand, intelligent driving is accelerating penetration, and AI Server growth continues. The bank believes that the Technology Industry is likely to continue outperforming the market, recommending the layout of three main lines: 1) DeepSeek accelerating edge-side AI implementation, with AI smart glasses ramping up production.

Jingwu Financial NewsMar 7 00:19 ET