China Stocks: Seeking Alpha Analysts Vs. Wall Street

Seeking AlphaMar 21 08:55 ET

Trending Stocks Today: KINTOR PHARMA-B Soars 45.61%

Moomoo NewsMar 21 03:45 ET

Trending Industry Today: BYD COMPANY Leads Losses In Electric Vehicles Stocks

Moomoo NewsMar 21 01:50 ET

[Brokerage Focus] Guozheng International: The pullback in Hong Kong stocks provides a buying opportunity, with companies like Smol waiting to unleash their potential, maintaining a “Buy” rating.

Jinwu Financial News | Guozheng International released a Research Report pointing out that the Hong Kong stock market has recently undergone adjustments. After rising for 4 consecutive days, on March 20, the Hong Kong stocks significantly corrected, with the tech Sector leading the decline. The Hang Seng Index opened slightly lower at 17 points to 24,753 points before plummeting, dropping to a low of 24,186 points in the afternoon, and ultimately closing at 24,219 points, down 551 points or 2.23%. The Main Board's trading volume reached 294.9 billion Hong Kong dollars, an increase of 8.5% compared to the previous day. In terms of Hong Kong Stock Connect trading, after a large net Inflow on March 19, there was a net Outflow on the 20th, amounting to 0.408 billion.

Golden Financial NewsMar 21 01:46 ET

Trending Industry Today: BYD COMPANY Leads Losses In Automobile Stocks

Moomoo NewsMar 21 01:00 ET

CICC: Maintains XIAOMI-W "Outperform Industry" rating and raises Target Price to 70 Hong Kong dollars.

CICC released a Research Report stating that it maintains XIAOMI-W (01810) an "outperforming the Industry" rating, with the Target Price raised by 14.9% to 70 HKD. Xiaomi Group's revenue in the fourth quarter of last year grew by 48.8% year-on-year to 19.01 billion HKD, exceeding the bank's expectations by 1.8%. Adjusted net profit increased by 69.4% year-on-year to 8.32 billion RMB, including losses from the Autos business of 0.7 billion RMB, which surpassed the bank's expectations by 24.6%. CICC pointed out that due to increased investments in innovative businesses such as electric vehicles and AI in the short term, the forecast for this year's adjusted net profit has been lowered by 5.3% to 38.44 billion RMB.

Sina Hong Kong stocksMar 21 00:55 ET

The "gap" in the implementation of the DeepSeek large model integrated machine | Depth

① The customer demand for the DeepSeek all-in-one machine has significantly increased, more than doubling compared to the customer density brought by ChatGPT in the previous two years. ② Currently, there is a severe shortage of relevant technical talent in government and enterprises, and there is a considerable gap between large models and their Business implementation.

cls.cnMar 20 23:08 ET

The training tool for Siasun Robot&Automation is here! The embodied intelligence simulation platform "Ge Wu" is officially released.

① It is reported that "Ge Wu" integrates advanced reinforcement learning frameworks and multimodal motion control technology. ② Professor Ye Linqi, an open-source contributor to the "Ge Wu" platform, believes that future embodied intelligence needs to meet the most basic survival needs. ③ Brokerage firms believe that the second half of 2025 will be a stage for the rapid advancement of humanoid robot commercialization.

cls.cnMar 20 23:04 ET

Dahua Jixian: Maintains XIAOMI-W (01810) "Buy" rating and raises Target Price to HKD 63.9.

For the fiscal year 2025, Xiaomi has once again raised its electric vehicle sales target to 0.35 million units, while the Smart Phone shipment is expected to exceed 0.18 billion units due to an increase in market share.

Zhitong FinanceMar 20 21:46 ET

The Index may return to adjustment in the short term, with a focus on the Diffusion opportunities in the Marine Economy as the theme rotation accelerates.

Track the entire lifecycle of the main Sector.

cls.cnMar 20 21:27 ET

【Brokerage Focus】Zhongtai International: Hong Kong stocks are adjusting at a high level, and the Federal Reserve is slowing its balance sheet reduction.

Jinwu Financial News | On March 21, Zhongtai International's morning report stated that on March 20, the Hong Kong stock market's Large Cap experienced a high-level adjustment, with the Hang Seng Index opening at its highest point of the day, followed by a continuous decline, eventually dropping by 551 points or 2.2%, closing at 24,219 points; the Hang Seng Tech Index fell by 3.4%, closing at 5,836 points. The overall market transaction amount increased to over 294.9 billion HKD, with a net Outflow of 0.407 billion HKD from the Hong Kong Stock Connect. In terms of market performance, Hong Kong stocks faced widespread declines, with thematic stocks, heavyweights, and high-performing stocks all falling, while only a few stocks in oil, Biomedical, Marine Transportation, utilities, and Autos went against the trend and rose.

Gold Warrant Financial NewsMar 20 21:24 ET

Highlights from the brokerage morning meeting: Large models are driving the middle platform into a new phase, and the Technology Hardware Industry Chain is expected to benefit.

In today's Brokerage morning meeting, Soochow believes that the commercialization of non-invasive brain-machine interface products is expected to accelerate; HTSC stated that the growth rate of parcel volume in the express delivery industry this year may exceed expectations; China International Capital Corporation pointed out that large models are driving the middle platform into a new stage, and the Hardware Industry Chain is expected to benefit.

cls.cnMar 20 20:27 ET

Before the "three witching hour," US stocks had a one-day rebound, quantum computing stocks plummeted, PDD Holdings briefly rose by 10%, and the Bank of England took a hawkish stance, with UK bonds turning to declines during the session.

Accenture fell over 7%; quantum computing stock D-Wave dropped 18%; after the Earnings Reports, FedEx fell over 5% in after-hours trading; Micron Technology once rose over 5% in after-hours trading. NIO declined nearly 9%, but PDD Holdings closed up 4%. After the Bank of England meeting, UK bond yields experienced a V-shaped reversal, and UK stocks halted a six-day rally. The USD reached a two-week high. Brent crude oil rose nearly 2% to create a new three-week high. Gold reached a new intraday historical high for three consecutive days. Copper increased for four straight days, closing at a new historical high.

wallstreetcnMar 20 17:59 ET

Barclays Maintains Xiaomi Corp. Unsponsored ADR Class B(XIACY.US) With Buy Rating, Raises Target Price to $45

Moomoo NewsMar 20 13:31 ET · Ratings

Investigation | The latest progress of the Xiaomi Autos factory in Peking: Phase II completed in June, multiple buildings have topped out, and the newly acquired land has quietly started construction.

① The construction of the Phase II factory is progressing rapidly, with multiple buildings having been topped out, and workers are currently leveling the ground on site; ② Most of the residential buildings in Fangxindian Village and Xiaozhangwan Village have been demolished, and the former command center for the relocation of the Majiao Bridge manufacturing base has now also been incorporated into the construction site of the Phase II factory; ③ On the east side of the Phase II factory, a small area is under construction for leveling, which started approximately 3 to 4 days ago.

cls.cnMar 20 09:01 ET

Xiaomi SU7 Ultra "breaks out" to unlock a new racing track for Autos braking | Industry Observation

① In January of this year, manufacturers related to carbon-ceramic brake discs have started shipping in bulk. Under the 'demonstration' effect of Xiaomi Autos, other domestic car companies have begun to follow suit and initiate cooperation talks. ② With the decrease in costs, carbon-ceramic brake discs are expected to penetrate into the price range of 0.3-0.4 million for future models, and domestic manufacturers will receive more Orders.

cls.cnMar 20 05:19 ET

The qualification for visiting the Xiaomi factory has been inflated to 2,000 yuan? Xiaomi refutes the claim: false information, unrelated to our company.

According to a report from Sina Technology on the afternoon of March 20, Wang Hua, the general manager of the public relations department of Xiaomi Group, posted on his Weibo account that there have been reports circulating online stating that "the qualification for visiting the Xiaomi factory has been speculated to 2000 yuan." After detailed inquiry, it was found that the process for obtaining the visiting qualification is through online registration followed by a random draw, with no manual intervention. It was also stated that any claims of being able to "secure spots" or "sell qualifications" are false information and are unrelated to the company. Wang Hua mentioned that those who are selected will be contacted by the official customer service phone number to confirm their identity information and the information of their accompanying persons, and an event notification will be sent via SMS. The final list of visitors will be announced through Xiaomi's official channels.

Sina TechnologyMar 20 05:11 ET

UBS Group: Maintains XIAOMI-W "Neutral" rating and raises Target Price to 62 Hong Kong dollars.

UBS Group released a Research Report stating that it maintains a "Neutral" rating for XIAOMI-W (01810), raising the Target Price from 60 HKD to 62 HKD. The bank has raised its core profit forecasts for Xiaomi by 8% and 12% for this year and next, anticipating robust performance in the first quarter. UBS Group pointed out that Xiaomi Group's revenue in the fourth quarter of last year increased by 48.8% year-on-year to 1.9 billion yuan, slightly higher than expected, with adjusted Net income reaching 8.3 billion yuan, exceeding expectations, and gross margin improving by 0.3 percentage points to 12% quarter-on-quarter. The bank indicated that Xiaomi has raised its delivery target for automotive sales this year to 0.35 million vehicles, providing upward potential for electric vehicle sales in this year and next.

Sina Hong Kong StocksMar 20 05:05 ET

Investors May Be Too Optimistic About Xiaomi's EV Business -- Market Talk

WSJMar 20 05:00 ET

Hong Kong Stocks Slide as China, US Maintain Rates; Tech Stocks Plunge

MT NewswiresMar 20 04:44 ET