03032 Hang Seng TECH Index ETF
- 5.870
- +0.210+3.71%
Express News | The Hang Seng Tech And Hang Seng Indexes Rose. US-listed Chinese Companies And China Equities ETFs Increased In Overnight Trading
The volatility of Technology stocks has intensified in the short term, waiting for low-buy opportunities after risks are fully released.
Track the entire lifecycle of the main Sector.
Hong Kong Stock Market Early Report | NVIDIA's GTC 2025 Conference will be held in mid-March. Lenovo launched the world's first edge-deployed DeepSeek AI PC.
① Ming-Chi Kuo: The new Apple factory in Houston will produce AI servers equipped with the M5 high-end processor. ② Lenovo launched the world's first AI PC product with DeepSeek deployment at the edge. ③ Alibaba open-sourced its Wen Sheng video model, Wanxiang 2.1. ④ NVIDIA's GTC 2025 conference will hold China AI Day.
The Global AI battle is heating up! Alibaba's Wanxiang model, surpassing Sora, is open-sourced and can run on consumer-grade graphics cards.
① Alibaba officially open-sourced its video generation model, Wanxiang 2.1, including all inference code and weights; ② Wanxiang 2.1 ranked first globally in the VBench benchmark test, surpassing a number of domestic and international competitors, including OpenAI, Adobe, and Apple; ③ With the open-sourcing of the 'strongest video generation large model,' OpenAI's and Google's paid plans may need to be questioned.
The "Technology Carnival" has become a strong catalyst, public funds are gathering to research Computer and high-end manufacturing. Who will be able to capture the next doubling stock?
① Numerous Fund companies are intensifying their research efforts on the Technology Sector, attempting to uncover future investment opportunities in the technology wave, with the Computer Industry companies being the most focused on; ② Several DeepSeek Concept stocks have doubled in price this year, and Institutions believe that technology stocks, particularly those related to DeepSeek, are expected to continue to perform strongly.
Youdao Looks To Parent, Global Markets To Revive Stalling Growth
Mixed signals! Alibaba received over 28 billion Hong Kong dollars in southbound capital chasing the rise, with multiple foreign investment accounts having net Sell in the past five days.
① In the past week, southbound funds from the Hong Kong Stock Connect have chased Alibaba, exceeding 28 billion Hong Kong dollars. Does the Technology stock have an overbought risk? ② Multiple foreign capital seats have had a net Sell of this stock in the past five days; what Bearish signals have emerged in the funding situation?
A shocking turnaround! How much longer can Hong Kong stocks rise?
Aiming for 24,000?
Ice and fire coexist! The Technology sector is "hot and spicy," with crowding reaching the ceiling, while these Sectors have fallen into a "cold winter."
①As of today, the total transaction amount of the TMT and Machinery Sector has exceeded 1 trillion for three consecutive days, accounting for over 50% of the market for fifteen consecutive days. ②In terms of valuation, the PE of the Machinery, Electronics, Steel, Computer, Building Materials, and other sectors are at historically high levels. ③The crowding level in the Wind Power, Ship Manufacturing, Textile and Apparel, Tourism and Scenic Spots, Air Transportation, Banks, Coal, Oil and Petrochemical, and Thermal Power sectors is moderate to low.
Similar to 2010, DeepSeek begins the "iPhone4" moment of AI.
SWHY believes that the current stage of AI industry development is very similar to the early days of the Penghua CSI Mobile Internet Index Fund(LOF)-A in 2010, and the emergence of DeepSeek technology has greatly increased the likelihood of AI applications being implemented, similar to the role that the iPhone 4 played in promoting mobile internet applications at that time.
Are Chinese Assets rising spectacularly? Goldman Sachs: There are still many Chinese Concepts that have not followed the upward trend.
Goldman Sachs stated that among the Assets related to China, other than Technology stocks and Copper, Other Assets表现 relatively calmly. The market may have underestimated the sensitivity of these Assets to the recovery of the Chinese economy. In terms of Capital Trend, some 'smart money' has already started to act, but the overall flow of capital has not fully kept up, indicating a disconnect between market sentiment and actual actions.
Is the Hong Kong stock market welcoming a long-term bull market? Institutions state that three major cycles resonate upwards.
① What is the role of foreign capital in this round of rebound in the Hong Kong stock market and what are its potential risks? ② What core factors does the long-term bull market of the Hong Kong stock rely on?
Nvidia Sees Rush For H20 AI Chip Orders As DeepSeek Disrupts AI Market— Tencent, Alibaba, ByteDance Fuel Demand Surge
Hong Kong stock morning report | Alibaba will invest over 50 billion USD in AI over the next three years. JD.com will bear all costs of five social insurance and one housing fund for delivery riders.
① The draft of the Private Economy Promotion Law's second review proposes to add a provision that prohibits implementing fines without a legal basis. ② Tesla is reportedly preparing to update its Software in China to deploy the FSD feature, which will be launched in batches for different vehicle models. ③ Apple announced that it will invest 500 billion dollars in the U.S. to respond to the tariff threats from Trump. ④ JD.com Group: All costs related to the five insurances and one fund for delivery riders will be fully borne by JD.com.
What's Going On With JD.com Stock?
Chinese Stocks' Wild Rally Hits Pause? Wall Street Still Bets Big on Favorites
After researching the Industry Chain of humanoid robots in China, Morgan Stanley stated that the technology roadmap has not been unified, and the Industry Chain is accelerating cost reduction.
Morgan Stanley pointed out that the humanoid robot industry in China is showing an accelerated development trend, with most Chinese manufacturers planning to achieve mass production of hundreds to thousands of units by 2025. As China upgrades its technology, localizes equipment, and scales up production, it is expected to significantly reduce the manufacturing costs of humanoid robots. The cost target for Leju is to further decrease to 0.2 million by the end of 2025.
JD.com makes another move in the takeaway market: covering all costs of the delivery riders' five insurances and one fund.
① In the future, all costs of full-time delivery riders for meal delivery signed during this period, including the portion that individuals need to contribute to the five social insurances and one housing fund, will be entirely covered by JD.com. ② JD.com's entry into the meal delivery market still has vast potential, but it will also face significant challenges.
Alibaba To Invest A Massive $53 Billion In AI Infrastructure, Taking On Trump's Stargate AI Plan
Morgan Stanley: "Animal spirits" are returning to the Chinese stock market, but currently only limited to the Technology Industry.
Morgan Stanley stated that recent technological breakthroughs, last week's private enterprise symposium, and Alibaba's robust capital expenditure investment plans are all early signs of a return of "animal spirits", but this spirit is currently limited to the technology industry.