China's Policy Reforms Gain Momentum

Moomoo News Global06:32 ET

Trump threatened to abolish the chip law: they took the money but did not spend it, it is better to use it to pay off debt.

Trump stated yesterday that USA lawmakers should abolish the Chips Act, which provides $52.7 billion in subsidies for Semiconductor manufacturing and production, and that this money should be used to pay off debt. Some officials expressed concerns and criticisms regarding Trump's remarks.

wallstreetcn02:42 ET

Express News | Hong Kong Stocks Rise After China Announced a Series of Economic Targets for 2025 During the Two Sessions

Moomoo 24/720:50 ET

The market may continue its short-term rotation pattern, Siasun Robot&Automation and AI computing power are warming up, and the RISC-V Concept is gaining short-term attention.

Track the entire lifecycle of the main Sector.

cls.cn20:24 ET

Hong Kong stock morning report | The USA fires the first shot in a comprehensive trade war, the three major US stock indices fall while Chinese concept stocks rise against the trend.

① The USA's tariff measures against Mexico and Canada officially took effect on Tuesday, after which both Canada and Mexico launched a comprehensive counterattack. The US Secretary of Commerce stated that Trump is considering reducing some tariffs on Mexico and Canada. ② China has continuously introduced countermeasures against the USA. ③ Zelensky stated he is ready to sign agreements with the USA regarding minerals and security at any time. ④ The three major US stock indexes fell on Tuesday, while most China Concept Stocks rose against the trend.

cls.cn18:16 ET

Jensen Huang strongly supports the "physical AI," and Goldman Sachs has organized the list of publicly listed companies.

According to Goldman Sachs, autonomous driving, AI equipment, and robot automation are currently the most important areas of physical AI application. In the field of autonomous driving, Goldman Sachs specifically mentioned Uber Technologies, Pony.ai, BYD, Li Auto, Xiaomi, and Baidu. Regarding AI equipment, Goldman Sachs is Bullish on Horizon Robotics, Mobileye Global, AAC TECH, and Quanta Computer. In robot automation, Goldman Sachs is most focused on Harmonic Drive Systems, Yaskawa Electric Machine, Zhejiang Sanhua Intelligent Controls, and Shenzhen Inovance Technology.

wallstreetcnMar 4 01:47 ET