03067 iShares Hang Seng TECH ETF
- 12.070
- +0.480+4.14%
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.
Express News | Hong Kong Stocks Rise After China Announced a Series of Economic Targets for 2025 During the Two Sessions
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.
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.
Another major bank believes that Xiaomi is a potential winner in AI, with key events expected in the coming months.
Barclays stated that the demand for Xiaomi's SU7 electric Autos is high, with a significant backlog of Orders. The introduction of new models and new factories will further drive growth. Additionally, the Chinese government's subsidy policy for home appliances and electronic products has significantly boosted Xiaomi's Business in these areas. In the future, Xiaomi plans to open large flagship stores in overseas markets and intends to start exporting electric Autos from 2027.
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.
Lei Jun's suggestions for the 2025 Two Sessions were announced: optimizing the design of New energy Fund license plates, accelerating the mass production of autonomous driving, and more.
The 2025 National Two Sessions opened today. National People's Congress representative, founder and Director of Xiaomi, and Chairman of KINGSOFT, Lei Jun, announced his suggestions for the 2025 Two Sessions on his personal public account.
The market is still in a short-term retreat phase; after the peak of Solid State Battery, disagreements may intensify.
Track the entire lifecycle of the main Sector.
Brokerage morning meeting highlights: DeepSeek reopens its source code, focusing on changes in AI applications.
At today's Brokerage morning meeting, HTSC proposed that DeepSeek be open-sourced again and focus on changes in AI applications; China International Capital Corporation believes that AI+finance is expected to reach a scaling inflection point; China Securities Co.,Ltd. stated that the performance resonance of lithium battery demand is signaling the beginning of a new cycle.
Hong Kong stock morning report ｜ Trump's tariffs hard hit the US stock market, Shenzhen supports AI development.
① Trump announced that tariffs of 25% will be imposed on Canada and Mexico. ② The three major U.S. stock indexes fell sharply, and most China Concept Stocks declined. ③ OPEC+ will continue to advance the oil production increase plan set for April, and international Crude Oil Product futures prices dropped by over 1%. ④ The PMI for U.S. manufacturing declined to 50.3. ⑤ Shenzhen plans to build several 10E-level Asia Vets computing clusters.
China Prepares to Unveil Stimulus Plan. Can Chinese Tech Stocks Surf the Surge?
NetEase, Inc. Goes Ex Dividend Tomorrow
Europeans are anxious! The EU proposes to "loosen" the domestic auto companies' emissions regulations, and the auto stocks have risen in response.
The European Commission will propose to amend the penalty scheme for Auto Manufacturers that fail to meet the 2025 carbon dioxide emission targets for cars and trucks, allowing them to reach emission-based targets within three years. European stock markets responded by rising, with the auto Sector performing particularly well, and the Auto stock Index expanding its gains to 2.3%, while Volkswagen's European shares rose nearly 5%.
Express News | Hong Kong Indexes Trade Higher, Alibaba Rise 4%, Tencent up 3%
Humanoid robots collaborate to create new tricks! Collective intelligence has become a new trend in development, opening up prospects for industrial scenario applications.
① The official WeChat account of UBTECH released a video, showcasing the Walker S series robots in a collaborative training at the ZEEKR 5G smart factory. ② This collaborative training was completed using the collective brain network Software architecture and humanoid intelligent network integration hub. ③ Brokerages believe that the iteration on the Software side is key to continuously enhancing the product strength of humanoid robots.
Global funds are focused on China and the United States! With the national two sessions, Trump's speech, and the non-farm payroll attracting everyone's attention, how will the global stock markets play out?
In the first trading week of March, a series of significant events and important economic data emerged, drawing the attention of global investors to China and the USA, the two superpowers.
The divergence in the technology stock sector is increasing, pay attention to the rotation opportunities in low-level directions such as Solid State Battery and CSI Consumer 360 index.
Track the entire lifecycle of the main Sector.
Hong Kong Stock Market Morning Report | Political Bureau meeting mentioned real estate and stock market, the US-Ukraine mineral agreement was not signed.
① The Politburo of the Central Committee emphasized stabilizing the real estate and stock markets. ② The USA and Ukraine mineral agreement failed to be signed. ③ The core PCE price index in the USA increased by 2.6% year-on-year in January, meeting expectations. ④ According to the National Statistics Bureau, the manufacturing purchasing managers' index (PMI) in February was 50.2%, an increase of 1.1 percentage points from the previous month. ⑤ Peking: Striving to promote the deployment of 10,000 humanoid Siasun Robot&Automation by 2027.
GF SEC: The Hong Kong stock market is still in the second phase of a bull market. Pay attention to these directions.
Since mid-January, Hong Kong stocks have been on a near seven-day winning streak triggered by DeepSeek's narrative of U.S.-China Technology interplaying, compounded by the easing of the Global geopolitical environment.
As high as 545%! DeepSeek has released its cost-profit margin for the first time. What is the impact on computing power?
According to DeepSeek's calculations, the theoretical daily profit of the V3/R1 inference system can reach 3.46 million yuan. The founder of Silicon-based Flow, Yuan Jinhui, commented that the V3/R1 architecture is significantly different from other mainstream models. Brokerage opinions suggest that in the medium to short term, technology giants will continue to make ongoing and large-scale investments in the field of AI computing power, which will remain a highly certain event.