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Express News | In overnight trading, US-listed Chinese companies' shares rebound, Alibaba and Bilibili climb 3%, EV makers surge. XPeng rises 5%, Li Auto up 4%, NIO Inc soars 7%. US-listed Chinese ETFs trade higher.
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.
Another joint venture RBOB Gasoline vehicle has sparked a wave of Asia Vets.
"Oil and electricity are equally wise."
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 >>
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.
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."
