Hong Kong stock morning report｜U.S. stock three major indexes closed lower, Chinese concept stocks showed divergent trends, USD has fallen for three consecutive days.

① In March, inflation in the USA cooled significantly, but economists warn that the impact of Trump's tariffs is about to become apparent. ② The three major U.S. stock indexes collectively closed lower on Thursday, with the Nasdaq down 4.31%; China Concept Stocks showed mixed performance. ③ The EU has suspended countermeasures against U.S. tariffs, with Von der Leyen indicating that further actions may still be implemented. ④ The USD reached a six-month low, international oil prices fell over 3%, and gold prices hit a new historic high.

cls.cn19:03 ET

Under the Deepseek effect, Goldman Sachs puts cold water on the Datacenter boom: the Global Datacenter utilization rate has reached its peak.

From the release of DeepSeek, which is a low-cost competitor to ChatGPT, to Microsoft scaling back its Global AI Datacenter projects, and Alibaba Director Zhang Yong warning about a bubble in USA AI infrastructure investments, multiple warning signals are flashing: the boom in AI Datacenters may soon be facing a cool down.

wallstreetcn18:10 ET

Alibaba Bets Big On AI With New Cloud Tools As Jack Ma Reemerges In Company Comeback

Benzinga13:16 ET

On April 9, Alibaba-W (09988.HK) spent 27.946 million USD to repurchase 2.269 million shares.

Gelonghui April 10丨Alibaba-W (09988.HK) announced that on April 9, it spent 27.946 million US dollars to repurchase 2.269 million shares.

Gelonghui FinanceApr 10 06:32 ET

The Hong Kong stock market has recently experienced huge fluctuations, with the Short Sell volume of some Technology stocks skyrocketing by 8 times.

① Recently, Hong Kong stocks in the Technology Blue Chip sector have been significantly Short Sold. Does this reflect the market's concerns about the Industry's fundamentals or policy risks? ② The recovery of economic data in China coexists with the wave of Short Selling in Hong Kong stocks. Can these "policy bottom" signals hedge against the Short Sell pressure on Hong Kong stocks?

cls.cnApr 10 02:36 ET

In March, the retail sales of 50 key large retail enterprises nationwide decreased by 0.3% year-on-year, a decrease that is smaller than in the previous two months.

In March 2025, retail sales of 50 key large retail enterprises nationwide (mainly in the department store format) decreased by 0.3% year-on-year, with the decline narrowing by 4.3 percentage points compared to January and February, indicating the inherent momentum for improved Consumer sentiment and market resilience.

Zhitong FinanceApr 10 02:10 ET