28541 HSMTUAN@EC2503C.C
- 0.020
- -0.002-9.09%
Technology stocks are experiencing a crazy "roller coaster", and Xiaomi's stock price is in great turmoil! Lei Jun briefly became the new richest person in China.
The alarm for overheating in technology stocks has sounded.
Hong Kong Stocks Rebound on Renewed Tech Buying Spree
Trending Industry Today: MEITUAN-W Leads Gains In Star Tech Companies Stocks
Next, the music plays and the dance continues! The Hong Kong stock market is collectively boiling, technology stocks sound the charge, and China's "Ten Titans of Technology" launch a strong attack.
Continue playing music and continue dancing!
[Brokerage Focus] Zhuhai International: The cost of model calls is declining, and the application ecosystem is expected to gradually flourish.
Jinwu Financial News | China Merchants Jinling International released an AI-themed report, stating that the emergence of open-source large models with lower costs and better usability has lowered the development threshold for B-end Software and large models, enabling more small and medium developers to engage in secondary development based on cutting-edge models, which is expected to promote the prosperity of the Software ecosystem. For players in the AI application market, finding quality niche application areas and scenarios, and developing excellent AI applications to meet user needs through combinations of different API calls, has gradually become a market focal point. The report discusses the application scenarios of generative AI in various Industries in China and Global, along with the corresponding potential market scale.
Trending Stocks Today: MEITUAN-W Climbs 8.82%
Hong Kong stocks move | MEITUAN-W (03690) rises over 4%. The company is expected to benefit from this wave of Technology innovation, and Institutions expect a significant year-on-year increase in operating profit for Q4 2024.
MEITUAN-W (03690) has risen over 4%, as of the time of writing, it has increased by 4.54%, priced at 165.8 HKD, with a transaction volume of 3.843 billion HKD.
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.
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.
Hong Kong stock market barometer | Institutions say the Hang Seng Index is extremely overbought and needs adjustment. Short sellers in the market take the opportunity to short.
① Institutions state that the Hang Seng Index is extremely overbought and needs adjustment. Which Indicators have exceeded historical averages? ② Short sellers in the market seize the opportunity to short; how strong is the intensity of their actions?
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.
Express News | Exclusive-Starbucks CFO Ruggeri, Senior Executives Expected to Visit China in Coming Weeks to Hold Sale Talks - Sources
Express News | Exclusive-KKR, Fountainvest, Pag, Among Others, Interested in Acquiring a Stake in Starbucks China Business - Sources
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?
[Brokerage Focus] GTJA points out that in March, the focus of Hong Kong stock allocation is on responding to macro variable disturbances.
Jingwu Financial News | GTJA stated that in the current Hong Kong stock market, in terms of funds, with the stabilization of the Renminbi Exchange Rates, both Southbound and foreign capital are net inflows into the Hong Kong stock market. Structurally, the allocation of Southbound and domestic Institutions' funds is further tilted toward high dividend Sectors. As March approaches, the core pricing thought of the Hong Kong stock market: previously, external factors provided a window period for tariff policy investigations, while internal overall expectations and industrial logic jointly boosted market risk sentiment. The idea of 'repair in volatility' in the Hong Kong stock market is still expected to continue, and with ongoing catalysis in the Technology sector, the market has shifted from the rebound driven by risk sentiment in the first phase before the festival to the period around the Spring Festival.
Chinese Stocks' Wild Rally Hits Pause? Wall Street Still Bets Big on Favorites
[Brokerage Focus] Citic International points out that the valuation reassessment of Chinese Technology stocks triggered by AI has just begun.
Jinwu Financial News | Zhongtai International states that the current rise in the Hong Kong stock market is neither widespread nor a BETA market, but the revaluation of Chinese Technology stocks triggered by AI has only just begun. It is expected that after Alibaba, major companies such as Tencent (700 HK) and Xiaomi (1810 HK) will also significantly increase capital expenditures, providing solid business support and endless imagination for China's upstream AI industry. Reviewing the explosive period of the Penghua CSI Mobile Internet Index Fund(LOF)-A from 2013 to 2016, the Hang Seng Index and most comprehensive industry classification indices remained stagnant for four years, while the information technology industry classification index surged more than twice during this period. Recently, the US...
【Special Guest】Guo Jiayao: Technology stocks performed better than expected, triggering a significant Inflow of funds, supporting the Index performance.
Jinwu Financial News | Last Friday, the US stock market saw a significant decline as the latest economic data from the USA was worse than expected. The market is concerned about corporate earnings prospects, leading to a sell-off, with all three major Indices closing at significant losses. The US dollar showed a positive trend, with the ten-year Treasury yield falling to 4.43%. Gold prices were slightly weaker, and oil prices dropped significantly. The Hong Kong stock pre-trading securities performed poorly, and it is anticipated that the market will open lower in early trading. The mainland stock market rose last Friday, with the Shanghai Composite Index opening low and closing up 0.9%. The trading volume in the Shanghai and Shenzhen markets increased to nearly 2.2 trillion yuan. The Hong Kong stock market continued to be strong, with the Index showing a significant surge, reaching a three-year high, and the overall market transaction approaching 4,000.