Open Source Securities: Humanoid Robot Global Strategy High Ground Domestic Operating Systems welcome a "comeback" moment.

Keen on the development of domestic robot operating systems, benefiting symbols: Kyland Technology (300353.SZ), Saimo Technology (300466.SZ).

Zhitong Finance21:14 ET

[Brokerage Focus] CITIC SEC expects overall revenue in the Computer Sector to show steady growth in Q1, with high prosperity maintained in areas such as AI, Xinchuang, and computing power.

Jinwu Financial News | CITIC SEC stated that Q1 is usually a low season for the Computer Industry's annual performance, with Q1 revenue and profit accounting for a lower percentage of the entire year, and profit being more affected by revenue fluctuations. Therefore, the institution mainly focuses on forward judgment on revenue. In Q1 2025, it is expected that the overall revenue of the Computer Sector will show steady growth, with AI, innovation, and computing power directions maintaining a high level of prosperity, and cyclical sectors are likely to gradually stabilize. Looking ahead to 2025, seize the opportunities of the 'AI mainline', gradually shift from computing power to focusing on application implementation, while considering the marginal changes in structural demand and points of policy effort, and layout high-certainty opportunities and the direction of bottom recovery.

Jinwu Finance News20:47 ET

Hong Kong Stock Market Morning Report | AI and other key areas receive renewed attention, DeepSeek becomes the fastest growing AI tool in the Global market.

① The Ministry of Industry and Information Technology will focus on key areas such as AI and critical software, nurturing a batch of platforms for the transformation of innovative achievements. ② DeepSeek's monthly visits exceed ChatGPT. ③ Huawei: Global sales revenue in 2024 is 862.1 billion yuan, with a Net income of 62.6 billion yuan. ④ Li Auto's internal sales target for this year: 0.7 million units for the entire year, with 0.05 million units for pure electric.

cls.cn19:05 ET

After nearly four years, the Fund has once again reduced its shareholding in Semiconductor Manufacturing International Corporation.

① Xin Xin Hong Kong, holding more than 5%, has reduced its shareholding in Semiconductor Manufacturing International Corporation by 11.3 million shares, resulting in a new shareholding ratio of 6.91%; ② Xin Xin Hong Kong is a wholly-owned company of the Fund Phase I, and it has been nearly four years since the last shareholding reduction. The Fund Phase II has not announced a reduction plan since it was released from the ban in July 2021.

cls.cnMar 31 11:14 ET

Express News | Smic Says Xinxin Hongkong Capital Cuts Stake in Co to 6.9% From 7.1% on March 28

ReutersMar 31 07:17 ET

The pattern of "weak performance of the technology stocks" in the Hong Kong stock market is intensifying. What direction will the market take next?

① Currently, the profit growth of Hong Kong stocks mainly relies on the optimization of profit margins in the Technology Sector rather than revenue expansion. Does this imply that the foundation for sustained market growth in the future is relatively weak? ② For the "Adjustment of Technology Positions + Dividend Hedging" strategy proposed by CICC, how should investors balance the conflict between short-term volatility defense and long-term strategy adherence?

cls.cnMar 31 00:00 ET