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Counterpoint: Lenovo (00992) Q1 2025 shipment volume increased by 11% year-on-year, continuing to hold the largest market share.
In this quarter, Lenovo and Apple performed strongly.
The short selling volume of Alibaba and Baidu stocks surged over 60%, but institutions remain bullish on the market.
① Why has the short sell ratio of Technology stocks such as Alibaba, Baidu, and Xiaomi increased recently? ② How should investors respond to subsequent changes?
Trump's softened stance towards China boosts Hong Kong stocks with two main lines! Leading fruit chain companies surged over 6%, and tech giants followed suit.
① How significant is the profit elasticity of Apple supply chain companies with respect to tariff exemptions? ② How do Institutions view the future performance of Technology stocks?
Lenovo Group Schedules Board Meeting to Review Financials and Dividend
Notification of Board Meeting
[Brokerage Focus] CMB International: The latest H20 ban from the USA will lead to fluctuations in the Server supply chain in the short term.
Jinwu Financial News | Zhiyin International indicates that NVIDIA disclosed that the USA government notified on April 9 that exports of H20 chips to China and other D5 group countries require a license, with the new requirement to be implemented "indefinitely." Since 1Q25, driven by DeepSeek, China's CSP continues to increase H20 Server Orders, with $16 billion worth of H20 chips ordered in 1Q25, corresponding to 1.3 million H20 chips and 0.16 million AI servers. The bank estimates NVIDIA's $5.5 billion inventory impairment provision corresponds to 1.1 million H20 chips and 0.138 million AI server shipments, while in 2.
