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Trending Industry Today: BIDU-SW Leads Gains In HKEX Secondary Listings Stocks
Can the AI boom driven by Baidu's open-source large models and Tencent's chip purchases in the Hong Kong stock market continue?
① How does Baidu's strategy of freely opening up and planning to open source large models affect its long-term competitiveness in cloud business and ad monetization? ② Tencent's increased procurement of H20 chips to support the implementation of large models, does it mean that the domestic computing power infrastructure still highly relies on overseas supply chains?
How to grasp the main line in a volatile market? Technology and Consumer dual-driven may be key.
Yesterday, the market fluctuated throughout the day, with a single-day transaction volume shrinking by over 200 billion. After experiencing last Friday's significant rise in volume, the Index's decline in volume and retracement is also reasonable, and the subsequent view will still lean towards a fluctuating upward structure.
[Brokerage Focus] BOCOM INTL suggests that consumer policies will drive an increase in growth rates across multiple categories, expecting a continued growth trend in the e-commerce industry in the first quarter.
Jinwu Financial News | BOCOM INTL stated that from January to February 2025, the adjusted year-on-year growth rate of physical e-commerce online retail sales is 5.0%. In terms of categories, the expansion of the trade-in subsidy range driven by mobile phones has accelerated growth in communication equipment (+26%), household appliances still have double-digit growth (+11%), and Furniture is also seeing recovery. The bank expects the growth trend in the e-commerce Industry to continue in the first quarter, benefiting from the expansion of national subsidies and the recovery of demand in the household appliance Industry as the home decoration season begins. The contribution of Alibaba's Taotian technology service fee and the gradual penetration of the entire site (reaching 30%) are driving an upward trend in monetization rates. JD.com expects the advantageous national subsidies will contribute to the electric products category.
Express News | Trump: Xi Will Be Coming “in the Not Too (Not 'to') Distant Future”
Bull of the Day: JD.com (JD)
