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Market Chatter: Apple Files Legal Complaint Against UK Government's Encryption Order
Will the 52 billion dollar subsidy become history? Trump calls for the termination of the Chip Act.
Trump calls for the termination of a landmark $52 billion chip subsidy program.
Trump's Congressional Address: Taps Elon Musk For Government Overhaul, Revives 'Drill Baby Drill' For Energy Boom
Apple Challenges UK's 'Backdoor' Order In Landmark Legal Case After Trump Compares Directive To China-Style Surveillance: Report
China Reform Securities looks forward to the Internet opportunities in 2025: Bullish on the value reassessment of Alibaba Cloud and the reshaping of Tencent's application ecosystem.
Huachuang Securities released a Research Report stating that if the industry reshaping brought by open-source large models is similar to that of the USA in 2023, the first insight may be that cloud revenue, subscription revenue, and advertising revenue are the areas most likely to materialize in the first phase. Understanding the business model of M7 can help identify the most worthwhile investment directions in this round. The second insight may be that the investment value of weighted stocks this year will be strengthened, unlike the previous two years where the dominant logic was fully reflected. Internet giants like Alibaba (09988) and Tencent (00700) may show similar allocation value. The main points of Huachuang Securities are as follows: Review: Since 2023.
US stock market closing: USA launches a full-scale trade war, stock indices fluctuate dramatically and collectively fall.
① Most China Concept Stocks closed up, the Nasdaq China Golden Dragon Index rose by 1.95%; ② Apple launched the iPad Air with M3 chip and new Magic Keyboard; ③ Canada announced it will impose a 25% tariff on US commodities worth 155 billion Canadian dollars; ④ The US Secretary of Commerce stated that Trump may cut tariffs on both the USA and Mexico tomorrow.
