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Not just in payments, ANT GROUP CO., LTD. 's "transformation" leads the way into general AI.
① ANT GROUP CO., LTD. has adjusted its CTO line and established the AGI (General AI) department this year, directly led by CTO He Zhengyu, focusing on general AI algorithms and applications. ② ANT GROUP CO., LTD. has also increased investments in embodied intelligence, AI glasses, and other areas, attempting to find more breakthrough points beyond large models.
Tech giants like Tencent are actively supporting the shift from "export to domestic sales."
Relieve the pressure on foreign trade enterprises.
JPMorgan: The impact of Trump's tariffs on Chinese concept stocks in the Internet sector is limited.
① Analysts at JPMorgan believe that the impact of USA tariffs on Chinese Internet companies (excluding cross-border e-commerce) is limited, with an effect on online consumption potentially less than 0.5%; ② A report by Jinrui Fund points out that the revenue share of Chinese Internet companies in the USA market is less than 2%, primarily serving China's huge consumer market of 1.4 billion people. ③ JPMorgan expects that PDD Holdings will be the most affected by the tariffs, while Tencent and NetEase are more defensive.
The CSI Consumer 360 index is rebounding after hitting the bottom, banks stocks are performing strongly against the trend, and under the continuous shrinking environment, defense may become the main melody for short-term trading.
Track the entire lifecycle of the main Sector.
Several listed Banks responded to the impact of the tariff war: it may affect loan demand and interest margins, and risk control thresholds will shift forward.
① Fully recognize the pressure that USA tariff policies may bring on loan demand and net interest margins. ② If the tariff disputes escalate further, it is believed that corresponding industrial or financial policies will be implemented to provide support.
As the market warms up, Chinese concept stocks are facing a dual choice, and the Hong Kong market may return to being the center of IPOs.
① In the changing landscape of Global trade, Hong Kong, as an international financial center, will welcome a new development scenario, implementing various measures to strengthen its unique market position as a "super connector"; ② Foreign Analysts point out that the delisting risk faced by Chinese concept stocks may lead Hong Kong to become an IPO center once again; ③ It is worth noting that, under the delisting risk for Chinese concept stocks, a choice will be made between returning to the A-share or Hong Kong stock market.
SpyderCall OP : @102640653
I'm still bearish at the moment. I need to see more upside. But if there was a solid technical level to buy in, then the fib levels are great for that. I still need to see more upside
SpyderCall OP SpyderCall OP : I'm checking out tencent and baba. give me a few minutes for those
102640653 : Agreed I’m also waiting for the first zone to be broken 18550-18620. I am also looking at sse index as hangseng just closely follow its movement. It’s just like sse is leading its way n the rest of the index mainly china a50, hangseng follows together . Thanks .
102640653 : Just look at sse movement . Good movement with China a50 but hongkong slow to follow in afternoon .
102640653 : Usually in afternoon trade hangseng would be consolidating n after 3 will make some moves but today is exceptional. Something more is there . All the heavyweight r picking up again after lunch . Just keep. An eye open.
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