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Market Chatter: Baidu CEO Predicts AI Boom in 2025
Hong Kong stock market morning report on January 3: GTJA's merger application with HAITONG SEC will be discussed next week. Institutions expect that Hong Kong stock IPO fundraising could reach 160 billion Hong Kong dollars in 2025.
① PwC predicts that Hong Kong stock IPO fundraising could reach 160 billion Hong Kong dollars in 2025. ② GTJA's merger application with HAITONG SEC will be discussed next week. ③ Alibaba's buyback plan still has a remaining quota of 20.7 billion US dollars. ④ Last November, Hong Kong's retail sales volume decreased by 8.3% year-on-year.
Baidu Inc. (BIDU) Falls More Steeply Than Broader Market: What Investors Need to Know
U.S. stocks closed: the S&P and Nasdaq recorded five consecutive daily losses while Small Cap stocks saw a surge in speculative trading.
① The three major Index opened high but closed low, with the S&P and Nasdaq recording a decline for the fifth consecutive day; ② Tesla's annual delivery data has decreased for the first time in over a decade; ③ USA AI Nuclear Power Concept stocks secured a government L of 1 billion dollars; ④ "Roaring Kitty" leads the way, Small Cap thematic concept stocks gained hype.
How Baidu (BIDU) Plans to Turn AI Into Revenue Streams
Apple Offers Discounts in China on IPhones as Competition Heats up
U.S. stocks are moving | The Nasdaq Golden Dragon China Index is up over 1%, and Xpeng Motors (XPEV.US) has risen more than 4%.
On Tuesday, the Nasdaq Golden Dragon China Index rose by more than 1%, and the China Concept Stocks, including Xpeng Autos (XPEV.US), increased by over 4%.
Express News | OpenAI CEO Sam Altman Hints at 2025 Plans: AGI Development, ChatGPT 4.0 Upgrade, and Additional Details
Hong Kong stocks morning report on December 31: The total amount of stock buybacks in Hong Kong exceeds 260 billion yuan for the year. In November, overall exports from Hong Kong grew 2.1% year-on-year.
① The company's total repurchase amount in Hong Kong stocks exceeded 263.4 billion Hong Kong dollars for the whole year. ② YUEXIU PROPERTY invested approximately 2.2 billion and jointly won a plot of land in Shanghai. ③ Guolian has completed the transfer of purchased Assets. ④ In November, exports from Hong Kong increased by 2.1% year-on-year.
U.S. stocks closed: The S&P and Nasdaq fell more than 1% for two consecutive days as the shadow of the debt ceiling looms.
① The three major indices of the US stock market continue to decline, with most tech giants weakening, and Chinese concept stocks generally closing lower; ② The issue of the USA debt ceiling is back on the table, pressuring market sentiment; ③ Ackman "promotes goods," leading to a surge in the stock prices of Fannie Mae and Freddie Mac; ④ Hesai Technology's Lidar delivery has reached a milestone.
China's EV Price Wars Hit Auto Profits, Smaller Players Struggle as Margins Shrink
Xiaohongshu is going to compete with Baidu.
Make an effort.
The Innovation Committee for AI terminal agents has been officially established, jointly initiated by Lenovo, Baidu, Alibaba, and others.
Sina Technology reported on the morning of December 27 that at the 2024 LENOVO GROUP Tianxi Ecological Partners Conference, LENOVO, in collaboration with 20 co-initiators, held the establishment ceremony of the China National Software & Service Industry Association AI Terminal Intelligence Innovation Committee. LENOVO serves as the chairman unit of the AI Terminal Intelligence Innovation Committee. Baidu Intelligent Cloud, Alibaba Cloud, Volcano Engine, Zhipu, and MiniMax are the vice chairman units, while Mianbi Intelligent, Geely Automobile Research Institute, and Wuwen Xinqiong are the committee members. The vice president of LENOVO GROUP, chief strategy officer of LENOVO China, and executive chairman of LENOVO China Technology Management Committee, Abo Li Ke Mu.
Zhejiang Zhaolong Interconnect Technology (300913.SZ): The main customers for domestic high-speed products are leading Internet Plus-Related companies, including Alibaba, Baidu, Kuaishou, Inspur, and others.
Gelonghui, December 26th, Zhejiang Zhaolong Interconnect Technology (300913.SZ) recently stated in an investor relations event that the company's domestic high-speed product main customers are leading Internet Plus-Related companies, including Alibaba, Baidu, Kuaishou, and Inspur.
Baidu, Inc. (BIDU) Is a Trending Stock: Facts to Know Before Betting on It
Research and development investments are close to the combined sum of BAT! Does ByteDance want to become China's OpenAI?
Zheshang stated that ByteDance has made huge investments in AI, with capital expenditures reaching 80 billion yuan in 2024, approaching the total of Baidu, Alibaba, and Tencent (about 100 billion yuan). Research and development investments significantly lead their peers; analogously, just as Microsoft is strongly investing in OpenAI, ByteDance in China may be comparable to OpenAI in the USA.
How Humanoid Robots and AI Will Change the Workforce
U.S. stocks close: The Nasdaq returns above 0.02 million points as Apple reaches a new high with a market cap of 3.9 trillion.
① Tesla rose by 7.36%, leading the "Seven Giants"; ② Nasdaq China Golden Dragon Index has risen for three consecutive days; ③ American Airlines announced that flights have resumed running; ④ OpenAI has discussed developing a humanoid Siasun Robot&Automation.
Bank stocks have surged for several consecutive days, and the Hang Seng Index has recovered to 20,000 points. Bullish Signals from the fiscal side are favorable for the continuation of the rebound | Hong Kong stock barometer.
① The Hang Seng Index stands above the 20,000-point mark; why is it so strong in the short term? ② The fiscal side releases Bullish Signals; can it help sustain the rebound?
What to Invest in the AI Theme in 2025