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Choosing between A-shares or Hong Kong stocks, Technology or non-Technology? Goldman Sachs' Research Reports respond to two major hot topics in investing in China.
① Currently, should investors continue investing in Hong Kong Stocks or shift to the A-share market? Should the focus be on the Technology Sector or shift to Consumer, Real Estate, and other non-Technology sectors? ② On Wednesday, Goldman Sachs' chief China Stocks strategist, Liu Jinjing, provided an analysis in his report.
Hong Kong Stock Morning Report | US stock index closed higher while Chinese concept stocks fell, Morgan Stanley raised the target point for the Hang Seng Index.
① The results of the Saudi talks between the USA, Russia, and Ukraine have been disclosed, achieving a consensus on a ceasefire in the Black Sea. ② Consumer confidence in the USA further deteriorated in March. ③ The three main US stock indices rose on Tuesday, while China Concept Stocks declined. ④ Data shows that the US stock market is in a state of "Institutions fleeing, retail investors buying heavily." ⑤ According to sources, Trump is considering implementing a two-step tariff system on April 2. ⑥ Morgan Stanley has raised the year-end target point for the Hang Seng Index.
Bilibili-W (09626.HK) announced its annual performance with a significant narrowing of the net loss by 72%, achieving 6 billion yuan in positive operating cash flow.
On March 25, Gelonghui reported that Bilibili-W (09626.HK) announced that in 2024, driven by rapid growth in advertising and mobile game Business, the company's total annual revenue increased by 19% year-on-year, reaching 26.8 billion yuan. Thanks to the ongoing optimization of the advertising product matrix and infrastructure upgrades, the company's advertising revenue grew by 28% year-on-year. Meanwhile, due to innovative breakthroughs in the strategy game sector, the company's mobile game revenue increased by 40% year-on-year. The strong growth of these high gross profit Businesses drove the company's gross profit to grow by 61% year-on-year, with the annual gross margin rising to 32.7%.
BILIBILI-W: ANNUAL RESULTS ANNOUNCEMENT FOR THE YEAR ENDED DECEMBER 31, 2024
20-F: FY2024 Annual Report
After the low-key release of DeepSeek-V3, the industry was shocked and once again questioned the Silicon Valley model.
① DeepSeek released the V3-0324 model on Monday evening, with preliminary tests showing that it can run on Consumer-grade Hardware, breaking the traditional notion that large models require a Datacenter; ② DeepSeek's model continues to reduce the energy consumption and computing costs of large models while maintaining an open-source approach to continuously drive technological innovation, leading to the rapid development of the domestic AI Industry and raising questions about Silicon Valley's closed and paid model.
Settlement : Why did it drop significantly.