GTJA: Lithium prices continue to show a downward trend, with signs of bottoming out.

GTJA issued a Research Report stating that although lithium prices will continue to be under pressure in Q4 2024, a significant increase in prices is unlikely, but they have already entered the bottom Range.

Zhitong Finance18:25 ET

East Asian Securities: The valuation of Hong Kong Technology stocks still has room for revaluation, raising the Target Price for the Hang Seng Index to 26,000 points.

According to Zhitong Finance APP, Hong Kong stocks have recently significantly outperformed A-shares. Regarding the large gap in the performance of the two, Chan Wai Chung, senior investment strategist at East Asia Securities, pointed out that Hong Kong stocks have a higher weight in Technology stocks, while A-shares are not dominated by Technology stocks, making Hong Kong stocks more beneficial when speculating on the AI Concept.

Zhitong FinanceMar 10 08:48 ET

Chinese Technology stocks are "siphoning" foreign capital from Emerging Markets, with AI narratives driving Global capital reallocation.

① How does the "siphoning" of foreign capital by China's Technology stocks have a profound impact on the market? ② Driven by AI narratives, how much space is there for foreign capital to flow back into China's Assets amid global capital reallocation?

cls.cnMar 10 04:43 ET

Has the "singularity" of AI in China arrived in 2025? JPMorgan: An application explosion is imminent, DeepSeek ignites demand for computing power, and Alibaba may become the biggest winner.

JPMorgan believes that the development of GAI in China is currently at the beginning of the second stage. Alibaba is a key player in the IaaS value chain, expected to outperform peers in the second stage of GAI development, and has the potential to become a beneficiary in the third stage of applications. Additionally, Kuaishou may be underestimated, while Baidu acts as both a "shovel seller" and a "gold digger."

wallstreetcnMar 10 04:23 ET

【Brokerage Focus】China Post Securities maintains a "Buy" rating for BYD Electronics (00285), expecting this year's Automotive Electronics Business to maintain a high growth rate.

Jingwu Financial News | China Postal Securities Research Reports indicate that "Eye of God" has pioneered the era of Q&M Dental Autonomous Driving, leading to high growth in the Automotive Electronics Business. BYD Electronics (00285) has an autonomous driving platform that covers low, medium, and high computing power, deeply benefiting from the popularization of autonomous driving, with a significant increase in the share of high-end autonomous driving products this year. Thermal Management products and active suspension products will begin to scale up this year, and it is expected that the Automotive Electronics Business will maintain a high growth rate this year. The firm stated that the company's smart product business layout is broad, covering downstream sectors such as household energy storage, Drones, Smart Home, gaming Hardware, and more. The company continues to invest in R&D for new products to seize market development opportunities.

Jingu Finance NewsMar 10 03:03 ET

Lithium battery stocks are generally under pressure. TSAKER NE (01986) fell by 4.11%. There is still room for a decline in the spot price of lithium carbonate.

Jinwu Financial News | Lithium Battery stocks are generally under pressure, TSAKER NE (01986) dropped 4.11%, BYD Company (01211) fell 2.993%, Zhongchuang Innovation (03931) decreased by 2.77%, GANFENGLITHIUM (01772) dropped 2.34%, TIANNENG POWER (00819) fell 1.34%, and BYD Electronics (00285) followed with a decrease of 0.7%. According to SMM news, the price of battery-grade lithium carbonate index is 0.075 million yuan/ton, a decrease of 20 yuan/ton compared to the previous working day; battery-grade lithium carbonate ranges from 0.0741 to 0.076 million yuan/ton, with an average price of 0.075 million yuan/ton, consistent with the previous day.

金吾财讯Mar 10 02:41 ET