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Hong Kong Stock Morning Report|Our country will implement comprehensive measures to expand consumption. Most China Concept Stocks are down.
1. The country will implement comprehensive measures to expand consumption; the new policy on consumer loans allows for the personal consumption loan self-payment cap to be increased from 0.3 million yuan to 0.5 million yuan in stages. 2. Trump and the U.S. Secretary of Defense made speeches stating that Russia and Ukraine will soon achieve a complete ceasefire. 3. The three major U.S. stock indices rose last Friday, while most China Concept Stocks declined. 4. Speculative traders have shifted to Put the dollar for the first time since Trump's victory.
Hong Kong Stock Morning Report | Siasun Robot&Automation and AI received further policy support. CHINA MOBILE's net profit exceeded 130 billion yuan last year.
① Shanghai Pudong: Will focus on humanoid robots, large models and other fields to create distinctive landmark parks. ② ShanDong: Vigorously promote the innovative development of AI and humanoid robot industries. ③ Foxconn Chairman Liu Yangwei: In two years, the Server business is expected to exceed the iPhone business, possibly achieving this year. ④ The State Council General Office: Improve the quality of Traditional Chinese Medicine to promote high-quality development of the Traditional Chinese Medicine industry.
U.S. stock market close: The three major Indexes collectively edged down slightly, with the shadow of U.S. policy lingering.
① The Nasdaq China Golden Dragon Index fell by 3.84%; ② NVIDIA rose by 0.86%, with Market Cap surpassing Microsoft; ③ Micron's revenue exceeded expectations, rising over 4% in after-hours trading; ④ Apple reorganized its AI executive team in an effort to turn around the decline of Siri.
Express News | Shares of US-listed Chinese Companies Are Trading Lower After the People's Bank of China Kept the One-year Loan Prime Rate at 3.1% and the Five-year Rate at 3.6%, as Policymakers Navigate Supporting Economic Growth While Stabilizing the Yuan Amid...
U.S. stocks closed: The Federal Reserve's dovish decision boosted the market, with both the Nasdaq and S&P rising over 1%.
① Tesla leads the US stock 'seven giants'; ② The Golden Dragon Index of Chinese concept stocks fell by 0.44%; ③ Berkshire's stock price hits an all-time high; ④ Jensen Huang: AI spending is shifting beyond the cloud.
Huaxin Securities: The demand in the Education Sector is rigid, supply is clearing, and the leading companies are restoring flexibility.
The bank is bullish on SCHOLAR EDU (01769) for successfully transitioning from K12 subject training to quality education and high school training, as well as on Excellence Education (03978) and Xueda(Xiamen)Education Technology Group (000526.SZ), and suggests paying attention to Shanghai Xinnanyang Only Education & Technology (600661.SH).
104088143 : Good
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104554083 : good
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