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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).
Hong Kong stock morning report | Policies support innovation like autonomous driving, Xiaopeng Autos delivered over 30% more last year.
① Zhejiang: A further effort will be made to strengthen the application scenarios for major projects such as Smart Clothing, autonomous driving, Brain-computer Interface, and Siasun Robot&Automation. ② Three departments: Support will be provided for the scrapping and updating of commercial trucks that meet National III and National IV emission standards. ③ Su Zifeng: AMD provided support on the first day of the DeepSeek launch. ④ NVIDIA: Will collaborate with telecommunications companies to develop AI-based 6G wireless technology.
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