China's Policy Reforms Gain Momentum

Moomoo News Global06:32 ET

Trump threatened to abolish the chip law: they took the money but did not spend it, it is better to use it to pay off debt.

Trump stated yesterday that USA lawmakers should abolish the Chips Act, which provides $52.7 billion in subsidies for Semiconductor manufacturing and production, and that this money should be used to pay off debt. Some officials expressed concerns and criticisms regarding Trump's remarks.

wallstreetcn02:42 ET

Express News | Hong Kong Stocks Rise After China Announced a Series of Economic Targets for 2025 During the Two Sessions

Moomoo 24/720:50 ET

The market may continue its short-term rotation pattern, Siasun Robot&Automation and AI computing power are warming up, and the RISC-V Concept is gaining short-term attention.

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cls.cn20:24 ET

Another major bank believes that Xiaomi is a potential winner in AI, with key events expected in the coming months.

Barclays stated that the demand for Xiaomi's SU7 electric Autos is high, with a significant backlog of Orders. The introduction of new models and new factories will further drive growth. Additionally, the Chinese government's subsidy policy for home appliances and electronic products has significantly boosted Xiaomi's Business in these areas. In the future, Xiaomi plans to open large flagship stores in overseas markets and intends to start exporting electric Autos from 2027.

wallstreetcnMar 4 03:20 ET

Jensen Huang strongly supports the "physical AI," and Goldman Sachs has organized the list of publicly listed companies.

According to Goldman Sachs, autonomous driving, AI equipment, and robot automation are currently the most important areas of physical AI application. In the field of autonomous driving, Goldman Sachs specifically mentioned Uber Technologies, Pony.ai, BYD, Li Auto, Xiaomi, and Baidu. Regarding AI equipment, Goldman Sachs is Bullish on Horizon Robotics, Mobileye Global, AAC TECH, and Quanta Computer. In robot automation, Goldman Sachs is most focused on Harmonic Drive Systems, Yaskawa Electric Machine, Zhejiang Sanhua Intelligent Controls, and Shenzhen Inovance Technology.

wallstreetcnMar 4 01:47 ET