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NIO, XPeng & Li Auto Report Delivery Results for February
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.
Lei Jun's suggestions for the 2025 Two Sessions were announced: optimizing the design of New energy Fund license plates, accelerating the mass production of autonomous driving, and more.
The 2025 National Two Sessions opened today. National People's Congress representative, founder and Director of Xiaomi, and Chairman of KINGSOFT, Lei Jun, announced his suggestions for the 2025 Two Sessions on his personal public account.
Hong Kong stocks are moving differently | Auto stocks plummeted across the board, smart driving may intensify future Industry competition, Morgan Stanley maintains its prediction for a decline in the average price of the Industry this year.
Automobile stocks fell sharply across the board. As of the time of writing, Xpeng Motors-W (09868) was down 4.92%, priced at 77.35 HKD; Li Auto-W (02015) was down 4.65%, priced at 106.6 HKD; Great Wall Motor (02333) was down 4.02%, priced at 12.4 HKD.
U.S. stocks and Chinese concept stocks fell sharply, Secondary Listings on HKEX were under pressure, and GDS Holdings (09698) dropped 14.91%.
Jingwu Financial News | The USA confirmed an increase in tariffs on Canada and Mexico, triggering a strong reaction in the US stock market, where the VIX fear index surged by 16%, and all three major US indices fell significantly. As a result, the Nasdaq China Golden Dragon Index dropped nearly 3%, and US-listed Chinese stocks generally followed the market downturn, with AI-related stocks and Autos experiencing the most significant declines.
Hong Kong stock morning report ｜ Trump's tariffs hard hit the US stock market, Shenzhen supports AI development.
① Trump announced that tariffs of 25% will be imposed on Canada and Mexico. ② The three major U.S. stock indexes fell sharply, and most China Concept Stocks declined. ③ OPEC+ will continue to advance the oil production increase plan set for April, and international Crude Oil Product futures prices dropped by over 1%. ④ The PMI for U.S. manufacturing declined to 50.3. ⑤ Shenzhen plans to build several 10E-level Asia Vets computing clusters.
