Cloudflare Stock Rises on Double Upgrade at Goldman. AI Is Just One Growth Catalyst.

Barrons12:29 ET

Goldman Sachs: Maintains AAC TECH "Buy" rating, raises Target Price to 48 HKD.

Goldman Sachs released a research report stating that it maintains AAC TECH (02018) with a "Buy" rating, continuing to list it as a preferred stock, with the Target Price raised from 47 HKD to 48 HKD. Goldman Sachs expressed a Bullish outlook on the organic growth of last year's automotive acoustic solutions revenue, with an improved product mix driving AAC's gross margin forecasts for 2025 to 2027 up by 1.0, 0.7, and 0.6 percentage points respectively, while earnings forecasts for 2026 and 2027 are raised by 2%. In addition, the bank is also optimistic about AAC TECH's profitability, expecting its Operating gross margin to gradually increase from 7% in 2024 to 10% in 2027, primarily driven by mobile lens growth.

Sina Hong Kong Stock03:42 ET

The 15.92% Average Gain in Inauguration Year: Will Trump's Second Term Echo the Trend?

Moomoo News Global01:43 ET

Goldman Sachs: Assigns NTES-S a "Buy" rating with a Target Price of 169 Hong Kong dollars.

Goldman Sachs released a research report stating that NTES-S (09999) launched "Where Winds Meet" on the PC platform on December 27 and will release the mobile version next week on January 9. The Target Price for its Hong Kong stock is set at HKD 169, with a rating of "Buy". Goldman Sachs believes this is a differentiated game combining single-player content and multiplayer modes. Goldman Sachs continues to forecast that the gross revenue for the first 12 months of this game will be 4.2 billion yuan, but considering the game's monetization design, mainly through character equipment, the bank believes that the game's overall revenue growth cycle may be slow.

Sina Hong Kong Stock00:56 ET

Goldman Sachs: Assigns a "Buy" rating to Ideal Autos-W with a Target Price of 140 HKD.

Goldman Sachs released a research report stating a "Buy" rating for Ideal Auto-W (02015) with a Target Price of 140 HKD. Recently, the company launched an AI assistant similar to ChatGPT - the "Ideal Student" Smart Phone application, as an extension of the company's in-car voice assistant. The firm pointed out that Ideal Auto is the first automotive OEM to launch such a product, as management believes that cars will evolve from pure transportation tools of the industrial era to spatial robots of the AI era, and that autonomous driving and AI assistants are not two separate domains. As Ideal Auto strengthens its focus on AI, its urban full-scene intelligent driving (

新浪港股00:55 ET

Big Banks Flee Climate Coalition Formed to Reduce Carbon Emissions -- WSJ

WSJ23:00 ET