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Frequent bullish policies emerge, a wave of investment in hard technology sweeps across. Experts suggest that the localization of Semiconductors and AI is expected to accelerate.
1. The "China Investment Development Report" mentions that by 2025, hard technology fields represented by Semiconductors and new production power industries will become important investment directions for various Institutions, with the investment amount expected to account for over 80%. 2. Zhang Zhiqian, director of the China Construction Investment Research Institute, believes that the A-share market will stabilize and rebound in 2025, with an increase of over 10%, potentially reaching 4,000 points.
Southbound capital tracking | The record of continuous net Inflow for 34 weeks has been interrupted, with significant Shareholding reductions in Xiaomi and Semiconductor Manufacturing International Corporation.
① This week, southbound funds had a net Sell of nearly 0.4 billion Hong Kong dollars. Which stocks experienced an Inflow of funds? ② Alibaba has seen a cumulative Inflow of over 4.4 billion Hong Kong dollars in the past 7 days. How did the stock price perform this week?
Northbound capital direction | Northbound capital net sell of 7.019 billion. Domestic capital continues to increase its position in MEITUAN-W (03690), selling chip stocks throughout the day.
On April 25th, in the Hong Kong stock market, the northbound capital had a net Sell of 7.019 billion HKD, of which the SH->HK Connect had a net Sell of 2.159 billion HKD, and the SZ->HK Connect had a net Sell of 4.861 billion HKD.
Humanoid robot competition: a "technical coming-of-age ceremony" where "flops" and "evolution" occur simultaneously.
① The champion team from Tian Gong, CTO Tang Jian of the Peking Humanoid Robot Innovation Center, told the Star Daily reporter, "The half marathon competition is mainly a limit test for the robot's Hardware and Software motion algorithm, or the stability and reliability of the robot's 'little brain'." ② The Wuxi embodied intelligence sports event opening tomorrow, along with the upcoming robot combat competition held by Yushu, will undoubtedly attract more attention for 'inspection.'
Market Chatter: Chinese Mutual Fund Holdings in Tencent Outshine CATL
Semiconductor Manufacturing International Corporation (00981.HK) plans to hold a Board of Directors meeting on May 8 to approve quarterly results.
Glory Holdings reported on April 24 that Semiconductor Manufacturing International Corporation (00981.HK) announced that a Board of Directors meeting will be held on Thursday, May 8, 2025, to approve the release of the company's unaudited performance announcement for the three months ending March 31, 2025.