02835 Phillip HK Newly Listed Equities Index ETF
- 11.180
- +0.770+7.40%
Growing Distrust In US Education Could Impact This Stock
Technology stocks are rebounding, while high-profile stocks are collectively "cooling down". The market may enter a critical period for switching between high and low performances.
Track the entire lifecycle of the main Sector.
Express News | U.S.-Listed Chinese Stocks Surge In Overnight Trading, $Alibaba(BABA.US)$ and $Bilibili(BILI.US)$ Rise 2%, $JD.com(JD.US)$ and $Baidu(BIDU.US)$ Shares Up 1%; $PDD Holdings(PDD.US)$ Soars 3%
Byte and Kuaishou are facing a crucial showdown.
The AI video war has escalated.
Hidden mysteries lie beneath the low volume, and the divergence in the CSI Consumer 360 index is deepening. Which directions are expected to take the lead in driving growth?
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The industry is hotly discussing the future trends of nuclear medicine, will Hybrid NewCo become a new model for the RDC Industry to venture abroad? | Industry Observation
① Today, the 2025 Future XDC New Drug Conference is held in Chengdu; ② Executives from companies such as Baillie Tianheng and Kelun Botai, along with numerous experts and scholars in the industry, will jointly discuss cutting-edge technologies in ADC/nuclear drug development, overseas strategies, and other Topics.
The CSI Consumer 360 index is rebounding after hitting the bottom, banks stocks are performing strongly against the trend, and under the continuous shrinking environment, defense may become the main melody for short-term trading.
Track the entire lifecycle of the main Sector.
As the market warms up, Chinese concept stocks are facing a dual choice, and the Hong Kong market may return to being the center of IPOs.
① In the changing landscape of Global trade, Hong Kong, as an international financial center, will welcome a new development scenario, implementing various measures to strengthen its unique market position as a "super connector"; ② Foreign Analysts point out that the delisting risk faced by Chinese concept stocks may lead Hong Kong to become an IPO center once again; ③ It is worth noting that, under the delisting risk for Chinese concept stocks, a choice will be made between returning to the A-share or Hong Kong stock market.
KeLing AI has officially entered the 2.0 era! The semantic response is stronger, the dynamic quality is better, and the visual texture is more beautiful.
Kuaishou's Keling AI 2.0 has significantly improved its generation capabilities in areas such as semantic response, dynamic quality, and visual aesthetics. The Keling 2.0 Master version comprehensively upgrades the controllable generation and editing capabilities for video and image creation, launching a brand new multimodal video editing feature that can flexibly understand user intentions and support adding, deleting, and modifying video content.
Under the Deepseek effect, Goldman Sachs puts cold water on the Datacenter boom: the Global Datacenter utilization rate has reached its peak.
From the release of DeepSeek, which is a low-cost competitor to ChatGPT, to Microsoft scaling back its Global AI Datacenter projects, and Alibaba Director Zhang Yong warning about a bubble in USA AI infrastructure investments, multiple warning signals are flashing: the boom in AI Datacenters may soon be facing a cool down.
Brokerage morning meeting highlights: The impact of tariff increases is complex, focus on two investment main lines.
In today's brokerage morning meeting, GTJA HAITONG SEC stated that the impact of tariff increases is complex and attention should be paid to two investment main lines; Huaxi believes that the subsequent market trend in the equity market is expected to exhibit a rebound from overselling; China International Capital Corporation suggested to pay attention to the temporary overweight high dividend and policy-benefiting symbols in China Stocks, and to the rebound from overselling in Technology Stocks.
Express News | Hong Kong Stock Indexes Tank on Monday. Hang Seng Index Down Over 8%. Tencent Drops 8% and Alibaba Plunge Over 11%
HAIER SMARTHOME's revenue in Q4 increased by 16.67% year-on-year, Net income rose by 4.04%, and the dividend payout ratio approached 50% | Earnings Reports news.
Under the appliance replacement policy, revenue in the fourth quarter of 2024 increased by 16.67% year-on-year to 73.243 billion yuan. For the entire year of 2024, the Refrigerator and Washing Machine industries maintained a leading share; Casarte's high-end products grew rapidly, with a quarterly growth exceeding 30%.
Choosing between A-shares or Hong Kong stocks, Technology or non-Technology? Goldman Sachs' Research Reports respond to two major hot topics in investing in China.
① Currently, should investors continue investing in Hong Kong Stocks or shift to the A-share market? Should the focus be on the Technology Sector or shift to Consumer, Real Estate, and other non-Technology sectors? ② On Wednesday, Goldman Sachs' chief China Stocks strategist, Liu Jinjing, provided an analysis in his report.
Kuaishou's Q4 revenue increased by 8.7% year-on-year, Short Video e-commerce GMV grew over 50.0%, and cumulative income from Keling AI exceeded 0.1 billion yuan | Earnings Reports insights.
Kuaishou's revenue in Q4 grew by 8.7% year-on-year to 35.384 billion yuan, and net income increased by 7.8%, with user growth remaining stable. The Keling AI independent app has officially launched, and from the start of monetization until February 2025, it has accumulated revenue exceeding 0.1 billion yuan.
After the low-key release of DeepSeek-V3, the industry was shocked and once again questioned the Silicon Valley model.
① DeepSeek released the V3-0324 model on Monday evening, with preliminary tests showing that it can run on Consumer-grade Hardware, breaking the traditional notion that large models require a Datacenter; ② DeepSeek's model continues to reduce the energy consumption and computing costs of large models while maintaining an open-source approach to continuously drive technological innovation, leading to the rapid development of the domestic AI Industry and raising questions about Silicon Valley's closed and paid model.
Express News | Jack Ma-backed, Ant Group Co., utilized semiconductors manufactured in China to create methods for training AI models, resulting in a 20% reduction in costs, according to sources (Bloomberg)
HAIER SMARTHOME is racing ahead in the AI track.
Gradually achieving "unmanned household chores."
The "gap" in the implementation of the DeepSeek large model integrated machine | Depth
① The customer demand for the DeepSeek all-in-one machine has significantly increased, more than doubling compared to the customer density brought by ChatGPT in the previous two years. ② Currently, there is a severe shortage of relevant technical talent in government and enterprises, and there is a considerable gap between large models and their Business implementation.
Highlights from the brokerage morning meeting: Large models are driving the middle platform into a new phase, and the Technology Hardware Industry Chain is expected to benefit.
In today's Brokerage morning meeting, Soochow believes that the commercialization of non-invasive brain-machine interface products is expected to accelerate; HTSC stated that the growth rate of parcel volume in the express delivery industry this year may exceed expectations; China International Capital Corporation pointed out that large models are driving the middle platform into a new stage, and the Hardware Industry Chain is expected to benefit.