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Hong Kong stock morning report｜U.S. stock three major indexes closed lower, Chinese concept stocks showed divergent trends, USD has fallen for three consecutive days.
① In March, inflation in the USA cooled significantly, but economists warn that the impact of Trump's tariffs is about to become apparent. ② The three major U.S. stock indexes collectively closed lower on Thursday, with the Nasdaq down 4.31%; China Concept Stocks showed mixed performance. ③ The EU has suspended countermeasures against U.S. tariffs, with Von der Leyen indicating that further actions may still be implemented. ④ The USD reached a six-month low, international oil prices fell over 3%, and gold prices hit a new historic high.
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.
HSBC Upgrades Palo Alto Networks to Hold, Announces $156 Price Target
Palo Alto Gets Upgrade, Fortinet Remains Its Top Cybersecurity Pick at HSBC
The charm of US stock QDII has faded, with a significant decline this year, while Hong Kong stock QDII still shows positive returns this year.
① Over sixty percent of QDII performance has been negative this year, with US stock QDII experiencing the largest declines; ② Hong Kong stock QDII has overall outperformed US stock QDII this year, with multiple Hong Kong stock QDIIs still yielding over 10% this year; ③ Industry insiders believe that, from a mid-term perspective, Hong Kong stock investments still have cost-effectiveness, and sectors such as Technology and domestic demand still hold investment potential.
Sunyu Optical, Lenovo and other Hong Kong technology stocks rebounded strongly as southern capital made crazy purchases.
The Hang Seng TECH Index ETF (513180) has seen a net inflow of approximately 4.27 billion yuan in the past 5 days.