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Brokerage morning meeting highlights: The industry allocation recommendations for April should focus on two main lines.
At today's Brokerage morning meeting, Galaxy Securities stated that the characteristics of a short-term structural economic recovery remain evident, with industries related to new productive forces performing better; HTSC believes that increased investment in global AI computing power is expected to drive the performance of businesses in sectors such as Optical Communications to remain positive; China Securities Co., Ltd. suggested that the industry allocation recommendations for April should focus on two main lines.
Hong Kong Stock Market Morning Report | AI and other key areas receive renewed attention, DeepSeek becomes the fastest growing AI tool in the Global market.
① The Ministry of Industry and Information Technology will focus on key areas such as AI and critical software, nurturing a batch of platforms for the transformation of innovative achievements. ② DeepSeek's monthly visits exceed ChatGPT. ③ Huawei: Global sales revenue in 2024 is 862.1 billion yuan, with a Net income of 62.6 billion yuan. ④ Li Auto's internal sales target for this year: 0.7 million units for the entire year, with 0.05 million units for pure electric.
How was the pricing scheme for the capital increase of the four major banks determined? Direct coverage of the four major banks' 520 billion "capital increase" meeting.
Senior executives of the four major banks explain the relevant details.
Hong Kong Stock Morning Report | The State Administration for Market Regulation is reviewing CKH HOLDINGS' port Trade. CHINA RES GAS reported a net profit decrease of over 20% year-on-year last year.
① Trump: Any tariff agreement will be reached after the measures take effect on April 2. ② State Administration for Market Regulation: Review of CKH HOLDINGS port Trade will be conducted in accordance with the law. ③ Four major Banks, including Bank of China, China Construction Bank, Agricultural Bank of China, and Postal Savings Bank, announced plans for a private placement to introduce strategic investment from the Ministry of Finance, with a total amount of 500 billion yuan. ④ Gou Ping, Deputy Director of the State-owned Assets Supervision and Administration Commission: Strategic restructuring of state-owned automobile enterprises.
Research Reports on Investment Opportunities丨Guosheng Securities: CHINA MOBILE's performance is steadily growing, maintaining a "Buy" rating.
Guosheng Securities Research Reports pointed out that CHINA MOBILE (600941.SH) will have a Net income of 138.4 billion yuan in 2024, an increase of 5.0% year-on-year, with a Net income of 27.5 billion yuan in the fourth quarter, up 4.7% year-on-year. The C-end Business is experiencing stable growth, while the government and enterprise Business continues to break new ground. The total Capex has decreased, with no upper limit set for computing power investment. The company previously guided that starting in 2024, the dividend payout ratio will gradually increase to over 75% over the next three years, continuously enhancing Shareholder returns. The company's capital expenditure is steady, and Shareholder returns are continuously increasing, maintaining a 'Buy' rating.
Hong Kong stock Concept tracking | Striving to break through 200 billion yuan! Shanghai increases investment in the intelligent computing cloud industry, Institutions are Bullish on these four major industrial directions (with related stocks)
Guosheng Securities Research points out that the rapid development of AI is driving a surge in demand for computing power.