More Investors Are Turning Constructive on China, Hong Kong Equities -- Market Talk
Capital trends | North funds frantically buying AKESO at 0.779 billion, selling Alibaba and Tencent.
Goldman Sachs has raised its forecast for this year's Inflow from the north into Hong Kong stocks to 110 billion US dollars.
On April 25, Alibaba-W (09988.HK) spent 19.076 million USD to buy back 1.2762 million shares.
Gelonghui, April 28丨Alibaba-W (09988.HK) announced that on April 25, it spent 19.076 million USD to repurchase 1.2762 million shares.
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The enthusiasm for Datacenters has not diminished, but the giants have indeed pressed the "pause button."
Analysis indicates that overall capital expenditure in AI remains strong, and market demand is not retreating but is rather in a "temporary pause." According to McKinsey's forecast, the Datacenter market is expected to maintain a growth range of 20% to 25% over the next five to seven years, although the growth rate will fluctuate year by year.
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The Shanghai Auto Show witnesses the "mutual rush" of Chinese and foreign enterprises: multinational car companies are deeply cultivating the Chinese market while domestic supply chain enterprises are accelerating their move towards Global.
① The 2025 Shanghai Auto Show focuses on smart electric vehicles, with foreign car companies accelerating their integration into the China supply chain, and local innovative forces rising; ② Under the pressure of transformation, Toyota deepens its local layout by establishing a wholly-owned factory in Shanghai, betting on localization and supply chain synergy; ③ Joint venture brands strengthen collaboration in local innovation chains, as China supply chain companies accelerate their dominance in the Global smart electric vehicle industry.
Alibaba Options Spot-On: On April 25th, 172.6K Contracts Were Traded, With 2.51 Million Open Interest
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Ant Wealth plans to acquire a Brokerage license and make a tender offer for Yao Cai Securities, with a total cash price exceeding 2.8 billion Hong Kong dollars.
① ANT GROUP CO., LTD. is seeking to acquire a controlling stake in a brokerage in Hong Kong; ② A premium offer of 17.6% for the acquisition, with a total cash price exceeding 2.8 billion HKD; ③ ANT GROUP CO., LTD. has been continuously increasing mergers and acquisitions in the Technology sector and focusing on talent placement in Technology in recent years.
“DeepSeek is not omnipotent”... Li Yanhong released 6 AI signals.
On April 25th, at the Create 2025 Baidu AI Developer Conference held in the cherry blossom capital of Wuhan, Baidu founder, Director, and CEO Li Yanhong delivered his first personal speech for 2025. In the hour-long Share, terms such as "application is king," "DeepSeek is not omnipotent," "cost reduction," "intelligent agent collaboration," and "MCP" appeared frequently, linking his thoughts and insights on AI applications and model development while cleverly promoting his company's products. Below, Sina Technology has summarized the conference.
Alibaba-W (09988.HK) spent 19.99 million USD to repurchase 1.348 million shares on April 24.
Gelonghui reported on April 25 that Alibaba-W (09988.HK) announced it repurchased 1.348 million shares at a cost of 19.99 million USD on April 24.
Cainiao fights against internal competition, securing hundreds of millions of dollars in Orders, successfully establishing a path for Logistics Technology exports.
The domestic Logistics Technology Industry is迎来 a new Global opportunity, and Cainiao, with its continuous layout and accumulation over the years, may be leading China's Logistics Technology into international markets.
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Alibaba Mama: During the 618 period, 3 billion yuan will be invested in red envelope subsidies and multiple incentives.
On the afternoon of April 25, Sina Technology reported that Alibaba Mama announced during the Tmall 618 period, it will enhance efficiency comprehensively through AIGX capabilities, promote the integration of "search" and "push" to boost overall brand strength, and offer multiple incentives including 3 billion yuan in red packets, fully implementing the platform's Global Strategy of "supporting the excellent and the new."
Hong Kong Stock Morning Report|Trump is considering a tiered tariff plan for China. Aluminum Corporation Of China reported nearly 60% year-on-year increase in Net income for the first quarter.
① Trump is considering a tiered tariff plan for China. ② Canadian Prime Minister Carney: There is no rush to reach an agreement with Trump; we have enough leverage in the negotiations. ③ Seven departments: Launching a pilot application for 'AI Empowering the Entire Industry Chain of Medicine.' ④ The Commercial Space Innovation Consortium was established yesterday, and relevant industry standards will be accelerated for formulation.