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Express News | Hong Kong Stock Indexes Tank on Monday. Hang Seng Index Down Over 8%. Tencent Drops 8% and Alibaba Plunge Over 11%

Moomoo 24/738minutes ago

ByteDance, Alibaba, And Tencent Order $16 Billion Worth Of Nvidia's H20 Chips As Demand Surges For DeepSeek's Low-Cost AI Models: Report

BenzingaApr 3 00:54 ET

VXUS ETF Gains 0.3%

Dow JonesApr 2 16:37 ET

U.S. ETFs Capture Historic $296B of Inflows in Q1, Defying Market Weakness

Seeking AlphaApr 2 14:03 ET

WeChat fully "opens the floodgates."

Tencent's e-commerce makes a strong breakthrough.

wallstreetcnApr 1 07:04 ET

VXUS ETF Falls 0.7%

Dow JonesMar 31 16:37 ET

VXUS ETF Declines 1.2%

Dow JonesMar 28 16:37 ET

VXUS ETF Declines 1.0%

Dow JonesMar 26 16:37 ET

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.

cls.cnMar 26 02:21 ET

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.

cls.cnMar 25 00:13 ET

VXUS ETF Climbs 0.2%

Dow JonesMar 24 16:38 ET

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.

cls.cnMar 20 23:08 ET

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.

cls.cnMar 20 20:27 ET

Before the "three witching hour," US stocks had a one-day rebound, quantum computing stocks plummeted, PDD Holdings briefly rose by 10%, and the Bank of England took a hawkish stance, with UK bonds turning to declines during the session.

Accenture fell over 7%; quantum computing stock D-Wave dropped 18%; after the Earnings Reports, FedEx fell over 5% in after-hours trading; Micron Technology once rose over 5% in after-hours trading. NIO declined nearly 9%, but PDD Holdings closed up 4%. After the Bank of England meeting, UK bond yields experienced a V-shaped reversal, and UK stocks halted a six-day rally. The USD reached a two-week high. Brent crude oil rose nearly 2% to create a new three-week high. Gold reached a new intraday historical high for three consecutive days. Copper increased for four straight days, closing at a new historical high.

wallstreetcnMar 20 17:59 ET

Vanguard Total International Stock ETF Declares Quarterly Distribution of $0.1909

Seeking AlphaMar 20 13:29 ET

Goldman Sachs comments on Tencent's Earnings Reports: Surpassing expectations! The market will focus on AI applications.

Goldman Sachs stated that Tencent achieved better-than-expected performance, mainly due to strong growth in its Gaming and Advertising Business, along with a significant increase in investments in AI-related fields. It is expected that Tencent will continue to benefit from the WeChat ecosystem, Global gaming Assets, and the application of AI technology in the future, with the market focusing on the progress of AI applications and the growth prospects of Gaming.

wallstreetcnMar 19 23:33 ET

VXUS ETF Climbs 0.3%

Dow JonesMar 19 16:38 ET

Tencent conference call: Chinese Technology companies prioritize efficiency, with capital expenditures lower than their Western counterparts, as proven by DeepSeek.

Tencent executives stated that capital expenditures are mainly used for purchasing GPUs, which have brought high ROI. With breakthroughs in DeepSeek technology, the efficiency of GPU resource utilization has improved, eliminating the need for large-scale GPU purchases as originally planned. AI-enhanced technology has improved returns on investment for advertisers, contributing to Tencent's growth rate, which exceeds the Industry average. At the same time, AI has also supported the Business sector, with deferred revenue (primarily from games) experiencing a year-on-year growth in the high double digits at the end of last year, and it is expected to gradually convert into reported revenue this year and next. AI has become a key investment area while also taking into account Shareholder returns.

wallstreetcnMar 19 16:06 ET

Tencent Holdings Limited (TCEHY) Q4 2024 Earnings Call Transcript Summary

moomoo AIMar 19 13:04 ET · Conference Call

Tencent plans to invest tens of billions in AI.

Competing for dominance in the AI era.

wallstreetcnMar 19 08:49 ET