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Major firm rating | BOC International: raises the Target Price of Xiaomi to HKD 75.25 and reaffirms it as the top choice in the Industry.
BOCI published a report indicating that Xiaomi's adjusted Net income for the first quarter of 2025 is expected to reach 9.704 billion yuan, a year-on-year increase of 49.7%, setting a new record and far exceeding market expectations. This is mainly due to the hot sales of the Xiaomi 15, 15 Ultra, and large appliances, consumer subsidies, the launch of the SU7 Ultra, accelerated delivery of electric vehicles, and good operational cost control. The next key catalyst is the YU7 SUV, which is expected to debut in June or July and immediately start deliveries. Xiaomi's Autos Peking Phase II factory is ready with sufficient capacity. The bank currently expects electric vehicles for 2025 and 2026.
Nomura: First recommendation for Kingsoft Cloud (03896) with a "Buy" rating and a Target Price of 9.2 Hong Kong dollars.
Nomura believes that Kingsoft Cloud will perform excellently in the China Cloud Computing market in 2025, achieving a 20% year-on-year revenue growth.
After ongoing fluctuations, the market may be nearing a directional choice, with the AI, Siasun Robot&Automation, and other Technology growth sectors likely to rebound.
Looking back at the market situation before the festival, the market has been in a state of fluctuating consolidation, and the atmosphere of market observation remains quite strong.
【Special Contributor】Deng Shengxing: Investors continue to be affected by the uncertainties of the trade war, and Hong Kong stocks remain weak.
Goldman Financial News | The Hang Seng Index was closed all day on Monday (5th) for the Buddha's Birthday holiday. The Hang Seng Index closed at 22,504 on Friday (2nd), up 385 points or 1.7%. The overall market had a turnover of 133.7 billion yuan for the day. The National Index rose by 154 points or 1.9%, closing at 8,231. The Technology Index increased by 156 points or 3.1%, closing at 5,244. Xiaomi (01810) had its Target Price raised by several Brokerages, closing up 6.3%. WUXI APPTEC (02359) rose by 7.1%, making it the best-performing blue chip. Nine blue chips fell, with SINOPHARM (01099) declining by 2.1%, the worst performer. The Dow Jones closed at
The Siasun Robot&Automation industry is experiencing a rise with a noticeable increase in entrants, and the Sector is expected to continue to be in the spotlight.
① According to Statistics from the new strategy humanoid robot research institute, as of December 2024, the number of Global humanoid robot Ontology companies has surpassed 220. Among them, companies from China account for half, exceeding 110. ② Shanghai Securities stated that the Industry Chain for humanoid robots has entered a phase of "a hundred flowers bloom, a hundred schools of thought contend," and the commercialization of humanoid robots is promising. It is recommended to pay attention to domestic component manufacturers that will benefit.
China Merchants: The A-share market in May may present a pattern of "weight index recovery and active technology growth."
China Merchants stated that looking ahead to May, the market may present a pattern of "weight index rebound and active Technology growth."
104561452 : better 40
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Saywallahcuzzy : good luck waiting then