03032 Hang Seng TECH Index ETF
- 5.230
- +0.175+3.46%
Express News | U.S.-listed Chinese stocks surge in overnight trading, with Alibaba up over 4%.
Xiaomi has launched its first inference open-source large model, Mimo! With 7 billion parameters, it surpasses OpenAI's o1-mini and Alibaba's QwQ-32B-Preview.
Under the same conditions of reinforcement learning (RL) training data, MiMo-7B shows a significantly greater potential in mathematics and coding than other widely used models in the industry, including well-known RL starter models such as DeepSeek-R1-Distill-7B and Qwen2.5-32B.
Hong Kong Stock Morning Report｜Two major insurance companies subscribed to the 2nd phase Fund of 20 billion yuan. The Hong Kong Stock Exchange has already contacted some companies regarding the "return of Chinese concept stocks."
① Two major insurance companies subscribed to 20 billion yuan for the Honghu Phase II Fund. ② The Hong Kong Stock Exchange has contacted some companies regarding the "return of Chinese concept stocks." ③ Li Yunzhe met with the President of the Hong Kong Monetary Authority, Eddie Yue Wai-man. ④ Tencent announced a restructuring of its mixed Yuan model research and increased investment in AI.
Chinese humanoid robots are seizing a global $5 trillion "big track"!
Morgan Stanley expects that by 2050, a total of 1 billion humanoid robots will be deployed globally, with annual revenue reaching 4.7 trillion dollars, nearly double the total revenue of the top 20 global Auto Manufacturers in 2024. China's policy support, technological advancements, and manufacturing foundation place it in a leading position in the field of humanoid robots, especially in the Hardware supply chain.
Hang Seng TECH Index ETF: Annual Financial Report 2024
CICC: It is expected that this year, the Inflow of southward capital will be about 800 billion to 1 trillion Hong Kong dollars, and the Hang Seng Index is expected to reach 20,500 points.
China International Capital Corporation published a report on Hong Kong stock strategy, stating that it expects a total Inflow of approximately 800 billion to 1 trillion Hong Kong dollars this year.
The attractiveness of Hong Kong stocks continues to grow, Goldman Sachs has raised its forecast for southbound capital flow to 110 billion USD in 2025.
Goldman Sachs significantly raised its forecast for the southbound capital flow under the mutual market access mechanism between the mainland and the Hong Kong stock markets, increasing the estimated scale from 75 billion dollars to 110 billion dollars.
Domestic Semiconductors equipment manufacturers discuss how to break through in the Industry: The prosperity of end terminals like AI is being transmitted to the equipment sector, and tariff policies do not change the opportunities for growth overseas.
① Many semiconductor equipment manufacturers have stated that their product demand in this year's market is driven by growth in AI, 5G, Internet of Things, New energy Fund vehicles, and other emerging applications, leading to a continued rebound in the overall industry situation; ② Despite the intense changes in international trade policies, domestic semiconductor equipment manufacturers remain bullish on growth opportunities in overseas markets, and strengthen cooperation with domestic and foreign peers, customers, suppliers, etc. to jointly mitigate risks.
The market may reach a critical juncture in the short term, with Banks and Electrical Utilities showing repeated activity, and the Technology Sector poised to take off.
Track the entire lifecycle of the main Sector.
Hong Kong stock morning report | Alibaba releases and open sources the new version of the large model Qwen3, Chongqing Sokon Industry Group Stock submits application for listing on the Hong Kong stock exchange.
① The Ministry of Foreign Affairs reiterated that there have been no consultations or negotiations between China and the United States regarding the tariff issue. ② Goldman Sachs raised its forecast for this year's southbound capital inflow into Hong Kong stocks by nearly 50%. ③ Alibaba announced and opened source its next-generation general-purpose Qwen3 model. ④ Institutions say that the ROI of Hong Kong stocks as a 'value vacuum' is very attractive.
In the morning, big news! Alibaba releases and open sources Qwen3, seamlessly integrating thinking modes, multilingual capabilities, and facilitating agent calls.
Alibaba stated that Qwen3 seamlessly integrates two modes of thinking and supports 119 languages, making it convenient for agents to call. This release of the Qwen3 series includes two expert mixture (MoE) models and six additional models, with the flagship model Qwen3-235B-A22B showing highly competitive performance in benchmark tests for code, mathematics, and general capabilities compared to top models like DeepSeek-R1, o1, o3-mini, Grok-3, and Gemini-2.5-Pro.
'Alibaba Rolls Out Latest Flagship AI Model in Post-DeepSeek Race'- Bloomberg
Today's Pre-Market Movers and Top Ratings | NVDA, TSLA, DPZ, and More
More Investors Are Turning Constructive on China, Hong Kong Equities -- Market Talk
The pattern of the Chinese smartphone market changed in the first quarter: Xiaomi topped the chart for the first time in ten years, while Apple's market share declined.
① The Analyst believes that the main reasons for Xiaomi's rise to the top are the optimization of its channel system and the national subsidy policy for purchasing devices. ② The overall market fundamentals remain relatively weak, and the shipment volume has not yet recovered to the level of the same period before the pandemic.
Morgan Stanley's latest viewpoint! Will the Hong Kong stock market perform better than the A-share market?
If tariffs are reduced, the offshore market may outperform the onshore market, benefiting the Internet/Technology, Consumer (relief from deflation), and Medical (easing of China-US relations) sectors.
Brokerage morning meeting highlights: It is recommended to focus on uncovering fundamental clues after the performance disclosures.
In today's brokerage morning meeting, Galaxy Securities believes that, in the medium to long term, the investment value of Hong Kong stocks remains high; China Securities Co.,Ltd. has stated that it is optimistic about the long-term upward shift of antimony price; HTSC recommends focusing on the extraction of fundamental clues after performance disclosures.
China International Capital Corporation: The resilience of China's Assets is highlighted, and the main lines of dividends, domestic substitutes, and consumer demand will be relatively dominant.
Since the beginning of the year, there have been two major variables affecting the market: one is DeepSeek rewriting the Technology narrative, and the other is the frequent changes in tariff policies after Trump's inauguration. The former has become a catalyst for the spring market in A-shares, while the latter has led to fluctuations in the market in April. Recently, stabilizing funds have entered the market, and tariff expectations have fluctuated, leading to market stabilization and recovery.
Hong Kong Stock Morning Report | JD.com announced it will recruit 100,000 riders in the next three months, and Ant Fortune is offering to acquire Hong Kong's Yao Cai Securities.
① JD.com stated that it will recruit 100,000 riders over the next three months. ② Ant Wealth initiated a tender offer for Hong Kong’s Yaocai Securities. ③ The Chief Secretary for Administration of Hong Kong expressed that Global capital reallocation brings opportunities to the region. ④ Regulators stated that CKH HOLDINGS port Trade must not evade antitrust review.
JD.com took action against the low stock price malicious competition.
Launch the "Factory Supply Replenishment" program.