Hong Kong stocks are moving | AI Concept stocks are active. Recently, there have been continuous developments in the domestic AI large model field, and Institutions are Bullish that the Industry is entering a Gold development period.
AI Concept stocks were generally active in the morning session. As of the time of writing, KINGSOFT (03888) is up 4.92%, trading at 40.5 Hong Kong dollars; XIAOMI-W (01810) is up 4.3%, trading at 52.1 Hong Kong dollars; Alibaba-W (09988) is up 3.23%, trading at 121.3 Hong Kong dollars.
Express News | U.S.-listed Chinese stocks surge in overnight trading, with Alibaba up over 4%.
[Brokerage Focus] BOCOM INTL indicates that the overseas uncertainties are easing and remains Bullish on the Hong Kong stock AI and Technology Sector.
Jinwu Financial News | BOCOM INTL released the May selection. After the implementation of Trump's "reciprocal tariff" policy, China has taken multiple measures to maintain stability in the Capital Markets. The impact of tariffs has slowed down by late April, and overseas uncertainty has diminished, leading to a general recovery in Global stock indices. The Politburo meeting in April directly addressed the challenge of increasing "external shock impacts" and proposed a series of more forward-looking and targeted policy plans. The bank remains Bullish on the Hong Kong stock AI and Internet Sectors, as AI infrastructure suppliers, Cloud Computing providers, and AI application-related symbols are entering a valuation reconstruction window. It is recommended to focus on leading enterprises with technological accumulation and commercialization capabilities. Semiconductors
Zhiliang ADR Statistics | May 2nd
On Thursday, the three major U.S. stock indices closed higher, while the HSI ADR fell.
New Narrative of Hong Kong Stocks AI: Technology Giants "Hunt" Large Models.
① What signals are there as the four major Technology giants collectively push forward in the large model track? ② What highlights are there as Institutions are Bullish about the new developments in domestic large AI products?
For the first time in history! Tencent tops the list of the most heavily held stocks in public funds.
Public funds are clustering around Hong Kong stocks, with Tencent topping the list as the most heavily held stock by public funds, marking the first time in Hong Kong stock history that it has been the 'number one brother.' In the past five years, the largest buyer of Tencent among public funds has been the product managed by Zhang Kun from E Fund, but in the last two quarters, Zhang Kun's Shareholding reduction was primarily due to the passive Sell as Tencent's stock price exceeded the upper limit. Actively managed equity funds are significantly increasing their positions in Hong Kong stocks. By the end of the first quarter, the scale of actively managed funds holding heavy Hong Kong stock positions was 314.052 billion yuan, an increase of 32.20% from the end of the previous quarter, and the position in Hong Kong stocks rose from 14.52% to 19.10%. In the first quarter of this year, the top two public holdings by Market Cap.
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