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Express News | The USA announced: Communications Equipment, Semiconductors, and Integrated Circuits and other Commodity will be exempt from "reciprocal tariffs."
This week's Hong Kong stock market stars | Gold prices continue to hit new highs! Chifeng Jilong Gold Mining surged over 20% this week; the "domestic substitution" logic ignited chip stocks, and HUA HONG SEMI rose nearly 12% this week.
This week, the Hang Seng Index has decreased by 8.47% to 20,914.69 points; during the same period, the Hang Seng TECH Index has fallen by 7.77% to 4,900.43 points; the Hang Seng China Enterprises Index has also dropped by 7.35% to 7,801.51 points.
Firmly counterattack! China imposes a 125% tariff on all American commodities! If the U.S. continues to increase tariffs, China will ignore it.
Given the current tariff levels, there is no possibility for the USA's commodities exported to China to be accepted in the market. If the USA continues to impose tariffs on commodities exported to the USA from China, there will be no response from China.
Sinoma to Build Lenovo's Saudi Plant for $263.2 Million
Huayuan Securities: Value reassessment during the PC replacement cycle. Initiating coverage of LENOVO GROUP (00992) with a "Shareholding" rating.
ISG turned a profit in a single quarter, the SSG Business focuses on local demand, and the AI Global Strategy planning promotes the company's sustainable development.
Research Reports | Huayuan Securities: Initially gives a "Shareholding" rating to LENOVO GROUP, with three major Businesses continuously undergoing AI transformation, and a value reassessment in the PC replacement cycle.
Gelonghui, April 11 | Huayuan Securities' Research Reports point out that LENOVO GROUP (0992.SH) is a leader in the PC Industry, with its three major Businesses continuously undergoing AI transformation. The company achieved a revenue of 52.093 billion USD in FY25Q1-Q3, with its core Business distributed across three major groups: Asia Vets Business Group (IDG), Infrastructure Solutions Business Group (ISG), and Solutions Services Business Group (SSG), with revenue shares in the third quarter of FY25 accounting for 69%, 20%, and 11% respectively. The firm indicated that the PC replacement cycle has arrived, and the Windows 10 system will cease to be supported in October 2025.