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Futu Morning Report | US stocks faced a "Black Monday"! The White House urgently responded to concerns about economic recession; China Technology stocks are 'siphoning' foreign investment from Emerging Markets, and the AI narrative is driving Global capit
Federal Reserve: In February, short-term inflation expectations in the USA increased, while medium- and long-term inflation expectations remained stable, with growing concerns about the financial situation; "Bitcoin big players" proposed to the White House: their Global Strategy will release 100 trillion dollars in economic value over ten years.
The integration of the Semiconductors equipment Industry is accelerating again! NAURA Technology Group plans to take control of Kingsemi Co., Ltd. | Quick Announcement
① NAURA Technology Group plans to acquire a 9.49% shareholding in Kingsemi Co., Ltd., and will continue to increase its shareholding in Kingsemi Co., Ltd. to gain control; ② A week ago, the actual controller of NAURA Technology Group, Electronic Control from Peking, announced plans to purchase the control of Aicelife; ③ Industry insiders indicate that mergers and acquisitions in the domestic Semiconductors field are highly active, and the integration of the Industry Chain optimizes resource allocation while also promoting the development of new technologies and accelerating breakthroughs in choke points.
Star Evening News | NAURA Technology Group plans to acquire 9.49% of Kingsemi Co., Ltd.'s shares. Jiangsu Jingyuan Environmental Protection Co.,Ltd. states that the proportion of Cloud Computing related Business is relatively small.
Today's Star evening report mainly includes: ByteDance responds to the rumor of "placing an order of 1 billion yuan with Cambricon": the news is false; Xinke Mobile: Deputy General Manager Sun Shaohui resigns due to job changes; Shen Keda: The concerted action agreement of the actual controller will not be renewed upon expiration.
Breaking news! NAURA Technology Group plans to acquire 9.49% of shares in this Semiconductors company | Summary of post-market announcements.
Victory Giant Technology: In the first quarter of 2025, net income is expected to increase by 272%-368% year-on-year.
After being severely hit by the U.S. stock market, leveraged-loving retail investors from South Korea turned to invest in Chinese assets.
① Latest data shows that in the recent list of net overseas stock purchases by South Korean investors, several Chinese companies have appeared; ② The main reason is that the returns of Chinese Assets have significantly outperformed U.S. Stocks during the same period, especially those of American Technology giants; ③ Since the beginning of this year, South Korean retail investors heavily invested in U.S. Stocks leveraged ETFs have suffered heavy losses.
Can the valuations of the ten giants in the Hong Kong stock market catch up with the seven sisters in the U.S. stock market? CICC states that if earnings are realized, there may be potential for a doubling.
① At what level will the valuation of Hong Kong stocks recover? ② What are the core driving factors behind the current rebound of Hong Kong stocks? ③ How much room is there for future valuation expansion of Hong Kong stocks?