27002 BPLENOV@EC2505A.C
- 0.078
- -0.003-3.70%
Unavoidable AIPC! Chip giants are rushing to release new products ahead of the CES exhibition, and Terminal Manufacturers are actively warming up.
① AIPC is seen as a new benchmark for Consumer Electronics in the AI era. Over the past year, major manufacturers globally have continually explored AI empowerment, product forms, user experience, and other aspects. ② Institutions expect that in 2024, the AIPC shipment volume will account for approximately 20% of the total PC shipment volume under a broad definition.
Futu Morning News | The Technology gala CES is coming today! Jensen Huang's keynote speech has sparked market anticipation; Tencent and Contemporary Amperex Technology responded to being listed on the USA Department of Defense list: it is a mistake, and t
Signals of Trump 2.0 removing regulations? The Vice Chairman in charge of financial regulation at the Federal Reserve will resign early after Trump's rise to power; Bitcoin returns to $100,000, and stocks related to Cryptos soar across the board; FuboTV's stock price skyrockets over 251%! It will collaborate with Disney to merge live television streaming services.
CES Hotspot Preview: Major companies like NVIDIA, AMD, Intel, and others release new products, with the market continuing to focus on AI, chips, and AR/VR.
① The CES exhibition will begin next week, and cutting-edge technologies such as AI, chips, and AR/VR will receive a lot of attention; ② Major companies such as NVIDIA, AMD, and Intel will hold a series of press conferences early next week; ③ Over a thousand Chinese companies will participate, accounting for more than 30% of the total exhibitors.
Express News | The latest report from Renmin University of China indicates that the demand for purple-collar talents will exceed 31 million people in the next decade.
"A horse that never dies" has been born in the Technology circle!
Recently, the overseas professional technology media Laptopmag reviewed laptops for 2024. Among them, battery life became a key focus, leading to the emergence of the "new deity." Laptopmag stated that most Copilot+PCs lasted 13 hours or longer in their battery life tests. For example, the Dell XPS 13 lasted an impressive 19 hours! However, even more impressive is that the Qualcomm version of the Lenovo ThinkPad T14s Gen 6 has broken Laptopmag's battery life record.
Xiaomi (01810.HK) rose by over 6%, reaching a historical high. The mainland will implement new subsidies for the purchase of mobile phones and other digital products.
Xiaomi Group - W (01810.HK) opened up 1.32% today, reaching a maximum of 36.25 yuan, setting a new historical high. Currently reported at 36.05 yuan, up 6.03%, with a trading volume of 0.174 billion shares, involving 6.16 billion yuan. Other mobile-related stocks also performed well, with BYD Electronics (00285.HK) opening down 0.12% today, hitting a low of 39.6 yuan. Currently reported at 41.85 yuan, up 4.49%, with a trading volume of 7.352 million shares, involving 0.305 billion yuan. AAC TECH (02018.HK) opened up 0.14% today, reaching a maximum of 38.15 yuan. Currently reported at 38 yuan, up 4.8.
The National Development and Reform Commission: The "Two New" policies will strengthen and expand efforts to implement new purchase subsidies for mobile phones and other digital products.
A responsible person from the National Development and Reform Commission stated at a press conference that by 2025, the implementation of the "two new" policies will gain more strength and expand in scope, offering greater support for "two heavy" projects. The range of equipment renewal support will be expanded to fields such as electronic information, safety production, and Agricultural Machinery. Among these, subsidies will be implemented for purchasing new digital products like mobile phones, providing personal Consumers with subsidies for purchasing three categories of digital products: mobile phones, tablets, and smartwatches. Additionally, standards will be further raised for subsidies on new energy urban buses, Battery replacements, and Agricultural Machinery scrapping and updating. There will be an increased effort to support the renewal of household consumer goods. Deputy Director of the National Development and Reform Commission, Zhao Chenxin, stated that in 2024.
【Brokerage Focus】Goldman Sachs raised the Target Price for LENOVO GROUP (00992) by 4.6% and expects the group's revenue to grow by 18% year-on-year in 2025.
Jingu Finance News | Goldman Sachs released a report indicating that it expects LENOVO GROUP (00992) to achieve an 18% year-on-year revenue growth by 2025, with a gross margin of 16.6%, which is sustainable and significantly benefited by AI PCs, AI Servers, and supportive product cycles. The group's net profit margin is expected to gradually recover to 2.7-2.8% in the 2027-2028 fiscal year, similar to the levels of the 2022-2023 fiscal year. Goldman Sachs has lowered its net profit forecast for the company for the fiscal years 2025-2027 by 16%/13%/6%, and has introduced forecasts for the fiscal year 2028. LENOVO's current market price is equivalent to 10 in 2025.
Major Bank Rating | Goldman Sachs: Raised the Target Price for LENOVO GROUP to HKD 13.28, maintaining a "Buy" rating.
Gelonghui, January 2nd | Goldman Sachs published a report stating that the Target Price for LENOVO GROUP has been raised from HKD 12.7 to HKD 13.28, maintaining a "Buy" rating, believing that the company's current valuation is attractive. Goldman Sachs expects that LENOVO's revenue will grow by 18% year-on-year by 2025, with a gross margin reaching 16.6%, which is sustainable, primarily benefiting from the AI PC, AI Server, and supporting product cycles.
Bullish news is here! The central bank and the securities regulatory commission jointly announced that the second swap convenience will be operated starting today, with an expected operation amount of no less than 50 billion yuan.
It is understood that 20 securities and Fund companies participated in the first operation, and the second operation will add more securities and Fund companies as well as five leading Insurance Institutions, with an expected second operation volume of no less than 50 billion yuan.
The comprehensive list of top pick stocks for Hong Kong stocks by the Brokerage "Outlook" (Everbright International, Zhongtai International).
Everbright Securities International published its 2025 outlook in early December, listing 8 recommended stocks: Ping An Insurance (02318.HK), AIA (01299.HK), Jiangxi Copper (00358.HK), Zijin Mining (02899.HK), Tencent (00700.HK), Lenovo (00992.HK), Cheung Kong Infrastructure (01038.HK), and CLP Holdings (00002.HK).------------------------Zhongtai International published its 2025 outlook report for the Hong Kong stock market strategy in early December, listing the annual recommended stock portfolio: Tencent (00700).
Reviewing the actions of the Saudi Sovereign Fund throughout the year: key investments in space technology, AI, and other fields.
In 2024, the Saudi Public Investment Fund (PIF) focuses on a diversification strategy, frequently making investments and strategic deployments; The key areas of focus for PIF in 2024 include space technology, infrastructure, AI, and cultural tourism; PIF is laying the foundation for a diversified economy that possesses global competitiveness for Saudi Arabia.
The Spring Festival Gala of Technology is coming! These Chinese technology companies will appear at CES 2025.
Referred to as the "Spring Festival Gala of the Technology Industry," CES 2025 will be held in Las Vegas, USA from January 7 to January 11 next year, with over 1,300 exhibitors from China, setting a new historic high. Many Chinese technology companies are expected to release products such as PCs, wearable devices, and panels.
Daily Bull and Bear | The latest bull and bear street ratio of the Hang Seng Index has risen to 63:37! A net Inflow of 17 million HKD for good positions; cooperation with ByteDance to access the Doubao large model, LENOVO GROUP's multiple subscription cer
By the market close, the total market turnover was 139.519 billion Hong Kong dollars, with all warrants and mini futures totaling a turnover of 6.872 billion Hong Kong dollars, accounting for 4.9% of the total market turnover, of which long positions accounted for 3.3% and short positions accounted for 1.7%. Additionally, the net Inflow of all warrants and mini futures was 59.8656 million Hong Kong dollars.
Futu Morning Report | Goldman Sachs Outlook for 2025: AI remains the main theme of the Technology Industry; all annual goals have been achieved ahead of schedule! Xiaomi SU7 delivered over 0.13 million units for the entire year.
Trump expressed support for the H-1B visa, aligning with Musk to advocate for the introduction of foreign talent; the "quantum frenzy" in the US stock market continues, with "quantum NVIDIA" RGTI rising over 10% again, accumulating over 1600% increase this year; Buffett has once again increased his stake in VeriSign, becoming the largest single Shareholder.
This week's Hong Kong stock bull | The "WeChat Mini Store" Concept has ignited the Hong Kong stock market! WEIMOB INC has increased by 30% this week; Kingsoft Cloud has surged threefold since November! Benefiting from Xiaomi's Global Strategy.
Low-altitude economy + AI Chip Concept, ZTE accumulated a rise of 14.22% this week; LENOVO GROUP and LEGENDHOLDING both surged! Collaborating with ByteDance to access the Doubao large model.
Capital trends | Northbound capital heavily purchased Hong Kong stocks for nearly 8.5 billion Hong Kong dollars, significantly increasing positions in Semiconductor Manufacturing International Corporation by nearly 1.4 billion Hong Kong dollars.
Track the latest dynamics of southbound capital.
Northern capital dynamics | Northern capital net Buy of 8.493 billion, Semiconductor Manufacturing International Corporation (00981) and Lenovo (00992) received additional purchases, while Network Technology stocks faced sell-off from local investors.
On December 27, in the Hong Kong stock market, the northbound capital net purchase amounted to 8.493 billion HKD, with SH->HK Connect net purchase of 3.918 billion HKD and SZ->HK Connect net purchase of 4.575 billion HKD.
Express News | Today, southbound funds had a significant net Buy of 8.493 billion yuan. In the Shanghai Stock Connect, XIAOMI-W and Industrial And Commercial Bank Of China had net Buy of 0.611 billion and 0.44 billion Hong Kong dollars respectively; TENCENT recorded the
Hong Kong stocks closed (12.27) | The Hang Seng Index fell by 0.04%. The Semiconductors Sector performed strongly. Kingsoft Cloud (03896) stock price hit a historical high.
The Hong Kong stock market experienced a slight dip in the early session but quickly rebounded, with the three major Indices turning positive collectively, and the Hang Seng Index briefly rising over 1%; in the afternoon, the stock index maintained fluctuations, and the Hang Seng Index turned negative again by the end of the session.