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The amount involved exceeds 0.5 billion yuan and the equity transfer dispute of China Meheco Group is still ongoing | Quick read of the announcement.
① China Meheco Group has appealed to the court regarding the acquisition of the remaining 30% equity in Jinlun Pharmaceutical (now named Hebei Tongyong) held by Wang Yibing; ② The amount involved in this lawsuit reaches 0.51 billion yuan.
Xiaomi and Huawei have entered the running fray; where is the "battle of a hundred mirrors" headed?
① There is ongoing speculation in the market about major companies entering the AI glasses segment, making AI glasses a hot field; ② Analysis suggests that with AI support, the shipment volume of AR glasses is expected to exceed 30 million by 2030; ③ Multiple interviews with reporters have revealed that there are challenges to be solved in both software and Hardware aspects of AI + AR glasses.
Express News | Hong Kong stocks of China Galaxy surged in the afternoon, currently up nearly 4%; China Galaxy A shares hit the daily limit, reaching a historic high.
Why did Zhongjin and Silver once again become the "main characters of rumors" after an overnight announcement denying the merger?
"The truth and falsehood of 'stock swap mergers.'"
Rumors of a merger resurface! Brokerage stocks show unusual movements as China Galaxy and China International Capital Corporation Listed in Hong Kong soar over 15%, and A-shares hit their daily limit.
Merger rumors have resurfaced.
Cloud Business revenue proportion is higher than Alibaba! AI Infrastructure must not forget the three major Operators, Goldman Sachs raised the Target Price across the board.
Goldman Sachs believes that the three major telecommunications operators not only directly participate in Cloud Computing business but also indirectly Share in the AI feast by providing infrastructure services to other cloud companies. In addition to the cost advantages of broadband, compared to Alibaba, China Telecom and China United Network Communications have a higher proportion of Cloud business income among the three operators; the background of state-owned enterprises makes it more Bullish for government institutions and state-owned enterprises to deploy AI/Deepseek.
Express News | China Galaxy and China International Capital Corporation's Hong Kong stocks continue to soar, currently up 15% and 13% respectively; both China's Galaxy and China International Capital Corporation's A-shares have reached their daily limit.
China United Network Communications: Optimized and upgraded the DeepSeek series models, saving an average of 30% in inference computational load.
① China United Network Communications announced an "adaptive slow thinking" optimization upgrade for the DeepSeek series models, saving an average of approximately 30% in inference computation, and it has been open-sourced, making it a first in the industry; ② The specific modifications include difficulty-adaptive fine-tuning, secondary distillation, and difficulty-adaptive reinforcement learning to reduce redundant outputs and resource consumption.
Li Qiang conducted research on the technology innovation work of enterprises belonging to CHINA TELECOM, China United Network Communications, and CHINA MOBILE: strengthening the promotion of technological innovation in emerging frontier fields.
Source: Xinhua News Agency, Li Qiang, member of the Standing Committee of the Political Bureau of the CPC Central Committee and Premier of the State Council, visited the enterprises under CHINA TELECOM, China United Network Communications, and CHINA MOBILE on February 25 to investigate Technology innovation work. He emphasized the need to thoroughly implement General Secretary ****'s important discourse on building a strong Technology country, aiming for emerging frontier fields to vigorously promote Technology innovation, striving to seize the high ground and take the initiative, leading industrial innovation with Technology innovation, better cultivating new quality productivity, and promoting high-quality development. Li Qiang first arrived at CHINA TELECOM Tianyi Cloud Technology Co., Ltd., to hear introductions on Tianyi Cloud construction and Quantum Communication development. Li Qiang pointed out that the current focus is on a new round of technological revolution.
815 yuan! The 'Cold King' has set a new record high.
Three major factors drive the continued enthusiasm for the AI Concept, with China Securities Co., Ltd. further assessing: a pullback is expected to be an opportunity for repositioning and striking.
Daily Bulls and Bears | The Hang Seng Index night futures closed at 22,824 points, the latest bull-bear street ratio rose to 64:36; Air China Limited's January passenger data is optimistic! One call warrant rose by over 200%.
As of market close, the total market turnover was 356.031 billion Hong Kong dollars, with a total turnover of 20.304 billion Hong Kong dollars from all callable bull and bear certificates, accounting for 5.7% of the total market turnover. Among these, the proportion of long positions was 3.3% and the proportion of short positions was 2.4%. The net outflow of funds from all warrants was 0.186 billion Hong Kong dollars.
Daily Bull and Bear | The Hang Seng Index broke last October's high last Friday, with multiple bull certificates surging over 300%; Alibaba soared over 14%, with the highest bull certificate earning more than four times.
As of the market close, the total market turnover was 393.598 billion HKD, with all warrants and callable bull/bear certificates trading a total of 21.527 billion HKD, accounting for 5.5% of the market turnover, among which good positions accounted for 3.0% and short positions accounted for 2.5%. The net Outflow of all warrants was 50.4681 million HKD.
Futu Morning Report | Morgan Stanley continues to be bullish on the China stock market! This round of rebound still has significant allocation space; Tencent's Yuanbao surpasses Doubao, Goldman Sachs looks at Alibaba for AI Infrastructure and Tencent for
The USA's service industry PMI unexpectedly contracted, hitting a new low in over two years, while manufacturing expansion exceeded expectations; Trump plans to retaliate against the digital tax targeting large Technology companies in the USA with tariffs; "new bond king": the massive amount of US debt will eventually be restructured, and there will be significant institutional changes within the next five years.
DeepSeek all-in-one machine, computing power supermarket, Asia Vets hardware industry alliance... multiple significant AI industry collaborations were officially announced at GDC!
① The signing ceremony for ecological partnership and computing power collaboration among partners of the Shanghai Intelligent Computing Resource Scheduling Service Platform was held, where Asia Vets Technology signed a cooperation agreement with Shanghai Telecom, Shanghai Mobile, Shanghai Unicom, Alibaba Cloud, SenseTime, and others for computing power collaboration. ② The next-generation end-to-end autonomous driving solution, which interacts collaboratively with world models from SenseTime, will be released at the April auto show and will be implemented with real vehicle deployment.
After three consecutive years of losses, how can Costar Group break the deadlock? | Company Research
① After three consecutive years of total losses nearing 0.8 billion yuan, plans are underway to break the deadlock; ② The company will achieve breakthroughs through aspects such as 'increasing efficiency and reducing costs'; ② The Autos optoelectronics Business is one of the important supports for the company's future performance improvement.
The IDC Sector is booming! Alibaba is increasing its investment in "AI + Cloud"; which Concept stocks are worth paying attention to?
Goldman Sachs believes that Alibaba's better-than-expected cloud revenue growth and capital expenditures have a positive impact on the demand and supply dynamics of China's datacenter industry, potentially leading to a reevaluation of industry valuations.
Cloud Computing + AI becomes the new engine, stock prices of the three major telecom operators soar!
The second growth curve! Thanks to the AI dividend, the stock prices of the three major telecommunications operators continue to perform excellently.
The Hong Kong stock market is completely boiling! The Hang Seng Index hits a new three-year high, Alibaba soars 12% after earnings, and Assets in China continue to show a "revaluation bull market".
The carnival day of Assets in China!
The Hong Kong stock market is on a strong rise, with the tech index increasing by over 4%! Network Technology stocks, Semiconductors, and the Telecommunication Sector are all showing strength, with Alibaba and China United Network Communications rising ov
Futu News reported on February 21 that Hong Kong stocks have benefited from the impressive Earnings Reports of several Network Technology companies such as Alibaba and Bilibili, making a strong upward move today!
In the past two months, Northbound capital has bought over 190 billion Hong Kong dollars worth of Hong Kong Stocks! 10 stocks have become favorites for increased holdings.
Since the beginning of this year, the Hong Kong stock market has soared, largely due to robust support from southbound capital. From this year's data, the net Buy amount of southbound capital has approached a quarter of last year's total, while the time elapsed is still less than one-sixth of the entire year.