Morgan Stanley has released the "China AI 60" list! In addition to Tencent and Alibaba, these companies are also on the list.
The competitiveness of AI in China has shifted from 'catching up in computing power' to 'defining applications.'
The Shanghai Composite Index has surpassed 3400 points! Can the strength in the financial sector continue? The Military Industry and foreign trade Concept have reached a critical juncture.
Track the entire lifecycle of the main Sector.
Express News | The Hong Kong stock market continued to soar towards the end, with the tech index up over 4% and the Hang Seng Index rising over 2%. SUNNY OPTICAL increased by over 12%, Xpeng Autos and BYD Electronics rose over 9%, NIO grew over 7%, and Tencent, Alibaba,
Direct coverage of the Earnings Conference for the Siasun Robot&Automation Industry: The localization rate of the supply chain is accelerating, while the industrial sector still faces fierce competition.
① Many companies participating in the performance briefing stated that currently, the core or most supply chain links have been localized, while a small number of links that require imports are actively planning localization solutions; ② From the perspective of the overall Siasun Robot&Automation Industry, the competition in the industrial robot industry is fierce, and in 2024, a situation of "growth in quantity without growth in revenue, and growth in revenue without growth in profit" may occur.
More than 60% of A-share vehicle companies achieved growth in net income in the first quarter, with policy dividends and technological breakthroughs being the driving forces for this growth.
① Among the 16 A-share listed automobile companies, 10 companies achieved year-on-year growth in net income attributable to the parent company in the first quarter of 2025, accounting for 62.5%. ② BYD led with a growth rate of 100.38%, SAIC Group's net income increased by 11.40% year-on-year, and Chongqing Changan Automobile's net income attributable to the parent company surged by 601.31% year-on-year.
Tonight! The most important Shareholder meeting in Berkshire's history is here, and what the market is most concerned about is what Buffett will say.
Compared to previous years, investors are likely to value the opportunity to hear Buffett share his investment philosophy and experience at the Berkshire Shareholder Meeting for possibly the last time. There will likely be a greater focus on Buffett's succession plan and Berkshire's development blueprint, especially in light of the global trade war initiated by the Trump administration, with increased attention paid to tariff impacts, economic prospects, how Berkshire will utilize its record cash reserves, adjustments to investments in US stocks like Apple, and strategies for overseas markets such as China and Japan.