New Year's gift package! 136 game licenses have been issued, with over ten listed companies' new products included.
In the first month of 2025, a total of 136 new games were approved, including over ten new products from listed companies. This month marks the fourth consecutive time that both domestic and imported licenses have been issued in the same month.
Is the iPhone 16 sales disappointing? Apple's Q4 sales in China dropped by 18%, surpassing Huawei and Xiaomi.
① In Q4 last year, Apple's sales in China decreased by 18.2% year-on-year, dropping to third place, with a market share of about one-sixth; ② The cooling of Apple's market in China is partly due to some of its AI features being unavailable in the Chinese market, and partly due to the strong performance of the Huawei Mate 70 series and Xiaomi 15 series, increasing the competitive pressure on Apple phones.
Hong Kong stocks issued "Chinese New Year red envelopes"! The technology index has risen for six consecutive days, with the strongest component stocks increasing nearly 28%! What is the outlook for the future market?
According to the Statistics, as of January 17, the net Inflow of southbound funds into Hong Kong stocks this year has reached 107.421 billion Hong Kong dollars. In 2024, the Inflow of southbound funds is only 744 billion Hong Kong dollars. Clearly, southbound funds are aggressively bottom-fishing for Hong Kong Assets.
As expected! On the first day of his presidency, Trump signed an executive order to cancel support for the electric vehicle Industry.
① Trump ordered the cancellation of the regulation that "by 2030, half of all new cars sold in the USA will be electric vehicles," and will freeze the remaining government funds used for the construction of car charging stations, canceling the US government's support for the Electric Vehicle Industry. ② Trump also stated that he will consider ending the electric vehicle tax credit and pledged to increase oil production in the USA, canceling Biden's clean energy initiative.
The latest holdings of top fund manager Zhang Kun are revealed! Increased shareholding in Alibaba, reduced shareholding in Meituan and CNOOC.
In this quarterly report, Zhang Kun stated that he assesses the intrinsic performance of the companies in the portfolio every year to review and evaluate the determination of the companies' fundamentals.
Daily Bull and Bear | The Hang Seng Index rose for five consecutive days! The night futures increased by 1.5% to rise above 20,000 points; Network Technology stocks are aggressively advancing, with Alibaba and Tencent's multiple bull certificates doubling
As of the market close, the total market turnover was 161.376 billion Hong Kong dollars, with a total turnover of 13.392 billion Hong Kong dollars for all warrants and callable bull/bear certificates, accounting for 8.3% of the market turnover. Among these, the proportion of long positions was 3.6%, while the proportion of short positions was 4.7%. The turnover for call warrants was 2.67 billion Hong Kong dollars, and for put warrants, it was 1.934 billion Hong Kong dollars; the turnover for bull certificates was 3.153 billion Hong Kong dollars, and for bear certificates, it was 5.635 billion Hong Kong dollars.
Recently, the Siasun Robot&Automation Industry Chain has been continuously catalyzed, and Institutions remain Bullish on Sector investment opportunities.
① According to media reports, recently, Professor Gong Wei, a member of the Provincial Political Consultative Conference and Vice President of Wuhan University, introduced to reporters that the Tianwen project is moving from the laboratory to the production line, with plans for mass production in 2025. ② Cui Yan from Minsheng Securities analyzed that the technology of humanoid robots is evolving rapidly, with the industrial trend continuously strengthening, and the long-term potential consistently expanding, remaining bullish on investment opportunities in the humanoid robot sector.
Five consecutive rises! Hong Kong stocks are experiencing a strong rebound, Call Options for China Stocks ETF are being aggressively bought again, what is the outlook for the market?
China International Capital Corporation believes that from a long-term perspective, the Hong Kong stock market has not yet escaped the fluctuating pattern. To expand the market space, there are mainly two avenues: one is to rely on large-scale fiscal efforts to solve the current credit contraction issue faced by the economy; the other is the market pullback, creating better buying opportunities and greater rebound potential, referred to as 'opportunities arising from declines.'
The popular games ranking for December 2024 has been released: the classic mobile games "Honor of Kings" and "Peace Elite" are ranked Top 1 and Top 2 on the download chart respectively.
Recently, Qimai Data released the list of popular games in December 2024, which includes the Top 30 popular game downloads and the Top 30 popular game revenue rankings.
Market Overview | The Hong Kong stock market continues to rise! The Hang Seng Index once returned to the 0.02 million point mark, Network Technology stocks advanced strongly, with JD.com, Meituan, and Alibaba all rising over 5%.
Futu News reported on January 20 that Hong Kong stocks opened higher and continued to rise, with the Hang Seng Index aiming for 0.02 million points, and the Hang Seng TECH Index once rising over 3%.
Express News | The Hang Seng Index returns to the 0.02 million point mark! The tech index's rise expands to 3%, with JD.com skyrocketing nearly 7% leading the gains.
IDC: The shipment volume of Smart Phones in China for 2024 is expected to be approximately 0.286 billion units, with a year-on-year growth of 5.6%.
In 2024, the total shipment volume of Smart Phones in China is about 0.286 billion units, a year-on-year increase of 5.6%, rebounding after two years of decline.
Join the Spring Festival "Gift War"! JD.com's US stock once surged over 10%.
As the Spring Festival approaches in 2025, major e-commerce platforms have begun to ignite a wave of "gift giving." On January 17, JD.com launched a gifting feature in the new version of its app, allowing users to log into a dedicated page for selection by searching "JD.com gift giving."
**** had a phone call with the elected president of the USA, Trump.
**** congratulated Trump on being re-elected as President of the USA, pointing out that both sides highly value each other's interactions and hope that the China-US relationship has a good start in the new term of the USA President, wishing to promote greater progress in the China-US relationship from this new starting point.
U.S. Stock Preview | All three major futures indices rally! UBS Group: S&P 500 is expected to rise to 6,600 points this year; Bitcoin has returned above $100,000! Concept stocks related to Cryptos are up across the board in pre-market trading, with MSTR r
JD.com shares rose over 5% in pre-market trading, with the new version of the APP launching a "gift" feature; Nukkleus shares increased over 74% in pre-market trading, following a rise of over 21% yesterday.
Express News | Alibaba repurchased approximately 3.8904 million shares for about 39.9858 million US dollars on January 16.
JD.com has launched a gifting feature, introducing the "group gifting" play.
JD.com indicated that the "Gift" feature is not currently supported by all Commodities. The products displayed in the "JD.com Gift" section are already supported, and the range of related Commodities will gradually expand in the future.
The National Bureau of Statistics: In 2024, the total domestic product will be 134,908.4 billion yuan, with a growth of 5.0% compared to the previous year.
Looking at it by quarters, the gross domestic product grew by 5.3% year-on-year in the first quarter, 4.7% in the second quarter, 4.6% in the third quarter, and 5.4% in the fourth quarter. In terms of quarter-on-quarter, the gross domestic product grew by 1.6% in the fourth quarter.
CICC: The results of the half-year review of the Hang Seng Index will be announced next month, with NIO and POP MART expected to be included in the index.
Due to significant changes typically seen during the semi-annual review, and the large scale of passive funds tracking flagship indices (according to Statistics from both Bloomberg and Wind, the ETF sizes tracking the Hang Seng Index, the National Enterprises Index, and the Hang Seng TECH Index are approximately 27.53 billion USD, 5.41 billion USD, and 18.66 billion USD respectively), potential changes in constituent stocks and the corresponding Capital Trend deserve careful attention.
Daily Bull and Bear | The Hang Seng Index has rebounded for three consecutive days, and the "bull army" is feeling proud! Several bull certificates have doubled in surge; Semiconductor Manufacturing International Corporation has experienced a Top Reversal
At the close of trading, the total market turnover was 142.3 billion Hong Kong dollars, with a total turnover of 11.6 billion Hong Kong dollars for all warrants and structured products, accounting for 8.2% of the market turnover, of which long positions accounted for 3.6% and short positions accounted for 4.6%. The net Outflow of funds for all warrants and structured products was 65.89 million Hong Kong dollars.