Futu Morning News | Trump officially "fires the first shot" in a comprehensive trade war! The three major Indexes collectively experienced volatility and closed down; the U.S. Treasury Secretary is firmly Bullish on the market, stating that the decline in
The "Global Blue Screen" incident was initiated by CrowdStrike, whose Q4 performance exceeded expectations, but profit outlook remains bleak, resulting in an over 8% drop in after-hours trading; informed sources say the US and Ukraine plan to sign a mineral agreement, and Trump will announce it today; Apple has launched the iPad Air with M3 chip and new Magic Keyboard starting at $599.
The Ministry of Commerce has prohibited the export of Gene Sequencing instruments to China due to the U.S. National Defense Authorization Act, without mentioning reagents or consumables for the time being.
① The Ministry of Commerce officially announced a ban on the export of Gene Sequencing instruments to China due to Meina. However, this ban only pertains to equipment and does not yet mention reagent consumables; ② Analysis suggests that due to Meina's domestic concessions, there is a bullish outlook on the market share filling by domestic sequencing instruments.
Jensen Huang strongly endorses 'physical AI', and Goldman Sachs has named these potential companies.
According to Goldman Sachs, autonomous driving, AI equipment, and robot automation are currently the most important areas of physical AI application. In the field of autonomous driving, Goldman Sachs specifically mentioned Uber Technologies, Pony.ai, BYD, Li Auto, Xiaomi, and Baidu. Regarding AI equipment, Goldman Sachs is Bullish on Horizon Robotics, Mobileye Global, AAC TECH, and Quanta Computer. In robot automation, Goldman Sachs is most focused on Harmonic Drive Systems, Yaskawa Electric Machine, Zhejiang Sanhua Intelligent Controls, and Shenzhen Inovance Technology.
After a significant rise in Hong Kong stocks in February, a directional choice faces the market. Institutions are intensely debating whether it is a "bull retracement" or the "beginning of a long bull run".
① After a big rise in Hong Kong stocks in February, has the market valuation already exhausted the short-term upside potential? ② Can the extreme valuation gap between Chinese and American technology stocks, along with the rebound in domestic Crediting, support Hong Kong stocks to enter a sustained trend?
Eight new drugs have been approved for market in China, with three of them for cancer treatment! They are from companies such as Johnson & Johnson (JNJ.US) and FOSUN PHARMA (02196).
According to the official website of the China National Medical Products Administration (NMPA) and public information, at least 8 new drugs have been approved for sale in China in February 2025.
AH Stocks opened lower, the Hang Seng Tech Index fell over 2%, BYD shares dropped over 7%, and Mixue Group rose over 4%.
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