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Earnings Reports season "report cards" are impressive! New consumer stocks in the Hong Kong stock market are "ignited" again, with POP MART soaring 10% to reach a new high.
Recently, several Hong Kong consumer stocks released their performance and announced impressive Earnings Reports.
The "Trump chaos" is threatening the USA's oil production, and the Shale Oil giants are struggling to cope!
Policy risks have forced Shale Oil producers to reduce drilling plans, and companies are pressing the "pause button" on investments. Will Trump's energy expansion agenda "miscarry"?
Is Wall Street "agreeing to short together"? Barclays: The current AI computing power seems sufficient to meet the demand.
Barclays pointed out that by 2025, the AI Industry will have enough computing power to support between 1.5 billion and 22 billion AI Agents. The AI Industry needs to shift from 'meaningless benchmark tests' to the practical deployment of Agent products, with low inference costs being key to profitability, and open-source models will reduce costs. Although it seems that computing power is sufficient, there is still a gap in dedicated computing power for efficient and low-cost Agent products.
Express News | POP MART surged nearly 6% at the start of trading, setting a new historical high.
Daily Bull and Bear | The Hang Seng Index's night futures slightly fell by 0.12%, and the bull certificate street position dropped to 57.3%; Autos stocks collectively surged yesterday, with BYD's one bull certificate doubling its profits.
As of yesterday's market close, the total market turnover was 199.765 billion Hong Kong dollars, with a total turnover of 17.849 billion Hong Kong dollars for all warrants and callable bull/bear contracts, accounting for 8.9% of the market turnover, of which long positions accounted for 5.4% and short positions accounted for 3.5%.
What did a report hitting AI computing stocks really say?
TD Cowen found through channel surveys that cancellations and delays of Microsoft Datacenter leases are more common than expected, abandoning new Datacenter projects that consume a total of 2GW of power in the US and Europe, attributing this to an oversupply of Computer clusters. However, Google and Meta quickly filled the gap, and the overall demand for Datacenters is still growing year-on-year. Meanwhile, the supercomputing architecture is transitioning to higher density, leading to a short-term slowdown in equipment Orders, which presents challenges for equipment suppliers.