Hong Kong Stock Midday Review: The Science and Technology Index rose by 4.7%, DeepSeek concept stocks were active, and KINGDEE INT'L surged by 20%When the AI Agent "Manus" took the stage overnight, it proved that PC is still the best entry point for AI!Last night, three events strengthened China's AI technology narrative?Marvell'er Technology (Minutes): The growth rate of data centers has collapsedDOGE's actual impact is less than 10 billion USD, is Trump's real intention to cover up the "extension of tax cuts"?Market Update | MIXUE GROUP continues to rise over 9%, reaching a new high since its listingU.S. Secretary of Commerce says: Trump will announce Bitcoin strategic reserves on FridayThe balance sheet reduction plan encounters a "political black swan," and the debt ceiling may force the Federal Reserve to urgently halt QTUnderstanding the Market | Tencent rose nearly 6% in early trading, Tencent Yuanbao topped the download chart, Citigroup stated that Tencent has strengthened its strategic prioritiesMaivell Technology: Pouring Cold Water on AI Again, ASIC Sounds the AlarmUnderstanding the Market | KUAISHOU-W rose over 8% in early trading, its subsidiary Keling AI has attracted attention from various parties, with the total number of global monthly active users in January doubling month-on-monthLooking back, the day that just passed may be recorded in European historyLenovo's Yang Yuanqing: A brand new generation of AI PC is about to be releasedUnderstanding the Market | Alibaba-W opened over 6% higher, releasing the open-source inference model QwQ-32B, which rivals DeepSeek R1 with 1/20 the parametersDaily Hong Kong Stock Market News Briefing (March 6, Thursday)Alibaba open-sources QwQ-32B! With a 1/21 small parameter, it rivals the performance of DeepSeek R1, with a cost of only 1/10Breakfast | Chinese concept stocks soar, Alibaba rises nearly 9%! Trump tariffs "give some leeway," automotive stocks surgeWall Street raises the "magnifying glass": Marvell Tech's earnings guidance falls short of the highest expectations, causing a post-market stock price collapseFederal Reserve Bank of New York officials: The dynamics between Trump and Capitol Hill regarding the handling of the debt ceiling may disrupt the money marketThe "historic" fiscal expansion plan stimulates, causing German bond yields to soar, marking the largest increase since June 2022Trump's tariffs "give some leeway," U.S. stock indices rebound over 1%, Chinese concept stocks soar, Alibaba rises nearly 9%, the dollar plunges, and German bonds post their worst performance since 1990Top 20 U.S. stock trading volumes on March 5: Chinese concept stocks surged, Alibaba rose 8.6%Federal Reserve Beige Book: U.S. economic activity "slightly" increased, "tariffs and uncertainty" mentioned unusually frequentlyMajor update to Google's flagship product! Testing "AI Mode" new search, smarter than ever!General Motors rose 5.1%, Ford rose 3.9%.
The US dollar fell 0.15% against the Canadian dollar, reported at 1.4372. The US is considering delaying tariffs on Canadian and Mexican automobiles by one monthThe China Concept Index rose over 4%, Xunlei increased by about 14%, and Full Truck Alliance and Yuchai International both rose at least 10%My Favorite "Magnificent Seven" Stock Just Joined the Quantum Computing Revolution (Hint: It's Not Nvidia)Zhou Li Fu Wu Chong IPO: What is the outlook for "private label" gold?U.S. stock market opens: Chinese concept index rises 3.6%, Nasdaq rises 0.2%, Philadelphia Semiconductor Index rises 0.8%Nvidia Invested in CoreWeave, but I Won't Be Buying the IPOIn February, the ADP employment figure in the United States unexpectedly fell to 77,000, below expectations, marking the smallest increase since JulyBringing in Middle Eastern tycoons, BYD raised HKD 43.5 billion in Hong Kong financingDaily U.S. Stock Market News Briefing (March 4, Tuesday)"Little Non-Farm" Surprises! U.S. February ADP Employment Numbers Drop to Lowest Since Last JulyShould You Forget Tesla and Buy 2 Artificial Intelligence (AI) Stocks Right Now?In February, the ADP employment number in the United States increased by 77,000, expected to be 140,000, and the previous value was 183,000Is the volatility in the US stock market not over yet? Traders: Friday's non-farm payroll night may stir up even bigger "waves"This Key Metric Shows Why Nvidia Stock Is Too Cheap to IgnoreXiaomi "Becomes a God Overnight": Where Does the Trillion Come From and Where Does It Go?Elon Musk's foray into politics faces "backlash," Tesla's sales in Germany plummet 76% year-on-year in FebruaryGeely: Can the Smart Driving Battle Shake BYD?U.S. Stock Preview | Cryptocurrency concept stocks rise in pre-market as "Trump recession" alarm soundsHong Kong Stock Review: It's Back AgainLEU: The American version of self-controllable beneficiary stocksXingzheng Strategy: Eight Important Questions in the Hong Kong Stock Market RecentlyTrump's tariffs suppress economic outlook, and the dollar falls to a three-month low"Old Huang is deceiving people"! 5070 first batch review: promised to compete with 4090 at 1/3 the price, but actually worse than 4070 TiBillionaire Stanley Druckenmiller Dumped Shares of Nvidia and Palantir and Is Piling Into His New Favorite Artificial Intelligence (AI) StockNvidia Stock Is a Clear Case Study of an Indispensable Investing Principle From Warren BuffettU.S. stocks plummet, does Trump really not care? The "slight disruption" caused by tariffs is acceptable