Hong Kong stocks rose against pressure; Jensen Huang arrived in Beijing｜Today's important news recap
0417｜Dolphin Research Key Focus:
🐬 Macro/Industry
1、Federal Reserve Chairman Powell stated that "there is no rush to cut interest rates," and his hawkish remarks directly shattered market expectations for loose policies. Coupled with the Trump administration's wavering stance on tariff policies, market panic intensified, leading to a sharp decline in the NASDAQ and a significant drop in U.S. stocks last night. However, Hong Kong stocks resisted the pressure today and collectively rose.
🐬 Stocks
1、$TENCENT(00700.HK)
Tencent has accelerated its integration of AI technology. Yesterday, it announced that its AI assistant "Yuanbao" has officially been integrated into WeChat. Users can now directly experience Yuanbao AI services in the WeChat chat interface. "Yuanbao" is equipped with both Hunyuan and DeepSeek dual engines, seamlessly integrating with the WeChat ecosystem to provide one-click analysis of public account articles, images, and documents.
2、$NVIDIA(NVDA.US)
Recently, the impact of the H20 export restriction policy has become increasingly evident, putting more pressure on NVIDIA, with its stock price fluctuating. Last night, NVIDIA stated, "The U.S. government has provided guidance on the products U.S. companies can sell and where they can sell them. We strictly follow the government's instructions." Today, at the invitation of the China Council for the Promotion of International Trade, NVIDIA CEO Jensen Huang arrived in Beijing. This visit is of great significance for bilateral cooperation.
3、Key Focus on Earnings Reports and Conference Calls
1）TSMC released its earnings report, with Q1 revenue and gross profit performing well. Although recent tariff events have raised concerns about the company and the industry, the company maintained its full-year revenue growth target (around 25%) and capital expenditure target ($38-42 billion), further stabilizing market confidence. Tonight, Dolphin Research will provide a detailed analysis. Stay tuned.
2）ASML:《ASML: Order Decline "Raises Alarm," Will Tariffs Add Insult to Injury?》、《ASML (Minutes): Even if Tariffs Are Implemented, It Should Not Be the Main Bearer》
🐬 Top Gainers
Shanghai-Shenzhen: Catering services, water and soft drinks, leisure facilities such as stadiums.
Hong Kong: Packaging, leisure facilities such as stadiums, electronic games and multimedia.
U.S.: Precious metals and minerals, gold, oil and gas exploration and production.
🐬 Tomorrow's Focus
1、Good Friday and Easter holiday: Hong Kong stocks will be closed from April 18 (Friday) to April 21 (Monday), and U.S. stocks will be closed on April 18 (Friday). There will be no night trading from 8:00 AM to 4:00 PM Beijing Time.
2、Netflix and Hikvision will release their earnings reports. Dolphin Research will track and provide analysis. Stay tuned.
Risk disclosure and statement of this article: Dolphin Research Disclaimer and General Disclosure
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
