Xiaomi's Market Cap hits a new high! Lei Jun goes to the factory to boost production capacity and the "most expensive product" will be launched at the end of the month.
① After holding a seminar on the Global Strategy of high-end products, Lei Jun went to the Xiaomi Autos factory to discuss further increasing production capacity. ② It took Xiaomi only one month to go from 90 million to a Market Cap of over one trillion.
Tech stocks continue to be hot; can edge AI and Siasun Robot&Automation continue to "ride the wave"?
Track the entire lifecycle of the main Sector.
Xiaomi is taking the stage! DeepSeek ignites the "Hundred Mirrors War" as Consumer Electronics welcomes a new opportunity.
① The official Weibo of Xiaomi glasses has been launched, but no content has been published so far; ② Lei Jun expects the product's shipment volume to be "over 300,000 units." ③ Brokerages point out that AI glasses are likely to become a scenario where AI applications first take root.
The Xiaomi glasses are coming soon!
The official Weibo "quietly" went online, and the media revealed the network access permit and appearance schedule... All these messages send a signal: the release of the Xiaomi AI glasses will be significantly expedited.
The Spring Festival debut, WeChat 'gifts' rush to Guangdong.
Books have become the first choice for many people when it comes to gift-giving.
Alibaba Leaps Over Tesla to Be Second Most Active Stock Option: Options Chatter
Live Stock News: Alibaba Claims AI Baby Also Smart, Market Awaits FOMC Policy Update
China not only has DeepSeek. On New Year's Eve, Alibaba released a major new model. Is it time to reevaluate China's AI Assets overall?
When Alibaba Cloud demonstrates the combination advantages of "powerful models + sufficient computing power + complete cloud platform," does it validate the investment logic similar to North American Cloud Computing providers last year?
JPMorgan: There is still room for this rebound in the Chinese stock market, with Futu, MGM CHINA, and NetEase as top picks.
The strategy report on the Chinese stock market released by JPMorgan on January 26 in Eastern Standard Time indicated that the initial situation of US-China tariff tensions was better than expected, and this wave of rebound still has room to grow.
Earnings Reports preview of Chinese Internet Plus-Related giants: E-commerce recovery boosts Alibaba's quarterly performance, video account advertising may drive Tencent's profits beyond expectations, and food delivery supports Meituan's continuous growth
JPMorgan expects that Alibaba will benefit from the recovery in e-commerce GMV and cost control, with profitability likely to improve. Total revenue for the third fiscal quarter is expected to grow by 8% year-on-year, and Taotian Group's adjusted profits are expected to increase by 6% year-on-year. Nomura anticipates that due to strong performance in the gaming business and growth in video account advertising, TENCENT's total revenue in Q4 may also increase by 8% year-on-year. Meituan's total revenue in the fourth quarter is expected to grow by 20% year-on-year to 88.13 billion yuan, while profit is expected to soar 197% year-on-year to 9.45 billion yuan.
The high-end smartphone market in China is undergoing a significant change.
Apple's dominance in China's high-end smartphone market has been disrupted.
Alibaba Cloud Unveils New AI Tools and Language Models to Empower Global Developers
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.
Meituan launches a strong attack on "New Year's Eve dinner".
Increase investment.
The market maintains a rebound structure with fluctuations upward, paying attention to the rotational opportunities within the broad Technology sector.
Track the entire lifecycle of the main sector.
Only 6.6% away! Semiconductor Manufacturing International Corporation aims for a historical high, nearly 600 stocks have hit record highs this year, these stocks have created historical trading volumes.
① Today, Semiconductor Manufacturing International Corporation surged by 6.3%, with the intraday stock price reaching a new high in nearly two months, approaching the previously recorded all-time high. ② Currently, the financing balance of Semiconductor Manufacturing International Corporation remains at a historical high, but has recently decreased significantly, with a cumulative Shareholding of 2.1 billion yuan in the past month. ③ A total of over 590 stocks reached a new high this year today, with 43% of stocks also recording the highest trading volume for the year, among which 7 stocks simultaneously hit historical peak trading volumes.
WeChat has provided a super entrance for "gift giving".
In the latest iOS version of WeChat, a new 'Send Gift' feature has been added to the '+' action bar in the user chat window, alongside core functions such as sending pictures, video calls, and sending red packets, indicating that users can directly initiate gift sending during chats.
The investigation authorities will legally initiate an investigation into the import of American chips, and the process of Semiconductors localization is expected to accelerate.
On January 16, during a press conference, the Ministry of Commerce stated that American companies' low stock price exports of related mature process chip products to China will be reviewed by the investigating authorities in accordance with relevant Chinese laws and regulations, following WTO rules, and an investigation will be initiated in accordance with the law. Research reports from Minsheng Securities point out that the urgent need for self-controllable demand in the core links of Semiconductors, and domestic manufacturers that continue to make breakthroughs in advanced manufacturing will usher in significant development opportunities.
Lenovo is striving to become the king of AI PCs.
Welcoming an important turning point.
Express News | Semiconductor Stocks Continue to Rise in Overnight Trading