Hong Kong and U.S. Stocks
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$1.5 Trillion Defense Budget May Struggle to Pass; Internal Republican Disagreements Over the Deficit Could Prove a Stumbling Block
Bernstein analysts say it is hard to imagine the U.S. defense budget reaching $1.5 trillion by 2027. While it is a foregone conclusion that defense spending will continue to rise, President Donald Tru
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Metal trading volume on the London Metal Exchange (LME) reached a record high in 2025, up 7.9% from the previous year.
Metal trading volume on the London Metal Exchange (LME) reached a record high in 2025, up 7.9% from the previous year.
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A Symposium for Portable Power Bank and Battery Companies Was Held in Nanchang
A symposium for portable power bank and battery manufacturers was held on the 8th in Nanchang, Jiangxi Province, to discuss the development and implementation of the *Technical Specifications for the
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Donald Trump Tariff Policies Trigger Safe-Haven Flight; Foreign Investors' Purchases of Japanese Stocks in 2025 Hit a 12-Year High
Amid economic uncertainty under the Donald Trump administration, overseas investors flocked to the Japanese stock market last year in search of safe havens, with their purchases reaching their highest
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Tencent Holdings: On January 8, the company spent approximately HK$636 million to repurchase 1.034 million shares at a price ranging from HK$610.5 to HK$618.5 per share.
Tencent Holdings: On January 8, the company repurchased 1.034 million shares for approximately HK$636 million, at a price ranging from HK$610.5 to HK$618.5 per share.
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Iranian Foreign Minister: Tehran remains prepared to engage in negotiations with Washington based on mutual respect and shared interests.
Iranian Foreign Minister: Tehran remains prepared to engage in negotiations with Washington based on mutual respect and shared interests.
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How are the implementation standards for “issuing policies upon receipt of premiums” defined? The National Financial Regulatory Administration has responded to key issues regarding the “integration of reporting and underwriting” in non-motor insurance.
According to industry sources, the Property Insurance Supervision Department of the National Financial Supervisory Administration issued the "Notice on Issuing the " (Letter No. 639 [2025] from the Pr
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Tencent Holdings (00700.HK): On January 8, the company repurchased 1.034 million shares at a cost of approximately HK$640 million.
Tencent Holdings (00700.HK): On January 8, the company repurchased 1.034 million shares at a cost of approximately HK$640 million.
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Ambassador Wu Jianghao Rejected Japan’s Objections Regarding Export Controls on Dual-Use Items
Today, Ambassador Wu Jianghao rejected the remarks made by Kenji Funakoshi, Japan’s Vice Minister for Foreign Affairs, regarding China’s tightening of export controls on dual-use items to Japan. Wu Ji
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JD Wealth: Equity Product Assets Under Management to Grow 82% Year-Over-Year in 2025
In 2025, the outstanding balance of JD Wealth’s equity products increased by 82% year-over-year, the outstanding balance of index funds rose by 105% year-over-year, the outstanding balance of conserva
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According to a survey by the Bank of England’s Policy Committee, businesses expected their product prices to rise by 3.6% over the next year in the three months ending in December, down 0.1 percentage points from the forecast for the three months ending in November.
According to a survey by the Bank of England’s Policy Committee, businesses expected their product prices to rise by 3.6% over the next year in the three months ending in December, down 0.1 percentage
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According to a survey by the Bank of England’s Policy Committee, expectations for wage growth over the next year fell slightly by 0.1 percentage points to 3.7% in the three months ending in December.
According to a survey by the Bank of England’s Monetary Policy Committee, expectations for wage growth over the next year fell slightly by 0.1 percentage points to 3.7% in the three months ending in D
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The U.S. drone sector gained momentum, with CrowdTech Security and AeroVironment rising more than 7% and Ondas Holdings climbing over 4%; following the annual rebalancing of the Bloomberg Commodity Index, the U.S. precious metals sector came under pressure, with Hecla Mining falling more than 3% and Pan American Silver dropping over 2%.
The U.S. drone sector gained momentum, with CrowdTech Security and AeroVironment rising more than 7% and Ondas Holdings climbing over 4%; following the annual rebalancing of the Bloomberg Commodity In
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Significant discrepancies have emerged in the rebalancing of the BCOM and GSCI indices, and commodities may be entering their most liquid period in recent years.
With the annual index rebalancing approaching, hedge funds and traders typically position themselves in late December to avoid the crowded execution window. Historical patterns show that once the fund
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CEO of French cloud computing company OVH: We are exploring partnerships to establish multi-country AI infrastructure across six to seven European nations. The EU’s AI initiative focuses too much on capital expenditures and assets, while paying insufficient attention to revenue—who will foot the bill?
CEO of French cloud computing company OVH: We are exploring partnerships to establish multi-country AI infrastructure across six to seven European nations. The EU’s AI initiative focuses too much on c
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Iranian Foreign Minister: The purpose of this visit to Lebanon is to discuss the challenges Israel poses to regional security and to strengthen bilateral relations with Lebanon.
Iranian Foreign Minister: The purpose of this visit to Lebanon is to discuss the challenges Israel poses to regional security and to strengthen bilateral relations with Lebanon.
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Nanjing Panda: The company currently has no mature products related to brain-computer interfaces and has not generated any revenue from such products.
Nanjing Panda announced that it has noted the recent widespread market interest in brain-computer interface (BCI) concepts. The company is participating in a sub-project titled “Research and Developme
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CGN Power: Total electricity generation from nuclear power units in 2025 was approximately 247.013 billion kilowatt-hours, representing a 2.00% increase compared to the same period last year.
CGN Power announced that from January to December 2025, the total electricity generated by the nuclear power units operated and managed by the Group was approximately 247.013 billion kilowatt-hours, a
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CEO of French cloud computing company OVH: The company has been in negotiations with the European Commission regarding its AI super-factory plan.
CEO of French cloud computing company OVH: The company has been in negotiations with the European Commission regarding its AI super-factory plan.
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CEO of French cloud computing company OVH: Surprised that the EU’s AI Super Factory initiative is being implemented on a country-by-country basis rather than through coordinated efforts across Europe.
CEO of French cloud computing company OVH: Surprised that the EU’s AI Super Factory initiative is being implemented on a country-by-country basis rather than through coordinated efforts across Europe.
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Statoil: The company will sign framework agreements with seven suppliers, with a total value of approximately 100 billion Norwegian kroner.
Statoil: The company will sign framework agreements with seven suppliers, with a total value of approximately 100 billion Norwegian kroner.
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Israel Defense Forces: Following a failed rocket attack on Israel from Gaza, the IDF struck the launch site.
Israel Defense Forces: Following a failed rocket attack on Israel from Gaza, the IDF struck the launch site.
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Jinli Permanent Magnet: Net Profit Expected to Rise 127%–161% Year-Over-Year in 2025; Small-Batch Deliveries of Motor Rotors and Magnetic Materials for Humanoid Robots Have Begun
According to an announcement by Jinli Permanent Magnet, the company has released its 2025 annual earnings forecast, projecting net profit attributable to shareholders of the listed company to range fr
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Wens Co., Ltd.: Net profit for 2025 is expected to decline by 40.73%–46.12% year-over-year
Wens Co., Ltd. announced that it expects net profit attributable to shareholders of the listed company for 2025 to be between 5.0 billion yuan and 5.5 billion yuan, representing a year-on-year decreas
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VistaShares: Micron Gross margin guidance nears 81%, a significant increase from 37% a year ago
Svmuu News: VistaShares posted on X that Micron, which is set to report its earnings on June 24, has achieved triple-digit revenue growth for several consecutive quarters.VistaShares noted that the ke
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Wedbush raises its price target for Micron to $1,300
Svmuu News: Wedbush has raised its price target for Micron Technology (MU.O) from $550 to $1,300. (Jin Shi)
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Gate has expanded its Hong Kong stock offerings to more than 1,500 securities and continues to enhance its global equity asset coverage system
Svmuu News: Gate has further expanded its Hong Kong stock trading offerings to over 1,500 securities, continuing to broaden its coverage of assets listed on the Hong Kong Stock Exchange beyond the ori
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Deutsche Bank raised its price target for Micron to $1,500
Svmuu News: According to market reports, Deutsche Bank has raised its target price for Micron from $1,000 to $1,500. (Jin Shi)
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The U.S. space sector is gaining momentum, with KULR Technology up 11%
Svmuu News: According to data from MSX.COM, the U.S. space sector is gaining momentum, with KULR Technology up 11%, Rocket Lab up 6.88%, and Boeing (BA.N) up 4%. SpaceX rose more than 6%, following a
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U.S. stocks in the memory chip and optical communications sectors rose across the board, with Micron. surging more than 7%
Svmuu News: According to data from MSX.COM, U.S. stocks in the memory chip and optical communications sectors rose across the board, with Seagate Technology and Western Digital up more than 9%, Micron
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Morgan Stanley: Capital May Shift Away from Tech Stocks, Suggesting a Shift in the Structure of the U.S. Stock Market Rally
Svmuu News: Morgan Stanley stated that the decline in oil prices will ease inflationary pressures and drive capital from highly valued tech stocks toward undervalued cyclical sectors, with U.S. stocks
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Robinhood's stock price has surpassed $100, rising 8.06% today
Svmuu News: According to data from MSX.COM, Robinhood’s stock price has surpassed $100 and is currently trading at $100.7, up 8.06% on the day. Bernstein previously stated that Robinhood is poised to
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U.S. stocks opened higher across the board in the AI sector, with Micron rising more than 7.58%
Svmuu News: According to data from MSX.COM, U.S. stocks opened higher, with the Dow Jones Industrial Average up 1.23%, the S&P 500 up 1.41%, and the Nasdaq Composites up 2.29%, while the VIX fear inde
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Blockchain Digital Infrastructure has rebranded as AIB Data Centers and is shifting its focus to the AI infrastructure sector
Svmuu News: Blockchain Digital Infrastructure, a U.S.-listed digital infrastructure developer and operator, has announced that it will change its name to AIB Data Centers. The new name will take effec
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U.S. Pre-Market Highlights: NVIDIA. Rises Over 1% in Pre-Market Trading; Plans to Raise at Least $20 Billion Through High-Grade Bond Issuance
Svmuu News: Pre-market Highlights for U.S. Stocks: 1. Futures for the three major U.S. stock indices are all trading higher. Dow Jones futures are up 0.91%, S&P 500 futures are up 1.21%, and Nasdaqs 1
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JPMorgan Chase: Plummeting oil prices could be a powerful driver for the stock market
Svmuu News JPMorgan Chase reports that the plunge in oil prices could serve as a powerful catalyst for the stock market, as it is expected to reignite the broad rally that was abruptly halted by the o
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Morgan Stanley: Easing Tensions Between the U.S. and Iran Drive Rotation into Cyclical Stocks; U.S. Stock Market Rally Set to Spread Further
Svmuu News: Morgan Stanley strategists say U.S. stocks may receive an additional boost from a rotation of funds into cyclical and economically sensitive sectors, which have underperformed during the I
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Xiaohongshu may quietly file for an IPO in Hong Kong by the end of the month, with a valuation of up to $31 billion
Svmuu News: According to sources familiar with the matter, Xiaohongshu plans to quietly file for an IPO in Hong Kong by the end of this month. The company is currently working with advisory firms to a
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AI-related stocks are trading mixed in pre-market trading on U.S. markets, with ANET up more than 4.37%
Svmuu News: According to data from MSX.COM, AI-related stocks in U.S. pre-market trading showed mixed performance: MRVL fell 0.36%, MU fell 1.43%, AVGO fell 0.91%, ANET rose over 4.37%, while AMD rose
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Hong Kong stocks related to large language models gained ground, with the Hang Seng Index closing up 0.5%
Svmuu News: According to data from MSX.COM, the Hong Kong Hang Seng Index closed up 0.5%, while the Hang Seng Tech Index rose 1.28%. Large-model concept stocks gained momentum, with Zhipu surging over
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Liuliu Mei surged over 186% on its first day of trading, sparking a speculative rally in AI-related stocks due to its stock abbreviation, LLM
Svmuu News: According to Gate data, "the first listed company in the green plum snack sector," Liuliu Mei (06658.HK, abbreviated as LLM), officially listed on the Main Board of the Hong Kong Stock Exc
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Dow futures extended gains to 1%, while Nasdaqs 100 futures rose nearly 2%
Svmuu News: U.S. stock index futures rose on news that the U.S. and Iran had reached a peace agreement and reopened the Strait of Hormuz. Dow Jones futures extended gains to 1%, Nasdaqs 100 futures ro
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Zhipu (02513.HK): We expect GLM-5.2 to help boost the volume of calls for our future open platform and API services,
Svmuu News: Zhipu (02513.HK): The Company expects that its latest flagship model, GLM-5.2, will help boost call volumes for its future open platform and API businesses. As of the date of this announce
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Goldman Sachs: Hong Kong Stock Market Expected to See Over HK$2 Trillion in Share Lock-Up Expirations
Svmuu News Goldman Sachs reports that as IPO lock-up periods gradually expire, the Hong Kong market may see an additional supply of shares worth approximately $274 billion (about HK$2.13 trillion) ove
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Hyperliquid's storage sector led the rally in after-hours trading, with Micron, and SanDisk rising more than 4%.
Svmuu News: According to Hyperinsight data, while U.S. markets remained closed for Sunday, the storage sector on Hyperliquid led gains during the night session.MU (Micron) rose 4.6% to $1,028, with a
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Citrini: U.S. stocks have not yet peaked, but we may see frequent pullbacks of 10% to 15% in the coming months.
Svmuu News: In its latest article, leading investment research firm Citrini stated that the U.S. stock market has not yet peaked, and the recent market pullback is essentially just a long-overdue flus
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BP (Backpack) has surged past 0.45 USDT, rising over 300% in a week
Svmuu News: Market data shows that BP (Backpack) has risen above 0.45 USDT and is currently trading at 0.453 USDT, with a 24-hour gain of 31.73% and a weekly increase of over 300%. In related news, Ba
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Hong Kong-listed Zhipu (02513.HK) rose by more than 45% at one point during the trading session; the gain has since narrowed to 29%.
Svmuu News: According to data from MSX.COM, shares of Hong Kong-listed Zhipu (02513.HK) rose by more than 45% at one point during intraday trading, though the gain has since narrowed to 29%. In relate
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Hong Kong and U.S. Stocks
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