CSOP HS TECH

Qianwen AI Glasses G1 Unveiled Domestically at AWE 2026

Market provides latest analysis on wafer foundry giants

Tencent's 'Lobster Task Force' drives AI product matrix, receiving positive market response

New Zealand Fuel Shortage Sparks EV Buying Frenzy, BYD Demand Surges

Reports claim DeepSeek V4 and Tencent's new Hunyuan model will be released simultaneously in April

KGI Securities releases a research report, optimistic about Tencent's global cloud layout and AI technology dividends

Tencent's Wang Juan: AI is not to replace screenwriters, but to 'grow a second pair of hands' for creation

Personnel Changes at RT-Mart's Parent Company, Highsun Retail

JD.com reportedly extends subsidy war to the Online Travel Agency (OTA) sector, potentially intensifying competition

BYD Adds Two New Pure Electric Models with a Range of Over 1,000 Kilometers

Kuaishou E-commerce Releases Home Appliance and Digital Consumption Trends at AWE2026, Highlighting Platform Growth

Sina Finance article highlights the positive role of Meituan's "Reassured Purchase" and other food safety assurance services in boosting domestic demand

BYD Publishes Two New International Patent Applications

Gangzi Robot and BYD Energy Storage sign a joint R&D agreement to co-develop autonomous mobile charging robots.

BYD Shows Strong Performance in Europe with a 165% Surge in January Registrations

Meituan Travel Launches Exclusive Benefits for Black Gold and Black Diamond Members at Shanghai Legoland Resort

Market Data Shows Xiaomi Has Won First Place in Smart Door Lock Sales for Five Consecutive Years

BYD partners with South Africa's Two Oceans Marathon as vehicle partner

NVIDIA GTC 2026 Commences, Potentially Impacting AI-related Stocks Like Alibaba

Xiaomi's chip supplier, Fourier Semiconductor, has filed for a Hong Kong IPO

AOM INT'L

KO YO GROUP

MABPHARM-B

MOST KWAI CHUNG

CHINA ORAL IND

BRIGHT SMART

CCT FORTIS

EASY SMART GP

CEN PLAZA HOTEL

SMART DIGI TECH

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BYDDY

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- BYD's Brazil factory has secured export orders for 100,000 vehicles, split equally between Argentina and Mexico, as part of its Latin American expansion.  
- The Camaçari factory has an annual output capacity of 150,000 vehicles and plans to expand to 600,000 units, producing hybrid and electric models.  
- BYD is also investing 300 million reais to build a research center in Rio de Janeiro, aimed at developing vehicle technologies suited for tropical conditions, with construction expected to finish by 2028.

Reuters

BYD Company Limited

BYD Company

BYD COMPANY

BYD's Brazil plant secures 100,000 export orders for Argentina, Mexico

01810

XIACY

Xiaomi Corporation disclosed its financial report, stating that on March 13, it repurchased 2.029 million shares on the Stock Exchange, with a price per share ranging from HKD 33.16 to HKD 33.3, involving a total amount of approximately HKD 67.5 million. Since the approval of the ordinary resolution (June 5, 2025), the company has repurchased a total of 270 million shares, accounting for 1.04% of the share capital

AASTOCKS

XIAOMI-W

Xiaomi Corporation

Xiaomi Corporation repurchased 2.029 million shares, involving approximately 67.5 million yuan

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MPNGY

Goldman Sachs has lowered the target price for Meituan to 112 yuan, with a rating of "Buy." It is expected that Meituan's revenue in the fourth quarter of last year will grow by 4% year-on-year, but due to increased user subsidies, core local e-commerce revenue will see zero growth, with an EBITDA loss of 15.5 billion yuan. The EBITDA loss for core local e-commerce in the fourth quarter is expected to be 10 billion yuan, with a total group loss of 14 billion yuan. Adjusted profit forecasts have been raised by 1%, lowered by 32%, and lowered by 9%

MEITUAN

Meituan

Goldman Sachs lowers Meituan's target price to 112 yuan, rating "Buy"

BABA

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Alibaba Cloud released its 2025 customer success cases, showing a significant increase in demand for AI solutions. As enterprises expand their AI applications, Alibaba Cloud's infrastructure and model series have received widespread attention. The cases include supporting Malaysian electric vehicle company PRO-NET in building a data-driven model, assisting AI Singapore in launching the multilingual model Qwen-SEA-LION-v4, and upgrading the traditional Chinese medicine consulting platform in Hong Kong to promote the modernization of traditional Chinese medicine

- Alibaba's cloud division, Alibaba Cloud, has released a series of customer success stories for 2025, highlighting the increased demand for comprehensive AI solutions across various industries.  
- Notable projects include supporting Malaysia's PRO-NET in developing AI-driven transportation solutions, enhancing Singapore’s AI capabilities with the new Qwen-SEA-LION-v4 model, and upgrading traditional Chinese medicine consultative platforms in Hong Kong.  
- Additionally, Alibaba Cloud is collaborating with Japan's and factory to innovate AI applications in the manga industry, improving creative efficiency and expanding global reach for Japanese comics.

Stheadline

Alibaba

Global X Cloud Computing ETF

BABA 2x Long Daily ETF - GraniteShares

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KraneShares 2x Long BABA Daily ETF

Alibaba Cloud releases 2025 customer success cases, with a significant increase in demand for comprehensive AI solutions

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Alibaba Group (BABA) has launched a new mobile app called "JVS Claw" to tap into China's growing AI trend with its OpenClaw agentic AI assistant. The app allows users to easily manage tasks like online shopping and travel bookings without coding skills. This move comes amid rising competition from other tech firms like Baidu and Tencent. Wall Street analysts maintain a Strong Buy consensus on Alibaba stock, with a price target suggesting a potential upside of 45.18%.

- China's tech giants are developing OpenClaw, an innovative AI assistant that performs real-world tasks and has caught widespread attention among various demographics.  
- Alibaba has launched the "JVS Claw" app, enabling users to easily implement this AI assistant for tasks like shopping and travel booking, available for free for the first 14 days.  
- As competition intensifies, other companies like Baidu and Tencent are entering the market, while authorities express caution over data security with certain restrictions on app installation in government sectors.

Tip Ranks

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Baidu

Tencent Holdings Limited

Tencent

ALI HEALTH

Direxion FTSE China Bull 3X

iShares MSCI China

E Fund CSI HK Connect Internet ETF

Invesco Golden Dragon China

Hwabao CSI HK Equities Internet ETF

Krne Csi China Internet

Guotai MSCI China A ESG General ETF

Yinhua MSCI China A ETF

Global X E-commerce ETF

YieldMax BABA Option Income Strategy ETF

Alibaba (BABA) Jumps into China's New 'AI Craze' with OpenClaw App

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According to reports, automotive giant Stellantis is reportedly in talks with Xiaomi, XPeng, and others, seeking investment from Chinese car companies for its European operations. The cooperation plan includes equity stakes in brands such as Maserati and opening up European production capacity. The company aims to alleviate pressure on its European business by bringing in Chinese funds and technology, while shifting its investment focus to the U.S. market

- Stellantis is reportedly seeking investment from Chinese car manufacturers to support its European operations while focusing more on the American market.  
- Recent discussions include potential partnerships with Xiaomi and Xpeng, considering options such as equity acquisitions in brands like Maserati and access to European manufacturing capabilities.  
- Stellantis faces significant challenges in Europe, including overcapacity and fierce competition, prompting the need for strategic restructuring, as highlighted by recent substantial asset write-downs linked to its electric vehicle transition.

Wallstreetcn

Guotai CSI 800 Automobile and Parts ETF

XPeng

Guotai CSI Hong Kong Connect Automobile Industry Thematic ETF

Ping An CSI Auto Components Thematic ETF

Hua Xia CSI New Energy Vehicles ETF

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

SmartETFs Smart Transportation & Tech ETF

XPENG-W

HFT CSI Auto Components Thematic ETF

Stellantis NV

ChinaAMC CSI Auto Components Thematic ETF

Global X Autonomous & Electric V

Hwabao WP CSI Intelligent Electric Vehicle ETF

Ping An CSI New Energy Vehicles Industry ETF

E Fund CSI Auto Components Thematic ETF

First Trust S-Network Future Vehicles & Tech ETF

Including investment in brands like Maserati! Automotive giant Stellantis is reportedly seeking investment from Xiaomi and XPeng

Yu Bowen, the post-training leader of the Qwen large model at Alibaba's Tongyi Laboratory, has joined ByteDance as the post-training leader of the Seed team's visual model and multimodal interaction team. ByteDance's Seed team is its core AI research and development department, currently led by former Google DeepMind research vice president Eric Wu. The Qianwen team at Alibaba has seen a reduction in its management scope due to organizational restructuring, leading to the departure of Yu Bowen and other senior executives

According to reports, Alibaba's Qianwen senior executive Yu Bowen has joined ByteDance

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Alibaba-W's Qianwen APP has officially launched the new Qwen-Image 2.0, which integrates raw image generation and editing, supporting text-to-image generation, basic editing, and multi-scene creation, with comprehensive upgrades in complex text rendering, realistic texture representation, and command understanding. Users can click on "AI Image Generation" in the APP and select the model to start creating

iShares US Digital Infrastructure and Real Estate ETF

Tianhong CSI Computer Theme ETF

Proshares Big Data Refiners ETF

Global X Data Center & Dgtl Infrs ETF

Franklin Exponential Data ETF

Qwen-Image 2.0 launched on Qianwen APP, integrating generation and editing of images

Morgan Stanley has maintained a Buy rating for Alibaba Group Holding Ltd. (9988) as of March 11, with a price target of HK$175.50, while the shares closed at HK$133.20. The overall analyst consensus for Alibaba is a Strong Buy, with an average price target of HK$194.62, indicating a potential upside of 46.11%. Additionally, TipRanks also reiterated a Buy rating with a price target of HK$142.00.

- Morgan Stanley analyst maintained a Buy rating on Alibaba Group Holding Ltd. with a price target of HK$175.50, while shares closed at HK$133.20.  
- The analyst consensus suggests a Strong Buy rating for Alibaba with an average price target of HK$194.62, indicating a 46.11% upside.  
- TipRanks also reiterated a Buy rating on Alibaba with a price target of HK$142.00 in a report released on March 10.

Morgan Stanley Sticks to Their Buy Rating for Alibaba Group Holding Ltd. (9988)

Xiaomi Group disclosed its financial report, stating that on March 12, it repurchased 2.3076 million shares on the Stock Exchange, with a price per share ranging from HKD 33.3 to HKD 33.34, involving a total amount of approximately HKD 76.91 million. Since the approval of the ordinary resolution (June 5, 2025), the company has repurchased a total of 268 million shares, accounting for 1.03% of the share capital

Xiaomi Group repurchased 2.3076 million shares, involving approximately 76.91 million yuan

Tencent's SkillHub platform has been accused of copying a large amount of official data from the open-source AI software OpenClaw without communication, leading to dissatisfaction from founder Peter Steinberger, who accused Tencent of plagiarism and driving up server costs. Tencent responded by calling it a "mirror site," stating that the synchronized data is only 1GB and has been properly attributed. Nevertheless, Steinberger remains angry about Tencent's actions, believing that Tencent should better support the OpenClaw project

- The rapid popularity of the open-source AI agent software OpenClaw has led to controversy with Tencent’s SkillHub, which is accused of copying data from OpenClaw's official marketplace.  
- OpenClaw's founder, Peter Steinberger, expressed strong dissatisfaction on social media, claiming Tencent's actions have increased server costs and lacking direct communication.  
- Tencent responded, stating that SkillHub merely replicated a small portion of data and emphasized that they had no intention of misappropriation, insisting they had marked the source of the content.

Tencent is accused of plagiarizing "crayfish" data, and the founder blasts: plagiarism and driving up server costs

According to informed sources, Stellantis Group is in talks with Xiaomi and XPeng regarding a European agreement. (Bloomberg)

Pony AI has partnered with Tencent to integrate its robotaxi service into WeChat, allowing over 1 billion users to book driverless rides in Guangzhou. This collaboration enhances Pony AI's market reach and operational capabilities, with plans to expand its fleet to over 3,000 vehicles by 2026. The company recently joined the MSCI China Index, aiming to attract global investors. Despite a bearish stock trend, analysts maintain a Buy rating with a target price of $22.36. Pony AI is set to report earnings on March 26, 2026, with an EPS estimate of 22 cents.

- Pony AI Inc. announced expanded access to its driverless robotaxi service in Guangzhou through Tencent's WeChat platform, enhancing service accessibility.  
- This integration is part of a strategic partnership with Tencent Cloud and aims to increase Pony AI’s fleet to over 3,000 vehicles by the end of 2026.  
- Additionally, Pony AI was added to the MSCI China Index, aiming to attract global institutional investors while facing current bearish stock trends.

benzinga_article

Pony AI Taps WeChat's Billion Users To Supercharge Robotaxi Bookings

Tencent launched the AI Skills community "SkillHub," based on the OpenClaw open-source ecosystem. OpenClaw founder Peter Steinberger accused Tencent of plagiarism, claiming that its high-frequency scraping behavior has led to increased server costs. Tencent responded that SkillHub is a local mirror for Chinese users, labeling ClawHub as the original source, and stated that it has distributed 180GB of traffic, alleviating the burden on ClawHub. Team members, who are also project contributors, stated that they will continue to support the ecosystem

Tencent is accused of plagiarism by the founder of OpenClaw, response: original source is cited

The Alibaba Entrepreneurs Fund JUMPSTARTER 2026 was unveiled on the 12th, with the theme "From Artificial Intelligence to Practical Applications: Driving the Next Generation of Startups in Hong Kong." The event explored Hong Kong's innovation and technology ecosystem, emphasizing the dual engines of investment and policy to help startups transition from concept validation to market application. The grand final lasts for two days, with 30 top teams competing for a USD 5 million investment opportunity, discussing the practical deployment of artificial intelligence and sustainable outcomes. The Deputy Secretary for Financial Services and the Treasury stated that the government will strengthen infrastructure support for the development of innovative technologies

Alibaba Entrepreneur Fund JUMPSTARTER 2026 unveiled, exploring reliable AI implementation models

Wear new shoes, walk the old pathIt seems to have developed, turned around, and modernized, but once encountering pressure or real constraints, it reverts to the old ways—the practices from the beginning.【Securities Researcher: &#34;Information involving tax assessments for related high-tech companies&#34; only indicates stricter assessments, not a blanket ban】This afternoon, the Hang Seng Tech Index suddenly widened its losses, with the index falling more than 2.5% at one point. Alibaba, Tencent Holdings, JD.com, and Meituan all saw increased declines, and the corresponding call warrants plummeted across the board. At noon, a piece of information about &#34;tax assessments for related high-tech companies&#34; circulated among securities researchers, triggering market volatility. Although this rumor has not yet received official endorsement, the market has already begun pricing it in. However, the market's pricing of such events is often one-time, and the corresponding factors are also variable. If the situation reverses, it will inevitably trigger a major counterattack. A securities researcher said it is only stricter assessments, not a blanket ban.$BABA-W(09988.HK)$TENCENT(00700.HK)$XIAOMI-W(01810.HK)

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Hang Seng TECH Index

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ISHARESHSTECH

HSTECH ETF

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JD.com

JD-SWR

Alibaba HK SDR 5to1

Tencent HK SDR 10to1

JD HK SDR 10to1

MEITUAN-WR

Meituan HK SDR 5to1

XIAOMI-WR

Xiaomi HK SDR 2to1

$XTALPI(02228.HK) The first to rise in the Hong Kong stock watch list! Push it up!

XTALPI

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CSOP A50 ETF-R

CSOP A50 ETF

FI2 CSOP HSI

ISHARESHSI

FL2 CSOP HSI

Hang Seng Index

GEELY AUTO

POP MART

Li Auto

GEELY AUTO-R

GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

POP MART HK SDR 20to1

$XTALPI(02228.HK) Cautiously optimistic, Hang Seng Tech shows signs of crashing again. Damn it, Hang Seng has a history of crashing after long holidays countless times. This 🐶 just can't be reliable in the long run.

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

The Hang Seng Index opened higher, refreshing its nearly four-year high; Tencent's performance exceeded expectations, receiving collective bullish calls from major banks; Chip stocks strengthened on the logic of domestic substitution, with SMIC leading the gains; Ping An's stake increase in China Taiping H-shares ignited the insurance sector; Cryptocurrency concept stocks surged as Bitcoin hit a new high; In the pharmaceutical sector, Jingtai Holdings reported its first profit, rising over 11%, while East Buy saw a sudden 12% increase.

Ping An Insurance

PING AN

PING AN-R

Ping An Ins HK SDR2to1

Ping An

SMIC

SMIC HK SDR 5to1

CPIC

CHINA TAIPING

SUNSHINE INS

Life and Health Insurance

REMEGEN

RemeGen

Hot Trades in Hong Kong Stocks (8.14) | Hang Seng Index Hits Four-Year High at Opening, Morgan Stanley Says Foreign Capital Accelerated Inflows into Chinese Stock Market in July

CSOP HS TECH(03033.HK)

BYD's Brazil plant secures 100,000 export orders for Argentina, Mexico

Xiaomi Corporation repurchased 2.029 million shares, involving approximately 67.5 million yuan

Goldman Sachs lowers Meituan's target price to 112 yuan, rating "Buy"

Alibaba Cloud releases 2025 customer success cases, with a significant increase in demand for comprehensive AI solutions

Alibaba (BABA) Jumps into China's New 'AI Craze' with OpenClaw App