BIDU-W

About 600,000 Nvidia H200 AI chips are logjammed in Hong Kong awaiting official approval for entry into China, Reuters reports, sending H200 AI server prices skyrocketing as AI firms clamor for computing power: An eight-card H200 server fetched 6 million yuan (US$900,000) in China at end-October, about 3x its price a year earlier. Recently, several China cloud giants have won approval for about 10,000 H200s each. $NVIDIA(NVDA.US) $Baidu(BIDU.US) $Alibaba(BABA.US) $THECY #semiconductors

Source: Dan Nystedt

$Lion-OCBC Sec HSTECH S(HST.SG)

Context: Chinese and Hong Kong tech stocks tracked by the Hang Seng Tech Index have experienced sharp pullbacks, similar to the corrections across global technology equities. This sector pullback has compressed valuations down near 52 week lows, creating an opportunity for investors to DCA. Hang Seng Tech Index holds tech leaders in hardware, software, and e-commerce which are at attractive levels.

My trade: I initiated a new position in the Lion-OCBC Securities Hang Seng TECH ETF (HST.SG) during the recent market correction. I believe in diversification, therefore accumulating units at current levels gives me diversified exposure to top tier Asian tech giants and semiconductor leaders such as Tencent, Alibaba, Meituan, SMIC, Bidu, Xiaomi, BYD which are at attractive entry prices.

Takeaway: Buying high beta technology ETFs during macroeconomic and sector wide corrections offers a better reward to risk profile compared to chasing rallies at market peaks. However, one still needs to monitor for macroeconomic headwinds in China and the potential regulatory shifts that will impact Chinese tech companies.

sound quite true agree with the analysis

$Apple(AAPL.US) is planning to launch Apple Intelligence in mainland China in December as part of the iOS 27.3 update, per Bloomberg

Source: StockMarket.News

BofA: expect U.S. top hyperscalers (Amazon, Microsoft, Oracle, Alphabet) to grow cloud revenue to $975 billion in 2028, up from $290 billion in 2025. Meanwhile, China's top hyperscalers (Alibaba, Tencent, ByteDance, Baidu) cloud revenue to increase to $94 billion, up from $28 billion.

The probability of rate hikes is indeed rising, but Trump's public comments have mixed effects. The greater momentum lies within the market itself. It seems Warsh is being clever: 'Don't look at me for whether it goes up or down; I'm not taking the blame for this.'

Obviously, there is still time until fed decision next week. The probability of a hike this meeting is still very much borderline. Inflationary pressure is real, but I'm still bullish. I think the rate hikes may not come until 2027. I'm optimistic we see some good news in the remaining of 2026 that could curb rate hikes possibilities. Just my opinion.

Memory chip stocks are going up again because of tighter HBM supply. Although the limited supply relative to demand is real, I have observed the stock market is often irrational and price movements can change direction suddenly for any reason. Sizing and risk management are important.

Going to be interesting for memory chips on tuesday opening, we’ll see how it goes, whether it will be higher or lower

The US economy is powering on and now the markets must figure out if that is going to support them going forward. Inflation figures will be key.