China Southern CSI Hong Kong Connect Technology ETF(159269.SZ)

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China Southern CSI Hong Kong Connect Technology ETF
159269.SZ
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Invesco Great Wall Jiangshan: By 2026, B-end AI applications will accelerate replacement, investment targets are scarce, optimistic about leading companies in large models; the certainty of robots in the next 5 years is very high

Jingshun Changcheng Fund Manager Jiang Shan stated at the investment strategy meeting that by 2026, B-end AI applications are expected to accelerate the replacement of traditional applications, and investment targets will become scarce, especially among leading large model companies. He pointed out that investments in computing power and robotics will have high certainty in the next five years. Although the certainty of robotics investment is relatively low in the short term, the long-term prospects are broad. He holds a cautious attitude towards investments in traditional internal combustion engine-related companies, believing that future investment opportunities will focus on companies with significant AI technology

Wallstreetcn·
Wallstreetcn·

10:45 ET Global MEMS Oscillators Market to Reach USD 1.59 Billion by 2035

The Global MEMS Oscillators Market is projected to grow from USD 624.5 million in 2025 to USD 1.59 billion by 2035, with a CAGR of 9.8%. Growth is driven by the miniaturization of consumer tech, 5G/6G infrastructure, and increased electronic content in automotive applications. The market will experience two phases: 2025-2030 (Infrastructure Push) and 2030-2035 (Mass Adoption Era). Key regions include India, China, and Germany, with strategic imperatives for stakeholders focusing on design density, automotive readiness, and programmability. The future is linked to AI and next-gen connectivity.

prnewswire·
prnewswire·

Dan Bin's latest investment "portfolio" exposed: Google position exceeds NVIDIA, US stock market size approaching 10 billion

Recreating an Eastern Harbor Overseas?

Wallstreetcn·
US
NVDA
-1.62%
Wallstreetcn·
US
NVDA
-1.62%

Global news you need to know before the U.S. stock market opens on Wednesday

Trump threatens Iran, demanding it return to the negotiating table, while a fleet is heading towards Iran. China plans to deepen resource coordination by 2026. UK Prime Minister Starmer visits China, with accompanying companies including AstraZeneca. The trilateral talks between Russia, the US, and Ukraine will continue on February 1. Demand for Japan's 40-year government bond auction hits a 10-month high. Indonesia's stock market plummets by 8%. ASML's Q4 performance exceeds expectations, with orders doubling, and its stock price rises nearly 7% in pre-market trading. SK Hynix's Q4 operating profit doubles, driven by strong AI memory demand. GE Vernova's Q4 revenue exceeds expectations, with backlog orders reaching $150 billion. Tether hoards 140 tons of gold, becoming the world's largest private gold vault. A new round of decline for the US dollar begins

Wallstreetcn·
Wallstreetcn·

The Shanghai Composite Index fluctuated and rose, "Meta concept stocks" surged, the gold and silver sector saw widespread limit-ups, the Hang Seng Index rose over 1% to reach a nearly five-year high, and tech stocks rebounded

CPO and other computing hardware stocks opened strong, with YOFC hitting the daily limit, T&S rising over 14%, and EverProX, HTGD, ZTT, and FiberHome among the top gainers. Semiconductor chip stocks continued to strengthen, with CHIPPACKING, CMS, Nations rising over 10%, and Fine Made, SM Micro, JIANGSU JIEJIE MICROELECTRONICS, Novosense, and SG Micro seeing gains of over 7%

Wallstreetcn·
Wallstreetcn·
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