JP#TENCTRC2601U(54229.HK)

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EXCLUSIVE-China gives green light to importing first batch of Nvidia's H200 AI chips, sources say

China has approved the import of its first batch of Nvidia's H200 AI chips, a significant move as it balances AI needs with domestic development. The approval, covering several hundred thousand chips, was granted during Nvidia CEO Jensen Huang's visit to China. The initial batch is primarily allocated to three major Chinese internet companies, with others awaiting subsequent approvals. Neither China's ministries nor Nvidia have commented on the matter yet.

Reuters·
US
NVDA
+1.10%
Reuters·
US
NVDA
+1.10%

Hong Kong stock market intraday | Hang Seng Index rises 2.39%, reaching a new high for the period; semiconductor sector active, HUA HONG SEMI rises 6.13%

In the Hong Kong stock market, the three major indices rose together, with the Hang Seng Index up 2.39%, reaching a new high for the period. The Technology Index and the National Enterprises Index also strengthened simultaneously, reflecting a significant rebound in market risk appetite. Key sectors such as retail, internet, and semiconductors performed outstandingly, with Alibaba and Tencent Holdings continuously favored by funds. In terms of individual stocks, popular concept stocks like Yunzhisheng and YOFC surged significantly, attracting high market attention. The increase in fund activity reflects structural opportunities and an amplified linkage between consumption and technology sectors. On the macro level, expectations for consumer recovery and capital flows have become the main focus of the market, guiding investor sentiment to remain positive

Market Heartbeat·
HK
00700
+2.47%
HK
00981
+3.33%
HK
06869
+15.27%
Market Heartbeat·
HK
00700
+2.47%
HK
00981
+3.33%
HK
06869
+15.27%

Daiwa lists its top picks for Hong Kong stocks (Table)

Daiwa released a report listing the preferred stocks in the Hong Kong and A-share markets, including Tencent, SHENZHOU INTL, WEICHAI POWER, CHINA RES LAND, Alibaba, Midea Group, NAURA, CATL, Hengrui Pharma, Montage Technology, and TRIP.COM

AASTOCKS·
US
BABA
+0.79%
US
TCEHY
+1.35%
HK
00700
+2.47%
AASTOCKS·
US
BABA
+0.79%
US
TCEHY
+1.35%
HK
00700
+2.47%

Hong Kong Stock Midday Review | The Hang Seng Index rose over 2% during the session, YOFC led the semiconductor sector, institutional funds focus on new hotspots in AI and consumption

As of noon, the three major indices of the Hong Kong stock market strengthened collectively, with the Hang Seng Index rising 2.21% to 27,725.15 points, setting a new high for the period. The retail, internet content, and semiconductor sectors all moved upward, with significant capital inflows into leading technology and consumer stocks. YOFC surged 13.66%, while UNISOUND skyrocketed 32.94% during the session. Market hotspots are focused on AI, semiconductors, and the consumer sector, driving overall trading activity. Macro attention is on economic recovery and policy support, with an increase in market risk appetite

Market Heartbeat·
HK
00700
+2.47%
HK
00981
+3.33%
Market Heartbeat·
HK
00700
+2.47%
HK
00981
+3.33%

One year after DeepSeek, Chinese AI firms from Alibaba to Moonshot race to release new models

Chinese companies are rapidly launching new AI models to compete with U.S. rivals like OpenAI and Google. Notable releases include Moonshot AI's Kimi K2.5 and Alibaba's Qwen3-Max-Thinking, both claiming superior capabilities. The trend reflects a push for affordable, open-sourced technologies aimed at emerging markets. Tencent is promoting its AI chatbot with cash awards during the Lunar New Year, while Alibaba integrates its AI with e-commerce to boost user engagement. Overall, the focus is on user traffic rather than solely on model advancement.

CNBC·
US
TCTZF
+1.23%
US
BABX
+1.53%
HK
00700
+2.47%
CNBC·
US
TCTZF
+1.23%
US
BABX
+1.53%
HK
00700
+2.47%
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On its HK debut today, $BUSYMING(01768.HK) surged over 88%. The deal was ~1,900x oversubscribed, with Tencent and Temasek among the cornerstone backers, igniting the market for the first bulk-snack re...

Gold is on a wild run, rallying like nobody’s business. And that USD against SGD has weaken to below 1.27. Level. Total madness.

With the Fed meeting coming up this week, the statement will be crucial ...

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