JP#TENCTRC26092

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Recently, internet giants such as Alibaba, Tencent, and ByteDance have launched their spring recruitment, with a significant increase in demand and salaries for AI positions. Chen Changsheng, deputy director of the State Council Research Office, pointed out that the supply-demand ratio for AI recruitment positions has reached 3.5:1, indicating a severe talent gap. The report "Social Recruitment Insights - Mid to High-End Talent Job Seeking and Recruitment Insights for January-February 2026" shows that the number of AI positions has increased approximately 12 times year-on-year, becoming the core competition track for talent in the spring recruitment

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KraneShares 2x Long BABA Daily ETF

Major internet companies have launched their spring recruitment, with a significant increase in the proportion of AI positions

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Recently, the open-source AI entity OpenClaw (commonly known as "Lobster") has attracted attention, and unloading services have emerged in the market. A certain vendor in Shanghai offers on-site unloading services for 299 yuan and remote unloading services for 199 yuan, claiming "safe and thorough, no residue." This move has sparked controversy over the potential security risks of OpenClaw and the high costs, with many netizens expressing their intention to uninstall the software

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It is reported that some mainland merchants are offering a service to remotely uninstall "Lobster" for 199 yuan

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According to the Hong Kong Stock Connect data, the TRACKER FUND had a net outflow of HKD 13.556 billion, becoming the largest net outflow stock. TENCENT attracted a net inflow of HKD 3.648 billion, becoming the largest net inflow stock. Overall, the net outflow of southbound funds was HKD 0, with a total transaction amount of HKD 151.828 billion, accounting for 45.88% of the market transaction amount

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Net outflow of HKD 13.556 billion from the Hong Kong Stock Connect Tracker Fund

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The Hang Seng Index closed at a high for the day, ending at 25,959 points, up 551 points, benefiting from the AI lobster boom and a 7.3% rise in Tencent's stock price. The rebound in U.S. stocks drove Hong Kong stocks to open higher and continue to rise, with trading volume falling to HKD 330.9 billion. MINIMAX and Zhipu, among other AI concept stocks, performed strongly, rising 22.4% and 12.9% respectively. Other AI application stocks such as Alibaba and KUAISHOU also saw increases

- U.S. President Trump hinted at a potential end to the conflict with Iran, while G7 meetings suggested a possible release of strategic oil reserves, causing oil prices to drop over 8% to between $86 and $90.  
- Asian markets followed the U.S. rebound, with Hong Kong's Hang Seng Index closing at 25,959 points, up 551 points, aided by a surge in AI-related stocks.  
- Despite a drop in trading volume to HK$330.9 billion, key stocks like MINIMAX and Tencent saw significant gains due to growing interest in AI applications, while oil-related shares experienced declines.

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The Hang Seng Index closed at a daily high, rising by 551 points. Tencent benefited from the lobster tide, increasing by 7%. Analysts expect the upward trend to continue. | Hong Kong Stock Market Closing

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The total short selling amount in the Hong Kong stock market reached HKD 52.27 billion, accounting for 18.3% of the turnover of shortable stocks. This is a decrease from the previous day's 25.6%. The five stocks with the highest short selling amounts are: TRACKER FUND short selling ratio 19.6%, amount HKD 7.29 billion; TENCENT short selling ratio 15.2%, amount HKD 4.78 billion; CSOP HS TECH short selling ratio 23.3%, amount HKD 2.9 billion; Alibaba-W short selling ratio 20.2%, amount HKD 2.41 billion; HSCEI ETF short selling ratio 15%, amount HKD 2.32 billion

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The total short selling in Hong Kong stocks for the day was HKD 52.27 billion, accounting for 18.3% of the turnover of shortable shares

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Hong Kong stocks rose as U.S. President Trump stated that the war with Iran is nearing its end, with the Hang Seng Index up 551 points, closing at 25,959 points, the National Index up 128 points, and the Hang Seng TECH Index up 118 points. Tencent's stock price rose 7.3% to HKD 553.5, and MiniMax's stock price increased by 22.4%. The total market turnover reached HKD 330.929 billion, with technology stocks generally rising, and INSILICO up 10.8%

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"Hong Kong Stocks" The Hang Seng Index closed up 551 points, Tencent rose over 7%, MiniMax surged 22%

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The Hang Seng Index closed up 2.17%, and the Hang Seng Tech Index rose 2.40%. AIGC concept stocks performed strongly, with MINIMAX rising over 22% and YOFC increasing over 24%. Other companies with significant gains include KNOWLEDGE ATLAS, Cambridge Technology, and Kangfang Biotech, all rising over 11%. In contrast, Shandong Molong, Sinopec Oilfield Service, and Kingsoft Cloud experienced declines, falling over 13%, 10%, and 4%, respectively

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KNOWLEDGE ATLAS

The Hang Seng Index closed up 2.17%, with the AIGC concept leading the gains, and Tencent Holdings Limited rising over 7%

The Hang Seng Index closed at 25,959 points, up 551 points or 2.2%. The Hang Seng TECH Index reported 5,060 points, up 118 points or 2.4%. The total market turnover was HKD 330.929 billion. Tencent rose 7.3% to HKD 553.5, Alibaba rose 3.7% to HKD 133.5. Contemporary Amperex Technology Co., Ltd. rose 9.3%, and SMIC rose 5.5%. Quantitative Strategies rose 34.3%, and XunCe rose 32.9%, reaching a new high

Hwabao CSI HK Equities Internet ETF

According to the All-Day Express, the Hang Seng Index rose by 551 points; the Hang Seng TECH Index rose by 118 points. Tencent rose over 7%, Alibaba rose over 3%. XunCe, HaiXi New Drug, ZhongHui Bio-B, JiaXin International Resources, and LingBao Gold (100) reached new highs with active trading

Citigroup's report released in late January predicts that Tencent's performance in the fourth quarter of 2025 will include: total revenue of RMB 191.882 billion, a year-on-year increase of 11.3%; value-added services revenue of RMB 87.987 billion, a year-on-year increase of 11.3%; online advertising revenue of RMB 41.01 billion, a year-on-year increase of 17.2%; fintech and enterprise services revenue and others of RMB 62.885 billion, a year-on-year increase of 7.6%; total gross profit of RMB 106.396 billion, a year-on-year increase of 17.4%; gross profit margin of 55.4%, an increase of 2.9 percentage points; net profit of RMB 54.01 billion, a year-on-year increase of 5.2%; non-International Financial Reporting Standards net profit of RMB 64.752 billion, a year-on-year increase of 17.1%

"Major Banks" Citigroup's Forecast for Tencent's Fourth Quarter Performance Last Year (Table)

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Tencent is expected to announce its Q4 2025 results next Thursday, with adjusted net profit projected to grow by 16.2%, reaching a median of RMB 64.3 billion. Revenue is expected to be between RMB 191.627 billion and RMB 197.739 billion, a year-on-year increase of 12.2%. The market is focused on Tencent's AI strategy and capital expenditures, particularly the impact of the integration of QQ and OpenClaw on user behavior data. JP Morgan advises investors to pay attention to market sentiment and fundamental signals related to AI

AXA SPDB CSI Hugangshen Game and Culture Media ETF

iShares Expanded Tech Software Sector ETF

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First Trust S-Network Streaming and Gaming ETF

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"Forecast" Brokers expect Tencent's adjusted net profit in the fourth quarter of last year to rise by over 16%, focusing on AI strategies and capital expenditure plans

Tencent announced that the AI assistant Q Claw is currently in the internal testing phase. According to reports, Q Claw is a local AI assistant launched based on OpenClaw, supporting one-click installation on Windows/Mac, and can be remotely controlled through WeChat conversations. Users only need to send a command on their mobile WeChat, such as: "Help me sum up the desktop report and send it to me," and the assistant will automatically operate the computer to execute and return the results

Tencent: AI assistant QClaw is currently undergoing internal testing and supports remote control via WeChat

The domestic AI paradigm is transitioning from "conversational AI" to "executive AI." Citigroup believes that Tencent WorkBuddy significantly simplifies the threshold for users to access and use AI agents, which is expected to promote a wider adoption of AI agents in China

- Tencent launched the enterprise-level AI assistant WorkBuddy, with Citigroup maintaining a "buy" rating and a target price of HKD 783, indicating over 52% potential total return from the current price.  
- WorkBuddy aims to enhance workplace productivity with capabilities ranging from natural language task execution to seamless integration with various messaging platforms, significantly lowering the barrier for AI usage among different user groups.  
- Citigroup sees WorkBuddy as a strategic milestone for Tencent in evolving the AI landscape in China, potentially marking a pivotal shift from conversational to execution-based AI interactions.

Citigroup: Tencent WorkBuddy significantly lowers the usage threshold and may become a turning point for AI agents in China!

Tencent has initially formed a "shrimp farming" matrix covering individuals, developers, and enterprise-level deployments, providing core deployment solutions and improving AI ecosystem support. WeChat Work has lowered the access standards for crayfish, allowing developers to seamlessly connect to WeChat Work through the API "long connection" mode, achieving automatic data flow

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Tencent: A preliminary matrix of intelligent agents "Shrimp Farming" has been formed, covering individuals, developers, and enterprise-level deployments

Today’s Key News Recap

0309 | Dolphin Research Focus: 🐬 Macro/Industry 1) Middle East tensions escalated, sending Brent intraday close to $120/bbl. Nasdaq futures fell 2.32%, while VIX futures rose 7.28%.G7 finance ministers were set to hold an emergency meeting at 20:30 BJT on Mon, aiming to coordinate with the IEA to release oil reserves to steady prices. After the headlines, crude pulled back quickly.The move can cap prices in the short run and help stabilize risk sentiment. However, drawdowns are only a stopgap. If the conflict drags on, supply risks persist and energy and tech could see choppy swings...

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Global Mkts Roiled by Oil Spike; Tencent's 'Little Lobster' Wildcard Debuts | Daily News Recap

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The market is plunging as the fighting escalates in the war and oil supply is affected. I really hope the situation will improve soon.

A pivotal Friday unfolds as geopolitical tensions take a new turn, AI chip controls tighten globally, and markets brace for key jobs data. Here's your essential briefing:

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🔥 Market Flash: Iran Denies Strait Closure, Chip Controls Expand, Jobs Data Ahead | Mar 6, 2026

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Volatility is here to stay as the war continues. However once Trump pulls off a TACO, the rally continues!

gold will survive. bcos of oil shortage, gold gets dumped temporarily. but once inflation comes, gold will surge.

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Current rate of return reached top 50% of users
Calculated based on  your Longbridge (Singapore) A/C

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World War is about to begin. The truth is no asset is the safest. Even cash can go extinct!

I think as the war prolong, the higher risk of oil prices remaining high which will cause inflation to go nuts. It really depends if Trump TACO!

The war will be just another passing storm, just like the many wars that happened since covid19. Ignore the noise and stay focused!

So after Iran is Cuba? Volatile days ahead ..

The global AI chip export control is a clear signal that the US is trying to preserve their dominance over the rest of the world by controlling the access to leading edge technology. This layer of geopolitical fabric veils the certainty for global businesses seeking to employ AI at scale. This would inadvertently drive businesses to diversify and reconsider the use of Chinese alternatives (or a mix of both), especially if both are now equally risky. Right now the Chinese tech companies are undervalued. Would it lead to a renewed and sustained interest in them? We shall sit back and see how it unfold.

trump Just make use of media to spread fear. no way this war will go to Sept. he will definitely lose his mid term election if he cannot win war fast.

US Pentagon says they are prepared for the war to last till September, and with Trump's comments on moving on to Cuba after finishing in Iran, I don't expect stability anytime soon. Sure the market might still be up throughout 2026, but volatility would definitely remain high.

The chaos and disturbances in the world are all for profit. Taking good care of yourself and your loved ones is already a great happiness.

见过风浪，更惜平静。
你的人生K线，想怎么走？

股海小舵手

The war balance seems to be tilting towards the US and Israel. The war must end quickly to save both sides of human losses. Even M'sia has entered saying Israel is Islam's common enemy. Does he not know he then also means M'sia is anti-US?

JP#TENCTRC26092(55435.HK)

Major internet companies have launched their spring recruitment, with a significant increase in the proportion of AI positions

It is reported that some mainland merchants are offering a service to remotely uninstall "Lobster" for 199 yuan

Net outflow of HKD 13.556 billion from the Hong Kong Stock Connect Tracker Fund

The Hang Seng Index closed at a daily high, rising by 551 points. Tencent benefited from the lobster tide, increasing by 7%. Analysts expect the upward trend to continue. | Hong Kong Stock Market Closing

The total short selling in Hong Kong stocks for the day was HKD 52.27 billion, accounting for 18.3% of the turnover of shortable shares