UB#XIAMIRP2812H

UNI HEALTH

POWERWIN TECH

SUNWAY INT'L

ILUVATAR COREX

QUANTGROUP

JU TENG INTL

HP LIVING TECH

ADICON HOLDINGS

JST GROUP

XIACY

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The shortage of automotive chips has intensified again, with UBS and S&P Global warning that global automakers may face production disruptions and cost surges by 2026. Musk stated that mainstream suppliers are struggling to meet demand. DRAM chip prices have skyrocketed, and costs in the automotive industry will increase by about 80%. This shortage stems from the AI boom occupying production capacity, making the automotive industry a victim. The situation is particularly severe in the Chinese market, with the chairman of Xiaomi stating that the cost of the SU7 will increase by thousands of yuan. DRAM is an essential semiconductor for automobiles, and demand will continue to grow as the industry transforms

- A new wave of automotive chip shortages is expected to disrupt global car production from 2026, as warned by various institutions including UBS and S&P Global.  
- The shortage, driven by rising demand from the AI sector, is significantly impacting costs, with some car manufacturers facing increases of several thousand yuan per vehicle.  
- DRAM chip prices have surged, with reports indicating a rise in prices over 100%, exacerbating challenges for the automotive industry that relies heavily on these essential semiconductor components.

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Xiaomi Corporation

Hwabao WP CSI Intelligent Electric Vehicle ETF

E Fund CSI Auto Components Thematic ETF

GraniteShares 1.25 Long TSLA Daily ETF

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

Tesla

Guotai CSI 800 Automobile and Parts ETF

Direxion Semicon Bull 3X

Hua Xia CSI New Energy Vehicles ETF

XIAOMI-W

Automakers lack chips and become victims of AI, with production capacity far behind that of smartphones and servers. The Chinese market has become a disaster zone

Citi has downgraded Xiaomi's rating to "Outperform," with a target price reduced from 60 yuan to 45 yuan. The report pointed out that Xiaomi's performance last quarter was affected by the reduction in "national subsidies," and it is expected that total revenue will grow by 5.1% to 114.5 billion yuan, but sales of smartphones and the Internet of Things will decline by 13% and 19%, respectively. It is expected that the first half of this year will face more severe macro challenges, with revised net profit forecasts lowered by 10% and 27%, respectively

AASTOCKS

In "The Big Banks," Citigroup downgraded Xiaomi's rating to "Outperform" with a target price lowered to 45 yuan

OpenClaw is rapidly sweeping the hardware market, especially in Shenzhen, attracting a large number of users. Zhu Xiaohu from Jinsha River Venture Capital pointed out that the ecological growth rate of OpenClaw is astonishing, and it is expected that AI PCs will be pre-installed with this technology in the coming months. Xiaomi is also conducting internal testing of MiclawAgent, planning to embed AI agents into its ecosystem to drive the redefinition of hardware. The market is gradually realizing that agents may become a new operating system layer, similar to the rise of Android phones

- In March, Shenzhen witnesses a surge in interest for Openclaw technology as it captures the attention of both developers and hardware manufacturers.  
- The rise of agents in products like Rokid glasses indicates a shift in how technology interacts with users, potentially redefining hardware competition from performance to "agent capabilities."  
- As agents become mainstream, the automotive industry is expected to evolve significantly, integrating intelligent systems that enhance user experience and redefine value distribution among suppliers.

Wallstreetcn

From home furnishings and eyewear to small chips, the OpenClaw storm has begun to sweep through the hardware circle

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Hong Kong stocks are under pressure during the trading session, with all three major indices retreating collectively. The Hang Seng Index fell by 1.59%, while the Hang Seng Tech Index showed resilience with a slight pullback. The oil and gas exploration sector strengthened against the trend, driven by rising energy prices, with SHANDONG MOLONG and CNOOC being active. TENCENT's trading volume exceeded HKD 12.5 billion, as overall market risk aversion increased, focusing on macro and external risks

- Hong Kong stocks are under pressure, with major indices retreating; the Hang Seng Index is at 25,347.42, down 1.59%.  
- The oil and gas exploration sector is gaining, driven by rising energy prices, while retail stocks are declining due to weak consumer demand.  
- Key stocks include Shandong Molong up 23.73% and CNOOC up 2.93%, whereas Tencent is down 0.77%, indicating mixed investor sentiment amid cautious market conditions.

Market Heartbeat

CNOOC

PETROCHINA

TENCENT

KUAISHOU-W

BABA-W

JD-SW

SHANDONG MOLONG

Shandong Molong

Tencent Holdings Limited

Tencent

Hang Seng TECH Index

Hang Seng Index

Hong Kong Stock Market Update | Hang Seng Index down 1.59%, oil and gas stocks strengthen, Tencent's trading volume exceeds 12.5 billion

Xiaomi Corporation co-founder Lin Bin plans to acquire 1% of the holding company of the NFL Miami Dolphins for $125 million. This transaction brings the company's overall valuation to $12.5 billion, setting a new high for NFL equity transfers, surpassing the $10 billion benchmark when Julia Koch purchased a 10% stake in the New York Giants

USD 125 million investment in NFL, Xiaomi co-founder expands sports investment landscape again

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The NASDAQ Golden Dragon China Index preliminarily rose by 0.7%, with a cumulative decline of about 4.2% this week. Among popular Chinese concept stocks, GDS rose by 7.5%, JD rose by 6.1%, XPeng, Trip.com, NetEase, and Kingsoft Cloud rose by up to 5.9%, Xiaomi rose by 3%, Meituan and Tencent rose by over 2%, and Alibaba rose by 0.4%. Canadian Solar fell by 3.7%, and Pony.ai fell by 8.5%. In terms of ETFs, KWEB rose by 1.3%, and CQQQ rose by 0.1%

XPENG-W

Alibaba

NASDAQ Golden Dragon China Index

JD LOGISTICS

TRIP.COM-S

GDS-SW

XPeng

MEITUAN

KINGSOFT CLOUD

KraneShares 2x Long BABA Daily ETF

BABA 2x Long Daily ETF - GraniteShares

KraneShares 2x Long JD Daily ETF

Invesco China Tech

NTES-S

Hong Kong stocks continued to rise, driven by technology stocks such as Alibaba, Tencent, and Xiaomi, with the Hang Seng Index closing up 1.7% at 25,757 points. Despite increasing market concerns over the Iran war, which led to a decline in U.S. stocks, Dow and Nasdaq futures rose slightly. Northbound trading recorded a net outflow of 2.188 billion yuan, and after adjustments to the Hang Seng Index constituents, CATL and Laopu Gold rose by 2.6% and 3.4%, respectively. The Hang Seng Index has accumulated a decline of 3.3% this week

JD.com

CATL

The "Market Review" reports that tech stocks lead the rise in Hong Kong stocks, with JD.com stocks dancing and pharmaceutical stocks climbing

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0306｜Dolphin Research Focus: 🐬 Macro/Industry 1) The US Dept. of Commerce is preparing to globalize its export approval regime for advanced AI chips, moving beyond country-specific controls. Reviews would be organized into three tiers based on purchased compute.Orders exceeding 200k chips would trigger government-to-government negotiations and the disclosure of critical technical details. Approved countries would also be required to commit matching investment in US digital infrastructure.This move reflects US tech hegemony and could destabilize the global semiconductor supply chain. It also raises compliance costs for US chip makers.It is likely to push countries to accelerate domestic compute R&amp;D, supporting China's semiconductor localization. Overall, expect faster onshore capacity build-outs and substitution.

BYD's 'disruptive tech' debuts; Xiaomi's mobile Agent emerges | Daily News Recap---

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On March 6th, the Hong Kong stock market's risk appetite warmed up, with all three major indices strengthening, led by the Hang Seng Tech Index which rose by 3.15%. The retail and internet sectors showed strong momentum, with JD-SW leading the surge with a 9.95% increase, while Tencent Holdings had the highest trading volume and closed up by 3.39%. On the macro level, the rebound in PMI and the recovery in exports provided support for the fundamentals. Although the rebound momentum continues, the market is still focused on whether policies and liquidity can help break through previous highs

- The Hong Kong stock market saw overall gains, with the Hang Seng Index closing at 25,757.29 points, up by 1.72%.  
- Notable performances included JD.com surging 9.95% and Tencent gaining 3.39%, while mixed results emerged in specific sectors.  
- Market momentum is supported by improvements in macroeconomic indicators, driving investor confidence and attention towards future policy impacts on risk preferences.

MNSO

BILIBILI-W

LENOVO GROUP

LEGENDHOLDING

REMEGEN

MENGNIU DAIRY

AKESO

CH ENERGY ENG

CHINA RES LAND

Hong Kong stocks close | The Science and Technology Index leads with a 3.15% increase, JD rises nearly 10%, and both Tencent and Alibaba rise over 3%

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The Hang Seng Index closed at 25,757 points, up 435 points or 1.7%. The Hang Seng Tech Index reported 4,947 points, up 151 points or 3.2%. The total market turnover was HKD 292.766 billion. Active heavyweight stocks performance: XPeng rose 3.8%, Alibaba rose 3.5%, Tencent rose 3.4%. JD LOGISTICS rose 23%, JD Group rose 10%

FI CSOP HSI

HSTECH ETF

CSOP HS TECH

ISHARESHSTECH

According to the "All-Day Express," the Hang Seng Index rose by 435 points; the Hang Seng Tech Index increased by 151 points. Xiaomi Group rose by over 3%, Alibaba rose by over 3%, and Tencent rose by over 3%, with strong trading volume

Guotai Haitong has reaffirmed its Buy rating on Xiaomi (XIACF), setting a price target of HK$42.70, while the stock closed at HK$32.20. The overall analyst consensus for Xiaomi is a Strong Buy, with an average price target of HK$47.62, indicating a potential upside of 47.89%. Additionally, CMB International Securities also maintains a Buy rating with a price target of HK$50.21.

- Guotai Haitong has maintained a Buy rating on Xiaomi with a price target of HK$42.70, while the stock closed at HK$32.20.  
- Analyst consensus suggests a Strong Buy rating for Xiaomi, with an average price target of HK$47.62, indicating a potential upside of 47.89%.  
- CMB International Securities also supports this outlook with a Buy rating and a price target of HK$50.21.

Tip Ranks

Guotai Haitong Keeps Their Buy Rating on Xiaomi (XIACF)

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During the trading session, the three major indices of the Hong Kong stock market strengthened collectively, with the Hang Seng Index rising by 1.54% and the Hang Seng Tech Index soaring by 3.06%. In terms of sectors, internet content, retail, and hardware sectors led the gains, with leading stocks such as TENCENT, Alibaba, and XIAOMI showing strong performance, significantly boosting market sentiment. Funds are focusing on macro data and policy guidance, with TENCENT temporarily leading in trading volume at HKD 9.82 billion. As of the time of writing, overall trading volume is well-matched, but attention should still be paid to the pressure above

- Hong Kong's market shows a positive trend with the Hang Seng Index up 1.54% to 25,710.46, while the Hang Seng Tech Index and the Enterprise Index also increased.  
- Key sectors include internet content, retail, and hardware, with significant gains from Tencent, Alibaba, and Xiaomi, attracting increased capital.  
- The focus on macroeconomic data such as PMI, retail figures, and external factors like capital flows is influencing market sentiment and investment strategies.

LB Select

BIDU-SW

GEELY AUTO

KNOWLEDGE ATLAS

XTALPI

Hong Kong stocks intraday | Three major indices collectively strengthen, with Xiaomi Group and Alibaba leading the gains

The short selling amount in the Hong Kong stock market for half a day was HKD 20.54 billion, accounting for 18.2% of the total turnover of shortable stocks. The main shorted stocks include Tencent, Alibaba, Xiaomi Group, BYD, and JD, with short selling ratios of 16.3%, 16.3%, 19.4%, 37.3%, and 43.5%, respectively

BYD COMPANY

The short selling in the Hong Kong stock market for half a day reached HKD 20.54 billion, accounting for 18.2% of the total turnover of shortable stocks

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The Hang Seng Index closed at 25,789 points, up 468 points or 1.9%. The Hang Seng Tech Index reported 4,973 points, up 177 points or 3.7%. Xiaomi Group rose 5.9%, Alibaba rose 4.3%, and Tencent rose 4%. Among the actively traded blue-chip stocks, JD LOGISTICS rose 21.3%, and JD Group rose 8.5%. Overall market performance was positive, with the National Index up 187 points or 2.2%

FL2 CSOP HSI

FI2 CSOP HSI

The Half-Day Express reports that the Hang Seng Index rose by 468 points; the Hang Seng Tech Index rose by 177 points. Xiaomi Group rose by over 5%, Alibaba rose by over 4%, and Tencent rose by over 3%

Xiaomi Group founder Lei Jun stated that due to the surge in AI demand, the prices of storage chips have skyrocketed, putting immense pressure on the mobile phone business. He mentioned that the adjustment in product prices stems from the rising costs of upstream storage chips, which are difficult to fully absorb. In 2025, the price of the Redmi K90 series smartphones was raised by 300-600 yuan, but was quickly reduced by 300 yuan due to market feedback. Global storage chip prices have reached an all-time high and are expected to continue rising in 2026, with significant increases in DRAM and NAND flash memory prices

- Rising AI demand has led to a surge in storage chip prices, impacting smartphone manufacturers like Xiaomi.  
- Xiaomi's CEO, Lei Jun, emphasized that this cost increase pressures the company's pricing strategies, which have already led to significant price hikes for models like the Redmi K90 series.  
- Analysts predict that ongoing chip price increases may result in substantial price hikes for new smartphones and a potential reduction in the production of budget models.

Lei Jun talks again about the surge in memory prices: The mobile phone business is under great pressure

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Trade Showcase

$XIAOMI-W(01810.HK)As a shareholder of Xiaomi, the upcoming financial results announcement on 24 March 2026 will be an important moment to watch.I am particularly looking for clarity on how the company is navigating a challenging environment such as intense competition, pressure in its EV and IoT segments, rising memory costs, and tightening margins in the smartphone business.Market expectations remain cautious. To date, many analysts believe performance across Xiaomi’s three core segments could come in below expectations, mainly due to above reasons.Holding Xiaomi shares comes with risks. Investors need the conviction to withstand potential volatility, including the possibility of another 10–20% downside. 📉

XIAOMI-WR

Xiaomi HK SDR 2to1

[Day 1] My investment diaryToday's colours matches lunar new year.A tear slides down my face as I envision having sandwiches for the next few weeks. :(

Lion-OCBC Sec HSTECH S

ThaiBev

Korea pull back is insane, just goes to show how lofty memories valuation are, and how concentrated the index is! Becareful peeps!

Featured

A wild Wednesday unfolds as precious metals crash, AI giants battle, and Apple refreshes its entire MacBook lineup. Here's your essential briefing:

Alphabet

OpenAI

Apple

Alphabet - C

SPDR Gold Shares

iShares Silver Tr

Pro Ultr Silver

GLD SG

CNMC Goldmine

Invesco QQQ Trust

SPDR S&P 500

Meta Platforms

NVIDIA

Destiny Tech100

Apple Group

🔥 Market Flash: Metals Meltdown, Tech Wars Heat Up | Mar 4, 2026

within this month, gold will rise to new high. mark this post.

Dragon

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

Rate Of Return

The current environment is risk off, even risk protecting assets like gold have appreciated too much in a short time frame. Nothing is really safe now!

The pull back is nothing, you just go to ignore the noise as there's only 1 way tech can go, and that's up in the long run!

Today’s Key News Recap

BYD Company Limited

BYD COMPANY-R

BYD Company

NetEase

NETEASE MUSIC

BYD HK SDR 10to1

Netflix

Li Auto

LI AUTO-W

BOYD Gaming

$XIAOMI-W(01810.HK)is evolving beyond smartphones with its EV ambitions and expanding AIoT ecosystem. Despite volatility in China tech stocks, Xiaomi’s ecosystem strategy gives it a strong competitiveWatching to see how the EV business scales in the coming quarters. #NewDiscussionZones

OpenAI is about to go public, hurry up and keep up

Lawrence Liao

0305 | Dolphin Research Focus: 🐬 Macro/Industry 1). On Mar 5, Premier Li Qiang delivered the Gov. Work Report at the 4th Session of the 14th NPC.He set a 2026 GDP growth target of 4.5%–5% and CPI around 2%, aiming to balance employment, livelihoods and industrial upgrading. The moderate inflation goal should help restore corporate earnings and anchor household expectations, supporting risk appetite in HK and A-share markets...

NVDA to reallocate H200 capacity; OpenAI races toward IPO | Daily News Recap

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UB#XIAMIRP2812H(69152.HK)

Automakers lack chips and become victims of AI, with production capacity far behind that of smartphones and servers. The Chinese market has become a disaster zone

In "The Big Banks," Citigroup downgraded Xiaomi's rating to "Outperform" with a target price lowered to 45 yuan

From home furnishings and eyewear to small chips, the OpenClaw storm has begun to sweep through the hardware circle

Hong Kong Stock Market Update | Hang Seng Index down 1.59%, oil and gas stocks strengthen, Tencent's trading volume exceeds 12.5 billion

USD 125 million investment in NFL, Xiaomi co-founder expands sports investment landscape again