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Today’s Key News Recap

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0411 | Dolphin Research focuses on: 🐬 Macro/Industry 1. The China-U.S. trade dispute continues to escalate. The U.S. government announced yesterday that the tariff rate on Chinese goods exported to the U.S. will be further increased to 125% as a &#34;reciprocal tariff.&#34; Although Trump expressed that he &#34;very much hopes to reach an agreement with China to end the escalating trade war,&#34; there has been no substantial progress so far. Today, the Chinese Ministry of Finance firmly retaliated, announcing an adjustment to the tariff rate specified in the &#34;Announcement of the State Council Tariff Commission on Adjusting Tariff Measures for Imported Goods Originating from the United States,&#34; raising it from 84% to 125%...

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Firm counterattack! The tariff on the U.S. has been raised to 125% | Today's important news review

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Dolphin focuses on: 🐬 Macro/Industry 1. Today, both Hong Kong and A-shares were collectively booming, with the Shanghai Composite Index recovering above 3300 points and the Hang Seng Index rising over 2.3%. The market is buzzing with &#34;short essays,&#34; mainly focusing on: 1) Two major meetings in December, with rumors suggesting one may be held earlier, as the market speculates on expectations for economic stimulus; 2) It is rumored that the December economic meeting will expand the deficit ratio to 4.5. However, currently, there is no clear evidence supporting these messages, and the direction of sentiment remains difficult to determine...

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Hong Kong, A accelerates explosion! What happened? | Today's important news review

PBOC Cuts Rates on Various Structural Monetary Policy Tools

PBoC Meeting Emphasizes Moderately Easy Monetary Policy

PBOC emphasizes steady progress in addressing major financial risks in 2026

FTSE China A50 Index Futures Rise 0.24% at the Opening

FTSE China A50 Index Futures Open Higher

Futures on the FTSE China A50 Index Turn Up

PBOC Deputy Governor Lu Lei Announces Continued Implementation of Prudent Monetary Policy at Summit

FTSE China A50 Index Futures Open Higher by 0.28%

FTSE China A50 Index Futures Open Up 1.14%

FTSE China A50 Index Futures Break Above 15200.00

FTSE China A50 Index Futures Open 1.84% Lower

FTSE China A50 Index Futures Break Above 15200.00 Level

PBOC Announces Unchanged LPR Rates on September 22

FTSE China A50 Futures Break Above 14700.00

FTSE China A50 Index Futures up more than 1%

PBoC Maintains 1-Year and 5-Year LPR Rates Unchanged

PBOC Releases H1 2025 Financial Statistics Report

PBoC Adjusts Monetary Policy to Support Economic Recovery

Major Chinese Stock Indices Rising Collectively

Six Departments Issue Guidelines for Financial Support to Consumption

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Alibaba Group (BABA) has launched a new mobile app called "JVS Claw" to tap into China's growing AI trend with its OpenClaw agentic AI assistant. The app allows users to easily manage tasks like online shopping and travel bookings without coding skills. This move comes amid rising competition from other tech firms like Baidu and Tencent. Wall Street analysts maintain a Strong Buy consensus on Alibaba stock, with a price target suggesting a potential upside of 45.18%.

- China's tech giants are developing OpenClaw, an innovative AI assistant that performs real-world tasks and has caught widespread attention among various demographics.  
- Alibaba has launched the "JVS Claw" app, enabling users to easily implement this AI assistant for tasks like shopping and travel booking, available for free for the first 14 days.  
- As competition intensifies, other companies like Baidu and Tencent are entering the market, while authorities express caution over data security with certain restrictions on app installation in government sectors.

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iShares MSCI China

E Fund CSI HK Connect Internet ETF

Invesco Golden Dragon China

Hwabao CSI HK Equities Internet ETF

Krne Csi China Internet

KraneShares 2x Long BABA Daily ETF

Guotai MSCI China A ESG General ETF

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Alibaba (BABA) Jumps into China's New 'AI Craze' with OpenClaw App

Morgan Stanley has maintained a Buy rating for Alibaba Group Holding Ltd. (9988) as of March 11, with a price target of HK$175.50, while the shares closed at HK$133.20. The overall analyst consensus for Alibaba is a Strong Buy, with an average price target of HK$194.62, indicating a potential upside of 46.11%. Additionally, TipRanks also reiterated a Buy rating with a price target of HK$142.00.

- Morgan Stanley analyst maintained a Buy rating on Alibaba Group Holding Ltd. with a price target of HK$175.50, while shares closed at HK$133.20.  
- The analyst consensus suggests a Strong Buy rating for Alibaba with an average price target of HK$194.62, indicating a 46.11% upside.  
- TipRanks also reiterated a Buy rating on Alibaba with a price target of HK$142.00 in a report released on March 10.

Morgan Stanley Sticks to Their Buy Rating for Alibaba Group Holding Ltd. (9988)

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Morgan Stanley predicts Alibaba's performance for the third quarter of the fiscal year 2026, which will be announced next Thursday. The consolidated revenue is expected to be RMB 286.2 billion, a year-on-year increase of 2.2%. The revenue for the Chinese e-commerce group is expected to be RMB 163.679 billion, a year-on-year increase of 7.8%. The consolidated adjusted EBITA is expected to be RMB 30.373 billion, a year-on-year decrease of 44.6%. The EBITA for the Cloud Intelligence Group is expected to grow by 22.9%

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"Forecast" Morgan Stanley's performance forecast for Alibaba's third fiscal quarter of fiscal year 2026 (Table)

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The multi-modal large model algorithm of Dongchedi has been filed with the National Internet Information Office, becoming one of the sixteenth batch of domestic deep synthesis service algorithms. This algorithm is mainly applied in multi-modal generation scenarios such as text, images, audio, and video

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The multi-modal large model algorithm of Dongchedi has been filed

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At the Meituan 2026 management communication meeting, Wang Xing emphasized reducing the informal nature of internal titles, hoping everyone would directly call him "Wang Xing" instead of "Xing Ge." He believes this form of address seems too informal and hopes company managers can embrace new things and trends. Wang Xing mentioned that the title "Xing Ge" originated from his dormitory life with Meituan co-founder Wang Huiwen, calling on everyone to start from themselves to promote a cultural shift within the company

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Wang Xing: We should all strive to "reduce the taste of climbing," and internally, don't call me "Brother Xing" anymore

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FTSE A50 China Index futures have seen a short-term surge, with the increase expanding to 1%

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The open-source AI software OpenClaw has recently sparked a craze due to its capabilities that surpass traditional AI, attracting a large number of users to install it. However, official agencies have warned about its security risks, leading to the emergence of paid uninstallation services, priced between several dozen yuan to 300 yuan. Tencent held a free installation event in Shenzhen, attracting thousands of participants. Paid installation services have also appeared on social media, with prices ranging from 500 yuan to several thousand yuan

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OpenClaw | AI Lobster Tide Raises Concerns, Giving Rise to Door-to-Door Uninstallation Business "Protecting the Best of Humanity"

FTSE China A50 Index futures initially fell by 0.30%, closing down 0.14% in the previous trading day's night session

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The NASDAQ Golden Dragon China Index preliminarily closed up 1.8%. Among popular Chinese concept stocks, XPeng rose 6.4%, BYD rose 6%, Meituan rose 5.7%, Li Auto and Nio rose over 3.8%, Baidu rose 2.9%, Tencent rose 2.4%, Alibaba rose 1.4%, NetEase fell 0.1%, and WeRide fell 1.4%

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China is rapidly adopting the open-source AI tool OpenClaw, surpassing U.S. usage. Major tech firms like Tencent and startups are launching AI products based on OpenClaw, which can perform tasks autonomously. The trend is boosting demand for Chinese AI models, which are becoming more competitive in pricing. Companies are simplifying installation processes to attract users, with events and support services being organized. This surge in interest is reshaping how Chinese consumers engage with AI technology.

- China is rapidly adopting OpenClaw, an open-source AI assistant, with tech companies and local governments promoting its use.  
- The tool enables digital assistants to perform autonomous tasks, and its popularity has risen significantly, surpassing usage in the U.S.  
- Local governments are incentivizing development around OpenClaw despite security warnings, and the tool has gained recognition on platforms like GitHub, reflecting a growing demand for personal AI assistants in China.

CNBC

Lobster buffet: China’s tech firms feast on OpenClaw as companies race to deploy AI agents

Morgan Stanley has named Alibaba (BABA) a 'Top Pick' ahead of its fiscal Q3 2026 earnings report, maintaining an Overweight rating. Analyst Gary Yu highlighted Alibaba's strong position in artificial intelligence, noting its integrated approach with in-house AI chip design and cloud services. The firm expects earnings of $1.63 per share on revenues of $42.07 billion. With a Strong Buy consensus rating and a price target of $197.86, representing a potential 45.18% upside, Wall Street remains optimistic about Alibaba's prospects in the AI sector.

- Alibaba (BABA) is viewed positively by Morgan Stanley, who has reiterated an Overweight rating and named it a "Top Pick" due to its strong position in artificial intelligence (AI).  
- The company is anticipated to report earnings of $1.63 per share and revenues of $42.07 billion on March 19, 2026, with a robust AI strategy that includes its own chips and cloud services.  
- With a Strong Buy consensus rating and an average price target of $197.86, there is a projected upside of about 45.18% for the stock.

A 'Top Pick,' Says Morgan Stanley about Alibaba Stock (BABA) Ahead of Earnings

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On March 10, Tencent announced its full suite of "lobster" products. Ma Huateng posted on his WeChat Moments, listing the company's "lobster" products: self-developed lobster, local lobster, cloud lobster, enterprise lobster, cloud desktop lobster, secure isolation lobster room, cloud security, knowledge base... and a batch of other products are coming soon.

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SPDR S&P Software

Global X Data Center & Dgtl Infrs ETF

ISHRS S&P Glb Telco

Yinhua CSI 5G Communication Theme ETF

Guotai CSI All Share Communications Equipment ETF

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GF Fund CNI Communication ETF

iShares Expanded Tech Software Sector ETF

E Fund CSI 300 Financials (ex Banks) ETF

Harvest CNI Communication ETF

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GF Fund CSI HK Connect Financials(ex Banks) Thematic ETF

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Ma Huateng: Tencent is launching a "Lobster Family Bucket"

China’s National Computer Network Emergency Response Technical Team (CERT) has issued a warning regarding the OpenClaw AI tool, highlighting its weak security configurations and potential risks, including credential theft and user errors. The CERT advises users to isolate OpenClaw, restrict access, and disable automatic updates. Following the warning, some government agencies and state-run banks in China have banned its use. The surge in OpenClaw's popularity is attributed to easy deployment services from major cloud platforms, including Tencent's new tool, "Work Buddy."

The Register

China’s CERT warns OpenClaw can inflict nasty wounds

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OpenClaw founder Peter Steinberger ranked 32 models based on success rate, speed, and cost. The Chinese models Minimax, KNOWLEDGE ATLAS, Qianwen, and Kimi frequently made it into the top five. Google performed outstandingly in the success rate and cost rankings, taking the first place in both. The top five in success rate include google/gemini-3-flash-preview, minimax/minimax-m2.1, etc.; the top five in speed include minimax/minimax-m2.5, etc.; and the top five in cost include openai/gpt-5-nano, etc

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Minimax and KNOWLEDGE ATLAS frequently make the list! OpenClaw founder launches the most suitable lobster model ranking

Direxion FTSE China Bull 3X(YINN.US)

Alibaba (BABA) Jumps into China's New 'AI Craze' with OpenClaw App

Morgan Stanley Sticks to Their Buy Rating for Alibaba Group Holding Ltd. (9988)

"Forecast" Morgan Stanley's performance forecast for Alibaba's third fiscal quarter of fiscal year 2026 (Table)

The multi-modal large model algorithm of Dongchedi has been filed

Wang Xing: We should all strive to "reduce the taste of climbing," and internally, don't call me "Brother Xing" anymore