China Universal CSI SH-HK-SZ Cloud Computing Industry ETF

China is making significant advancements in artificial intelligence (AI), aiming to develop personal assistant systems similar to J.A.R.V.I.S. from "Iron Man." A report by China.org.cn highlights the country's exploration of AI applications across various sectors, reflecting a global trend towards advanced technological solutions. This development showcases China's commitment to innovation and efficiency, paving the way for further exploration of AI's potential.

Unusual Whales

Cutting-edge AI is being integrated into everyday life in China, offering efficiency and intelligence similar to "Iron Man's" J.A.R.V.I.S. program as per China.org.cn.

BABA

Kimi K2.5 was launched for 3 days and has been favored by global developers and users, becoming the most used model on Kilo Code and entering the global top three on OpenRouter. Kimi's overseas revenue has surpassed domestic revenue, and the number of global paying users has increased fourfold

Wallstreetcn

Alibaba

Kimi's overseas revenue exceeds domestic revenue, and its usage volume ranks among the top three globally

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Most A-share gold concept stocks opened lower, with Baiyin Nonferrous, XINGYE SILVER&TIN, Yuguang Gold Lead, ZHONGJIN GOLD, SDR and other stocks opening at the limit down price. Precious metal futures weakened, with the main contract for platinum expanding its decline to 9%, the main contract for palladium falling 7%, and Shanghai silver and Shanghai gold dropping over 2%

- Following significant fluctuations in international gold and silver prices, the A-shares and Hong Kong stock markets experienced a sharp decline in the non-ferrous metal sector, with Zijin Mining's A-shares dropping nearly 6%, marking the largest intraday drop in over three months.  
- A-shares opened lower on January 30, with major indices falling more than 1%, while the Hong Kong market also saw declines.  
- The domestic commodity futures market experienced widespread drops, particularly in platinum and palladium, impacting various sectors.

ChinaAMC CSI SH-SZ-HK Gold Industry Equity ETF

Baiyin Nonferrous

E Fund Gold ETF

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

ZHONGJIN GOLD

ChinaAMC Gold ETF

MaxWealth CSI SH-SZ-HK Gold Industry Equity ETF

Huaan Yifu Gold ETF

Zijin Mining

XINGYE SILVER&TIN

China Southern CSI SWS Non-Ferrous Metal ETF

SD-GOLD

Yinhua CSI Non-ferrous Metal ETF

ICBCCS CSI SH-SZ-HK Gold Industry Equity ETF

MEITUAN

The Shanghai Composite Index fell over 1%, non-ferrous metals collectively plummeted, gold stocks hit the limit down, the Hang Seng Index dropped over 1%, tech stocks adjusted, and metal futures declined across the board

The three major indices showed mixed results, with Microsoft's AI spending sparking concerns, causing its stock price to plummet by 10%, marking the largest single-day drop since 2020; Bitcoin fell by 6%, and Ethereum dropped over 7%, falling below $2800

Breakfast | The three major indices showed mixed results, Microsoft’s AI spending sparked concerns, and its stock price plummeted by 10%

36Kr learned that Tencent Health has announced a strategic partnership with global optical industry leader Zeiss to officially launch the "Children's Eye Care Dr.Z" smart device. Currently, this service is open to the public through a WeChat mini-program

36Kr

Tencent

Tencent Holdings Limited

TENCENT

Tencent Health and Zeiss Optics jointly launched the "Children's Eye Care Dr.Z" smart device

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

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

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STECH

The State Administration for Market Regulation expects to complete 706 antitrust reviews of operator concentrations by 2025, an increase of 9.8% from the previous year. Among them, 687 were approved unconditionally, 13 were withdrawn, 5 were approved with conditions, and 1 was prohibited. Investments in high-tech manufacturing industries such as automobiles, chemical raw materials, general equipment, and pharmaceuticals are active, and the software information technology sector continues to grow

ISHARESHSI

Hang Seng TECH Index

State Administration for Market Regulation: Complete 706 antitrust reviews of operator concentrations by 2025

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002230

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In the morning, the main funds had a net inflow into the media and computer sectors, while there was a net outflow from the electronics and non-bank financial sectors. BlueFocus, IFLYTEK, and Moutai received net inflows of 4.527 billion yuan, 3.602 billion yuan, and 3.286 billion yuan, respectively; Zijin Mining, Zhongji Xuchuang, and SMIC faced sell-offs of 2.966 billion yuan, 1.898 billion yuan, and 1.247 billion yuan

BlueFocus

IFLYTEK

Moutai

SMIC

In the half-day session, main funds increased their positions in media and computer stocks while selling electronic stocks

02899

The Shanghai Composite fell 0.2% to around 4,140, while the Shenzhen Component rose 0.2% to 14,370, as mining shares declined due to profit-taking. Notable declines included Zijin Mining (-1.4%) and CMOC Group (-3.7%). In contrast, tech and consumer stocks gained, with BlueFocus Intelligent up 18%. Goldman Sachs forecasts $518 billion in new domestic capital for Chinese equities this year, driven by strong corporate earnings and improving sentiment.

Trading Economics

ZIJIN MINING

China Stocks Struggle as Miners Weigh

NVDA

Recreating an Eastern Harbor Overseas?

- Dan Bin has established himself as a leading figure among billion-yuan hedge funds in China, yet lacks the same influence in overseas markets.  
- As of the end of 2025, his firm, Dongfang Gangwan, held $1.316 billion in U.S. securities, showing significant growth with Google now being his largest holding, surpassing Nvidia.  
- Dan's investment strategy is evolving, focusing on diversified technology companies and utilizing leveraged products to amplify risk and return in his portfolio.

Roundhill GOOGL WeeklyPay ETF

GraniteShares 2x Long NVDA Daily ETF

Spdr Select Tech

VanEck Semiconductor ETF

iShares Expanded Tech Software Sector ETF

SPDR S&P Software

Direxion Daily NVDA Bull 2X Shares

YieldMax NVDA Option Income Strategy ETF

Alphabet - C

iShares Semiconductor ETF

Direxion Semicon Bull 3X

Alphabet

T-Rex 2X Long NVIDIA Daily Target ETF

Direxion Daily GOOGL Bull 2X Shares

NVIDIA

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

A team of Hong Kong scientists has developed an AI weather-forecasting system that predicts thunderstorms and heavy downpours up to four hours in advance, improving accuracy by over 15%. The system, called the Deep Diffusion Model based on Satellite Data (DDMS), utilizes generative AI techniques and satellite data to enhance predictions. This advancement aims to help governments and emergency services better respond to extreme weather events linked to climate change, as Hong Kong faces increasing instances of severe weather.

Yahoo Finance

Hong Kong scientists launch AI model to better predict extreme weather

Sun Zhiyang, Deputy Secretary of the Guangzhou Municipal Committee and Mayor, stated that Guangzhou will accelerate the establishment of the Greater Bay Area International Commercial Bank, promote the development of cross-border asset management centers, facilitate the cross-border flow of personnel, and simplify the mutual recognition of professional qualifications and approval processes. In addition, Guangzhou will strengthen the interconnection of financial markets, improve the QDLP and QFLP pilot programs, expand cross-border wealth management products, promote mutual recognition of rules for cross-border digital identity verification, and establish a data governance coordination mechanism. Guangzhou will also create an international medical service center and advance the standardization pilot for cross-border elderly care services

AASTOCKS

Guangzhou will accelerate the establishment of the Greater Bay Area International Commercial Bank to support the development of the cross-border asset management center

00HSI

Cushman & Wakefield expects Chinese enterprises to continue increasing their investment in core assets in Hong Kong in 2023, primarily driven by the establishment of headquarters and operational upgrades. Chinese buyers dominate the bulk trading market in Hong Kong, with transaction amounts from buyers in the Greater China region reaching HKD 17.3 billion, accounting for 43% of the total market. As the first stop for Chinese enterprises "going abroad," Hong Kong remains an important business hub due to advantages such as free flow of capital and a mature financial services system. With the recovery of demand for real estate allocation, it is expected that Chinese enterprises will continue to invest in core assets in Hong Kong

Hang Seng Index

Cushman & Wakefield: It is expected that Chinese-funded enterprises will continue to increase their investment in core assets in Hong Kong this year, driven primarily by the establishment of headquarters and operational upgrades

Against the backdrop of the trend of domestic enterprises going overseas, Hong Kong International Airport is accelerating its expansion into emerging markets such as the Middle East. The Airport Authority's Executive Director of Business, Chen Zhengsi, stated that the airport will launch a three-runway system in 2024, with an annual passenger volume reaching 120 million and a cargo volume of 10 million tons, supporting enterprises' global layout. In addition, the airport has launched the "Air Network Expansion Plan" to attract multiple airlines to participate and enhance route coverage. Residents of the Greater Bay Area can conveniently travel through the "Transfer Parking Lot," while the Dongguan Airport Center provides cross-border sea and air intermodal services

Stheadline

The Airport Authority leverages the trend of domestic enterprises going overseas to take off again, stating that companies are not only focusing on Europe and the United States, but also accelerating the exploration of new markets such as the Middle East

China Universal CSI SH-HK-SZ Cloud Computing Industry ETF(159273.SZ)

Cutting-edge AI is being integrated into everyday life in China, offering efficiency and intelligence similar to "Iron Man's" J.A.R.V.I.S. program as per China.org.cn.

Kimi's overseas revenue exceeds domestic revenue, and its usage volume ranks among the top three globally

The Shanghai Composite Index fell over 1%, non-ferrous metals collectively plummeted, gold stocks hit the limit down, the Hang Seng Index dropped over 1%, tech stocks adjusted, and metal futures declined across the board

Breakfast | The three major indices showed mixed results, Microsoft’s AI spending sparked concerns, and its stock price plummeted by 10%

Tencent Health and Zeiss Optics jointly launched the "Children's Eye Care Dr.Z" smart device