CIKSCLD@EC2606A(20783.HK)

Last Updated 08:00:00
longbridge loading
Company Encyclopedia
View More
name
CIKSCLD@EC2606A
20783.HK
News
View More

Nomura's report indicates that NVIDIA can benefit from the growth in training and inference demand, maintaining a "Buy" rating

Nomura released a research report stating that Kingsoft Cloud, as the artificial intelligence cloud infrastructure provider within the Xiaomi Corporation ecosystem, will benefit from Xiaomi's investment in large language models (LLM). It is expected that revenue for the fiscal years 2025 to 2027 will be revised up by 1.4% to 8.9%, but due to intensified competition and cost pressures, the gross margin forecast has been lowered by 4.6 percentage points, and the profit forecast has been reduced by 11.6% to 33.4%. The "Buy" rating is maintained, with the target price lowered from 9.2 yuan to 8.5 yuan, and an annual growth rate of 40% is expected for AI-related business revenue

AASTOCKS·
US
XIACY
-2.36%
HK
01810
+2.83%
HK
03896
-0.45%
AASTOCKS·
US
XIACY
-2.36%
HK
01810
+2.83%
HK
03896
-0.45%

The China concept index fell over 1%, and KINGSOFT CLOUD dropped over 6%

Chinese concept stocks performed poorly overall, with the NASDAQ Golden Dragon China Index falling by 1.14%. KINGSOFT CLOUD had the largest decline, reaching 6.4%. Other popular Chinese concept stocks such as GDS-SW, Century Internet, and CSI Solar also experienced significant declines, all exceeding 4%. In terms of ETFs, FXI, ASHS, and KWEB all saw varying degrees of decline

Wallstreetcn·
US
.HXC
-1.95%
HK
09698
-3.38%
US
CLOU
+0.21%
Wallstreetcn·
US
.HXC
-1.95%
HK
09698
-3.38%
US
CLOU
+0.21%

Microsoft earnings: Cloud growth and capex numbers in focus for Q2

Microsoft is set to report its fiscal Q2 results, with analysts expecting adjusted earnings per share of $3.97 and revenue of $80.27 billion, indicating a 15% year-over-year growth. Attention will be on Azure's growth, projected at around 39.4%, following a 40% increase in Q1. Microsoft plans to raise prices for Office subscriptions and has committed $250 billion to Azure with OpenAI. The company anticipates $34.31 billion in capital expenditures, a 52% increase. Microsoft stock has declined 10% in the past three months, contrasting with a 1% gain in the S&P 500.

CNBC·
US
MSFU
+1.40%
US
XSW
-0.59%
US
IGV
-1.82%
CNBC·
US
MSFU
+1.40%
US
XSW
-0.59%
US
IGV
-1.82%

Top 10 HK Stock Gainers (1.27)

MINIMAX-WP(00100) rose 26.48%, with a trading turnover 1.6 Billion HKD, and a year-to-date rose 195.9%. CHINA STAR ENT(00326) rose 12.02%, with a trading turnover 35.9 Million HKD, and a year-to-date rose 67.8%. ZIJIN GOLD INTL(02259) rose 11.59%, with a trading turnover 3.1 Billion HKD, and a year-to-date rose 59.6%.

Top Gainers & Losers·
HK
00100
-8.65%
HK
00326
-4.75%
HK
02259
-4.55%
Top Gainers & Losers·
HK
00100
-8.65%
HK
00326
-4.75%
HK
02259
-4.55%

The Hang Seng Index closed up 1.35%, Minimax rose about 26%

The Hang Seng TECH Index rose by 0.5%. AIGC concept stocks led the gains, with KINGSOFT CLOUD up about 10% and KNOWLEDGE ATLAS up about 8%. Technology stocks rose, with GDS up about 7% and Bilibili up about 6%

Wallstreetcn·
HK
00HSI
+0.14%
HK
00100
-8.65%
HK
03896
-0.45%
Wallstreetcn·
HK
00HSI
+0.14%
HK
00100
-8.65%
HK
03896
-0.45%
Posts
View More

During the bull-bear transition in 2020-2021, the two biggest lessons I personally learned are:

1. Don't buy junk stocks, poor businesses, or bad companies during a bull market. In the early stages of ......

© 2026 Longbridge｜Disclaimer