JP-CPWR@EC2609A(29371.HK)

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JP-CPWR@EC2609A
29371.HK
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HSBC has a positive outlook on Hong Kong stocks this year, favoring AI-related hardware and the gaming industry

HSBC Securities holds a positive view on the Hong Kong stock market, believing that improvements in corporate earnings and inflows of southbound capital are the main factors. Real estate stocks benefit from the recovery of the local property market, especially the residential market. The bank prefers AI-related hardware and the gaming industry, believing they have strong growth momentum, while also being optimistic about power equipment stocks due to the acceleration of China's power infrastructure construction. Wind power and mining also benefit from the energy transition. High-end consumption and luxury goods still have potential

AASTOCKS·
HK
02380
-2.10%
AASTOCKS·
HK
02380
-2.10%

Valero to cut more than 200 jobs as California refinery closes - Bloomberg News

-- Source link: Note: Reuters has not verified this story and does not vouch for its accuracy

Reuters·
US
VLO
+3.09%
Reuters·
US
VLO
+3.09%

Delivery is Justice! Goldman Sachs: The aging American power grid is providing historic opportunities for Chinese power suppliers

The core contradiction in AI construction is shifting from GPUs to electricity, with delivery speed becoming the key to victory. A Goldman Sachs research report points out that the power grids in the US and Europe are aging and capacity is short, with grid connection requiring nearly five years of waiting. Chinese power suppliers, leveraging short delivery cycles, HVDC technology, and 800V DC architecture advantages, are reshaping the global supply chain pricing power. Related companies have overseas order premiums as high as 10%-80%, with very high profit visibility

Wallstreetcn·
HK
02380
-2.10%
Wallstreetcn·
HK
02380
-2.10%

The AI data center power supply chain, Goldman Sachs prefers "gas turbine blades and transformers," presenting a great opportunity for these types of Chinese companies

Goldman Sachs research team pointed out that global AI data centers are facing power bottlenecks, especially in the U.S. market, which presents opportunities for Chinese power supply chain companies with technological and delivery advantages. Goldman Sachs prefers products such as gas turbine blades and transformers, and expects the compound annual growth rate of sales for Chinese companies to reach 23% from 2025 to 2030. The production capacity of U.S. power equipment can only meet 40% of local demand, and the power supply shortage issue is even more severe

Wallstreetcn·
HK
02380
-2.10%
Wallstreetcn·
HK
02380
-2.10%

Ice and Fire: U.S. Electricity Prices Are About to Explode, While China's Electricity Prices Have Started to Decline

The U.S. electricity market has seen prices reach regulatory limits due to a surge in demand from AI and data centers, with Trump pressuring tech companies to bear the costs. Meanwhile, electricity prices in China have significantly dropped due to the expansion of renewable energy, with contract prices in core economic provinces falling. A report from Bank of America Merrill Lynch indicates that the proxy purchase electricity price in January 2026 has decreased by 10% year-on-year. The auction prices from U.S. grid operator PJM have hit a record high, and without price controls, electricity prices could rise another 60%

Wallstreetcn·
HK
02380
-2.10%
Wallstreetcn·
HK
02380
-2.10%
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