Information Technology(IN20341.HK)

Mega-to-large cap information technology stocks with the weakest earnings momentum

As the earnings season begins, a review of mega to large cap information technology stocks shows several companies with weak earnings momentum. Notably, Hon Hai Precision Industry, Infineon Technologies, Kyocera, and Lenovo Group received an 'F' grade for EPS revisions, indicating significant downward pressure on future earnings expectations. Other companies like F5, FUJIFILM Holdings, and Nutanix also scored low, with grades ranging from D- to D. This analysis highlights the stocks facing the most challenges in terms of earnings momentum.

The Nasdaq Golden Dragon China Index preliminarily closed down 0.6%. Among popular Chinese concept stocks, Tencent Music fell 4.9%, Kingsoft Cloud fell 4.6%, and Zai Lab fell 4.1%. In ETFs, KWEB fell 1.1%, CQQQ rose 0.22%, and ASHR rose 0.8%

Pony AI Inc. (2026): New Buy Recommendation for This Technology Giant

Citi analyst Jeff Chung has maintained a Buy rating on Pony AI Inc. with a price target of HK$190.90. Chung, a 2-star analyst, has an average return of 0.6% and a 44.08% success rate. The consensus on Pony AI Inc. is a Strong Buy, with an average price target of HK$144.65, indicating positive sentiment in the market for this technology giant.

Voicecomm Calls January 2026 EGM to Seek Approval for H Share Buyback Mandate and Articles Amendments

Voicecomm Technology Co., Ltd. has scheduled an extraordinary general meeting for January 30, 2026, to seek shareholder approval for amendments to its Articles of Association and a mandate to repurchase up to 10% of its H shares. This buyback would allow the board discretion over timing and pricing, aiming to enhance shareholder value and support equity-based incentives. The current analyst rating for Voicecomm's stock (HK:2495) is a Hold with a price target of HK$67.00.

The China Concept Index fell over 1% in early trading of US stocks, Vnet dropped 7%, GDS fell about 3%, XPeng rose about 3%, and the FTSE A50 gave back its gains

Chinese concept stocks generally fell in the early trading of U.S. stocks, with the Nasdaq Golden Dragon China Index's decline widening to 1.1%. Vnet fell 7%, Kingsoft Cloud fell 6.5%, Tencent Music fell 6%, Zai Lab fell 4.7%, Bilibili fell 3.1%, and GDS fell 2.8%. XPeng rose about 3%, and the FTSE A50 night futures' increase narrowed to less than 0.3%