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jazza ·03-29 19:36OwenBess ·03-28 07:38$TRACKER FUND(02800)$ represents the 50 most liquid companies in Hong Kong, with its top five holdings— $TENCENT(00700)$ $HSBC HOLDINGS(00005)$ $BA...$TRACKER FUND(02800)$ represents the 50 most liquid companies in Hong Kong, with its top five holdings— $TENCENT(00700)$ $HSBC HOLDINGS(00005)$ $BABA-W(09988)$ $MEITUAN-W(03690)$ $AIA(01299)$ —showcasing a more internationalized portfolio, somewhat resembling the S&P 500 $S&P 500(.SPX)$ . Recently, major Hong Kong-listed companies have ramped up share buybacks and cancellations, driving a valuation recovery across the market. From a broader perspective, Tracker Fund not only refleGuavaxf30 ·03-27Tesla downgraded again. HSBC reiterates Tesla Motors as reduce HSBC lowered its price target on the stock to $130 per share from $165 and says ther...Tesla downgraded again. HSBC reiterates Tesla Motors as reduce HSBC lowered its price target on the stock to $130 per share from $165 and says there are “no quick fixes.” “Tesla eschews many of the industry norms (holding list prices firm, making regular facelifts and model renewals) and has to date seen only minimal impact, but tougher competition and brand erosion is likely to see the impact of its strategy hurt more.”钛媒体APP ·03-27Microsoft Said to Cancel Data Center Projects Totaling Over 2GW of Capacity as Alibaba Chairman W...Microsoft Said to Cancel Data Center Projects Totaling Over 2GW of Capacity as Alibaba Chairman W...
TMTPOST -- Microsoft Corporation on Wednesday was once again said to dial back massive resource input into artificial intelligence (AI) infrastructure, raising more concerns about outlook of the AI spending spree. Credit：Microsoft Microsoft has withdrawn data center project totaling more than 2 gigawatts (GWs), or 2 billion watts, of capacity in half a year, TD Cowen analysts led by Michael Elias told investors, citing their channel checks at Nvidia Corporation’s annual GTC conference last week the industry event Data Connect in New York this week. Given the lease cancellations and leases being terminated in both the U.S. and Europe that TD Cowen’s channel checks indicated, “Microsoft has both (1) walked away from +2GW of capacity in both the U.S. and Europe in the last six months that wasCaroller ·03-11Xiaomi’s $01810 ecosystem dominance—smartphones (Q1 shipments +23% YoY), AIoT (789M devices, AI subscriptions ↑41%), and EVs (SU7 deliveries soar 8...Xiaomi’s $01810ecosystem dominance—smartphones (Q1 shipments +23% YoY), AIoT (789M devices, AI subscriptions ↑41%), and EVs (SU7 deliveries soar 85% MoM; Berlin plant scales)—fuels margin expansion. Breakthrough ¥32 resistance, shorts at 3-year lows (11.3%), and HSBC’s ¥38 target (+30% upside) reflect institutional conviction. Battery costs down 31% turbocharge profitability. Buy dips below ¥34. 🚀 #XiaomiRise Caroller ·03-07Xiaomi’s triple engines roar: smartphone shipments surge 23% YoY, reclaiming global #3; AIoT hits 789M devices, fueled by MIUI 17’s generative AI (...Xiaomi’s triple engines roar: smartphone shipments surge 23% YoY, reclaiming global #3; AIoT hits 789M devices, fueled by MIUI 17’s generative AI (subscriptions +41% QoQ); SU7 EV deliveries hit 28K in Feb (+85% MoM), margins up to 18.3% on battery cost cuts. Technically, broke ¥32 resistance (161.8% Fib), shorts at 3-year low (11.3%), with HSBC’s ¥38 target (30% upside). SU7 EU certification. Valuation rerating as EV/tech synergies unfold. Buy dips below ¥33.5. 🚀
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