GMT EIGHT - OPPORTUNITIES IN CHINA

New stock news | SaaS solution provider XiaoeTong delivers documents to HKEx, introducing Tencent and other companies to invest in shares.

According to the disclosure by the Hong Kong Stock Exchange on August 22, Xiaoe Inc. (referred to as "Xiaoe Tong") has submitted an application to list on the main board of the Hong Kong Stock Exchange, with CITIC Securities as its exclusive sponsor.

NVIDIA Corporation (NVDA.US) CEO Jensen Huang: Purchasing shares of Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR (TSM.US) is "very wise."

Huang Renxun highly praised TSMC, saying that anyone who buys the company's stock is "very wise".

Tariff impact is evident, Germany's economy contracted more than expected in the second quarter.

In the second quarter of Germany, the gross domestic product (GDP) fell by 0.3% quarter-on-quarter, initially reported as a decline of 0.1%.

Huang Renxun appeared in Taipei, revealing the key words of NVIDIA Corporation's next "AI blueprint": Rubin, silicon photonics, and the Chinese market.

Huang Renxun's trip comes at a time when the technological competition between China and the United States is escalating. Lao Huang stated that the ultimate decision on the next generation of AI chips specifically designed for the Chinese market, the H20, lies with the US government.

Private lending market alarms are frequent: behind the official low default rate, the shadow default rate has soared to 6%.

In the $1.7 trillion private credit market, default warnings are increasing, prompting some analysts to express concern about underestimated risks.

Feel the shock brought by the "AI faith"! Wall Street sounds the call for NVIDIA Corporation (NVDA.US) to rise to a market value of "5 trillion US dollars".

Before the performance is announced, Wall Street is racing to raise Nvidia's performance expectations and target prices. Nvidia's optimistic narrative of hitting a market cap of 500 billion dollars is gaining momentum! Cantor raised it to $240, with major banks like TD Cowen and Morgan Stanley collectively adding to the target stock price.

US Stock Market Move | The Nasdaq China Golden Dragon Index rose more than 1%. NIO Inc. Sponsored ADR Class A (NIO.US) jumped over 7%.

On Thursday, the Nasdaq Golden Dragon Index of China rose more than 1%, with popular Chinese concept stocks gaining ground. Xpeng Motors (XPEV.US) rose more than 9%.

From disdain to full commitment! Can Oracle Corporation's (ORCL.US) cloud business catch up with the three giants after relying on breakthrough customers for a comeback?

The prosperity of artificial intelligence has significantly increased the demand for internet computing and storage. Oracle, which has long been struggling to find its position in this market, has solidified its foothold by securing major clients.

Cross-domain shows positive momentum! Morgan Stanley IT hardware industry data tracking: Apple Inc. (AAPL.US) App Store growth exceeds expectations, cloud capital expenditures rebound strongly.

Morgan Stanley's latest monthly IT hardware industry tracking report shows that the technology hardware sector is performing well, but risks are appearing in some specific sub-sectors.

China Resources Power (00836) announced its interim financial results, with a net profit attributable to shareholders of HK$7.872 billion, a decrease of 15.92% year-on-year.

China Resources Power (00836) releases its mid-term performance for 2025, with the group achieving a turnover of HK$50.267 billion during the period.

"Trading profit for scale," gaining insights into the dormancy and outbreak of Beijing Roborock Technology (688169.SH)

With the profit recovery path of Stone Technology becoming clearer, the company's strategy of "exchanging profit for scale" will further advance to a new stage of "creating profit with scale", and the long-term development prospects are promising.

AIA (01299) releases mid-year performance, business value increases by 14% year-on-year to US $2.838 billion, planning to distribute an interim dividend of 49 Hong Kong cents per share.

China Taiping Insurance (01299) released its performance for the six months ending on June 30, 2025, with growth rates calculated at a fixed exchange rate...

Under the expectation of a Fed rate cut, small-cap stocks have begun a "recovery rally". Analysts are recommending these stocks.

The focus of the US stock market is shifting from the "Big Seven" tech stocks to small-cap stocks.

SMOORE INTL (06969) has released its interim financial results, with a adjusted net profit of 737 million yuan, a decrease of 2.1% year-on-year.

Simore International (06969) released its interim performance for the six months ending June 30, 2025. The group achieved revenue...

CRYSTAL INTL (02232) released its interim results with a net profit attributable to shareholders of $98.265 million, representing a 17% increase year-on-year.

Jingyuan International (02232) released its performance for the six months ending June 30, 2025, with a profit of 1.229 billion US dollars...

China State Construction Engineering Corporation (03311) announces its interim financial results, with a net profit attributable to shareholders of 5.259 billion yuan, an increase of 5.1% year-on-year.

China Architecture International (03311) announced its interim performance for the six months ending on June 30, 2025. The Group has achieved...

Global "Birkenstock Fever" ignites Birkenstock's growth engine. Wall Street calls for a 50% surge to start.

Analysts from the international banking giant UBS recently raised the target price of the company from $76 to $77, while maintaining their "buy" rating, the most optimistic bullish rating on the stock.

Amazing resemblance? After the "Plaza Accord", the "dollar fell, stock market boomed", then the new Fed chairman took office, followed by "Black Monday".

The Plaza Accord of 1985 marked the beginning of a period of sharp depreciation of the US dollar and record highs in the American stock market. However, the market's optimism quickly collapsed two years later with the change in leadership of the Federal Reserve and hesitancy in policy response, culminating in the stock market crash known as "Black Monday" in October 1987.

SF INTRA-CITY (09699) announces joyful profit growth expected to be no less than 100% year-on-year for mid-term shareholders.

Shunfeng Same-City (09699) announces that during the current period (6 months ended on June 30, 2025), the company has...

ZTO EXPRESS-W (02057) released its interim results with a revenue of 22.723 billion yuan, an increase of 9.8% year-on-year, continuing to improve service quality and operational efficiency.

Zhongtong Express-W (02057) released its performance for the six months ending June 30, 2025. During this period, the group achieved...

Latest

10 m ago

European Central Bank President Lagarde: The European labor market conditions are better than expected. Inflation has decreased significantly, and employment costs are relatively low.

24 m ago

Market news: OpenAI is in negotiations with the UK for a multi-billion pound deal on ChatGPT Plus.

36 m ago

Rio Tinto Group: All operations at the SIMFER Mine have been temporarily suspended.

36 m ago

Rio Tinto Group: Operations at the SIMFER Mine have been temporarily suspended.

1 h ago

Shen Qiuping, Deputy Minister of Commerce, conducted a research trip to Sumitomo Electric.

Seeking Coverage

Being Writer

Exploring Cooperation