GMT EIGHT - OPPORTUNITIES IN CHINA

Open Source Securities: Domestic AI Continues to Breakthrough, Maintaining a "Positive" Rating for the Computer Industry.

At present, domestically produced AI has made significant progress in computing power, large models, and applications, reshaping the global competitive landscape, and the bank continues to be optimistic about investment opportunities in domestic AI.

Cinda: The current market style diffusion is still in the valuation, expectation, and capital-driven stage.

The style diffusion in the current market is still in the stage driven by valuation, expectations, and funds, and it is expected to last for at least 1-2 quarters. However, for the style diffusion to transition to a market trend at the annual level, the realization of the profit logic of value stocks needs to be seen.

New stock outlook | HiSilicon: High revenue compound growth, still facing growth challenges behind the "AI fever"

Hiklight Semiconductor has submitted an application for listing on the Hong Kong Stock Exchange.

Increase the allocation of high-dividend stocks in the fourth quarter, November insurance capital intensively research more than 100 individual stocks.

Since the fourth quarter, insurance funds have increased their allocation to high-dividend stocks. At the same time, they have also strengthened their research work on investments that align with the country's major strategic directions, such as new productive forces, high-end manufacturing, artificial intelligence, digital economy, and biopharmaceuticals.

Logan and Schmidt are sending strong hawkish signals again, with internal divisions within the Federal Reserve intensifying.

Dallas Fed President Logan sent a strong hawkish signal on Friday, saying she will oppose another rate cut at the December meeting until she sees more "compelling evidence."

US Stock Market Move | Two major pharmaceutical companies competing for the acquisition of Avadel Pharmaceuticals (AVDL.US) caused its stock to rise over 20%.

As of the submission of this article, the stock has surged more than 20%, reaching $23.215.

US Stock Market Move | Many quantum computing concept stocks rebound strongly, Kunqun (QMCO.US) rose more than 10%

- Concept stocks related to quantum computing are rebounding strongly, as of the time of writing, Quantin has surged more than 10%

The volatile period of the US stock market welcomes a crucial earnings week. Next week, can the earnings reports from NVIDIA and retailers provide some peace of mind?

The recent sell-off in the US stock market has shaken most of the pillars of the three-year bull market, but the profit foundation of American companies remains intact.

"Storage "super cycle" logic strengthened again! As DRAM demand soars, Samsung DDR5 prices surge by 60%"

Industry leader regains pricing power: Samsung raises prices by up to 60%, storage super cycle accelerates overall?

The number of white knights is decreasing, Bitcoin falls into bear market! ETF withdraws nearly 900 million US dollars, the second largest outflow in history.

On Thursday, Bitcoin exchange-traded funds (ETFs) saw a net outflow of about $870 million, the second largest single-day redemption size since their launch.

The Hong Kong government has reappointed Leung Fung-yee as the Chief Executive of the Hong Kong Securities and Futures Commission for a two-year term.

On November 14, the Hong Kong government announced that the Chief Executive has reappointed Leung Fung-yee as the Chief Executive of the Securities and Futures Commission (SFC) in accordance with the Securities and Futures Ordinance (Chapter 571). Her term will be two years, from January 1, 2026 to December 31, 2027.

South Korean Ministry of Finance: will work together with National Pension Fund to take action to stabilize the South Korean won.

The South Korean Ministry of Finance said on Friday that the government will closely discuss with major market participants, including the National Pension Fund and exporters, to prepare relevant measures.

Innovative industrial (02788) launches IPO: the electrolytic aluminum market continues to be prosperous, and the integrated leader has abundant growth momentum.

As an important player in the upstream of the aluminum industry chain, Innovative Industries' fundamentals continue to improve, and its integrated layout of the entire industry chain is constantly being consolidated. It is expected to continue to benefit from the high business cycle of aluminum and bring long-term lucrative returns to investors.

HK Bull/Bear Outstanding Qty Ratio(65:35) | November 14th

As of November 14, the latest bull-bear street ratio of the Hang Seng Index is 65:35.

The institution claims that the cryptocurrency market has entered a bear market phase, and the next key support level for Bitcoin is near $93,000.

Bitcoin fell below the $100,000 mark again on Thursday.

Cryptocurrency asset management company Grayscale (GRAY.US) applies for IPO, maintaining strong cash flow despite declining revenue.

Grayscale Investments Inc. has submitted its initial public offering (IPO) application to the U.S. Securities and Exchange Commission (SEC).

National Development and Reform Commission: Serve the green and low-carbon development of the oil and gas industry and improve the planning system of oil and gas infrastructure.

Key revisions include promoting green and low-carbon development in the oil and gas industry. Strengthening technological innovation and equipment research and development in the infrastructure sector, promoting the digitalization and intelligence of infrastructure construction and operation, promoting the green and low-carbon transformation of oil and gas pipelines, and promoting the development of new technologies, industries, and business models.

BILIBILI-W (09626) net profit in the third quarter was 469 million Yuan, turning losses into gains year-on-year, with all key user metrics reaching historical highs.

"bilibili-W (09626) releases its third quarter financial results for the year 2025, with the group achieving a net revenue total of..."

CRIC Real Estate Research: The transaction volume of foreclosed houses in October maintains a high level within the year, and the transaction rate has returned to above 20% as expected.

In October 2025, the supply of properties being auctioned off by the court saw a significant decrease compared to the previous month, while transaction volume remained at a high level. This month, there were 29,000 properties put up for auction, a decrease of 31% compared to the previous month and 13% compared to the same period last year; 5,169 properties were successfully sold, an increase of 3% compared to the previous month, marking the third consecutive month with transaction volume above 5,000 properties.

Tencent (00700) revenue in the third quarter of 2025 reached 192.9 billion yuan, an increase of 15% compared to the same period last year. Operating profit also increased by 18% year-on-year.

Total revenue: increased by 15% year-on-year, gross profit: increased by 22% year-on-year, operating profit according to non-international financial reporting standards: increased by 18% year-on-year. Total revenue was 192.9 billion yuan, an increase of 15% year-on-year. Gross profit was 108.8 billion yuan, an increase of 22% year-on-year.

U.S. Energy Corp. received a key approval from the Department of Energy, and investment bank Wade Bush reiterated its "outperform" rating on Oklo (OKLO.US), stating that it outperformed the market.

Oklo's project continues to receive regulatory acceleration, and the US Department of Energy has authorized the construction and operation of its nuclear facilities, creating a modern pathway for rapidly building new nuclear power plants.

Again touching the 155 level! The curse of the depreciation of the yen is hard to break, and the market doubts are intensified by the divergence between the central bank and government policies.

As the yen exchange rate falls to levels that previously triggered government intervention, traders are increasingly skeptical of whether the new Japanese government can boost the yen through direct intervention.

SHOUCHENG (00697): Beijing Siasun Robot & Automation Fund invests in Xingdong Era

The first journey Holdings (00697) announced that recently, the Group's subsidiary First Journey Capital's affiliated company (a wholly-owned subsidiary) ...

US Stock Market Move | Circle (CRCL.US) fell by more than 7.4% with a 66% increase in Q3 revenue to $740 million.

As of the time of writing, the stock has fallen more than 7.4%, closing at $90.96.

Fed Governor Bostic: AI will reshape economic prospects, but where it ultimately leads remains a mystery.

Although artificial intelligence will change the economy, its specific evolution has various possible outcomes.

Alphabet Inc. Class C (GOOGL.US) launches AI information summary and notification priority feature for Pixel phones.

Google is adding a variety of artificial intelligence (AI) features to its Pixel devices, including features similar to the iPhone such as information summaries and notification prioritization.

Trump wants to extend the mortgage term to 50 years, industry professionals question its feasibility: interest costs double, lifetime repayment is not possible.

Trump's 50-year mortgage plan is in doubt, industry experts have raised criticism.

Bank of America released the latest data on active fund holdings for October. NVIDIA Corporation (NVDA.US) remains a favorite among institutions.

NVIDIA is still the most widely held semiconductor stock by institutions.

US Stock Market Move | Proposed investment of $1.5 billion to expand the content portfolio of Paramount Skydance (PSKY.US) surged over 12%.

As of press time, the stock has risen more than 12%, reaching $17.1.

Telecom giant Vodafone Group Plc Sponsored ADR(VOD.US) returns to growth in Germany after years of decline, driving a 7.3% increase in total revenue in the first half of the year.

Vodafone Group has resumed its growth in Germany and has added 1&1 AG as a new major wholesale customer in its largest market - Germany.

From oversupply to "energy storage frenzy", will the lithium investment boom come back?

The lithium industry is very excited because of the large-scale demand for battery energy storage. Some analysts believe that the recent growth momentum in the lithium market is driven by strong demand, rather than potential supply interruptions. Top lithium iron phosphate cathode material producers are running at full capacity to meet the energy storage demand.

The U.S. Senate passed a temporary funding bill, pending a vote in the House of Representatives, and it is expected that the government shutdown will end on Wednesday.

The U.S. government shutdown is set to end, as the Senate passes a key agreement and the House prepares to vote.

Financial Mystery and Billion-Dollar Debt: The Illegal Operations and Industry Risks Behind the Bankruptcy of First Brand Group.

In recent weeks, the leading American automotive parts supplier, First Brands Group, has applied for bankruptcy with over $10 billion in debt due to excessive borrowing for acquisitions, financial misconduct, and external tariff impacts.

Over 20 billion US dollars blockbuster bombshell leading the world, Sichuan Biokin Pharmaceutical (02615) made its debut in the "C position" of Hong Kong stocks.

The long-term value growth of Baili Tianheng is highly anticipated by the market due to its strong ADC drug research and development, independent global clinical development capabilities, innovative commercialization and accumulation in international markets, as well as unique international cooperation advantages. Currently, Baili Tianheng has taken the lead in the global ADC innovative drug first echelon and has sent a strong signal of transformation towards global MNCs.

JP Morgan: Not just the US stock market, the $5 trillion AI data center boom will also sweep through the US bond market.

J.P. Morgan said the construction boom of data centers in the artificial intelligence field with a scale of 5 trillion dollars will sweep through all bond markets.

Occidental Petroleum Corporation (OXY.US) Q3 profits exceed expectations, as production growth offsets the impact of falling oil prices.

Western Petroleum Company's quarterly profits exceeded expectations due to an increase in production.

Is the AI investment frenzy returning? Buyers are using real money to guard the "AI bull market narrative" on dips.

The "AI arms race" continues! Leading cloud computing giants are ramping up their AI CapEx (AI capital expenditure) and the narrative of a technology bull market remains intact.

President of the San Francisco Federal Reserve: Signs of weakening demand may have already appeared. Be alert to the drag on the economy caused by maintaining interest rates too high.

Daley warned that if the Federal Reserve maintains high interest rates for a long time, it could harm the economy.

If the shutdown ends, a data flood will come! The Federal Reserve's December interest rate meeting is imminent

As the prediction market gains confidence in the US federal government ending the shutdown this week, long-delayed economic data may soon flood into the market.

The United States suspends implementation of the 301 investigation measures against China's shipbuilding and other industries. Ministry of Commerce: Looking forward to the United States continuing to work with China in the same direction.

The Chinese side is willing to communicate and negotiate with the U.S. on relevant issues based on the principles of mutual respect and equal consultation, and looks forward to the U.S. continuing to work with China in the same direction to jointly maintain a fair competition environment in the international shipping and shipbuilding market, injecting more certainty and stability into Sino-US economic and trade cooperation as well as the world economy.

New Stock Preview | "Dual Leading" XCMG: Annual revenue exceeds 10 billion, still unable to hide cyclical risks

From the perspective of business layout and product structure, unlike many "story-driven" tech companies, Sany Heavy Machinery is a "hardcore" manufacturing company that has already been verified through intense market competition in the real economy.

US Treasury Secretary Mnuchin responded to Trump's statement of "giving everyone $2000": it may be achieved through tax cuts.

Bnt said that the $2,000 "bonus" mentioned by Trump may be distributed through tax cuts.

New stock news | Sanreal Biotech submits application to Hong Kong Stock Exchange for the approval of its core product Azvudis for the treatment of HIV infection and COVID-19 in China.

This is the third time that the company has applied for listing on the Hong Kong Stock Exchange. It had previously submitted applications to the Hong Kong Stock Exchange on August 4, 2022 and February 18, 2025.

New Stock News | Bosco and Outdoor Sports Group Submit Listing Application to Hong Kong Stock Exchange

According to the prospectus, the Berchi Outdoor Sports Group provides a wide range of products for various outdoor activities, sports and fitness, and urban commuting through the Berchi brand, covering clothing, shoes, equipment, and accessories.

Guotai Haitong: What does the strengthening of the US dollar mean for Hong Kong stocks?

Short-term attention is on the United States government's reopening schedule and economic data, while mid-term incremental funds inflow and the convergence of high-quality assets in Hong Kong stocks are expected to reach new highs. Technological stocks in Hong Kong are the main trend structurally.

The most aggressive Wall Street investment banks: Powell will not cut interest rates during his tenure.

Bank of America believes that Powell's cautious comments after the rate cut in October indicate that the threshold for starting a rate cut in December has been raised, and that data is needed to "prove" its reasonableness, rather than "argue against" its necessity. Alternative data currently shows that the labor market is gradually cooling down, but there are no signs of a sharp deterioration. This situation provides the Federal Reserve with a reason to pause the rate cuts.

If Trump's "equal tariffs" are overturned, how will the market react?

The market's expectation of the Trump administration winning in the tariff case has significantly cooled. Market predictions show that the government's chances of winning have plummeted from about 40% to 27%. Citigroup believes that if the court ultimately overturns the "reciprocal tariffs" imposed based on the IEEPA, it could trigger a wave of trading frenzy. Short-term market reactions may include: a decrease in inflation expectations, a rise in the stock market (especially small-cap stocks), and a strengthening of certain emerging market currencies (such as the Mexican peso and the Brazilian real).

Crowd wisdom consulting: In November, mid-to-high-end panels faced downward pressure, and price competition in the mainstream laptop market will further intensify.

Collective wisdom predicts that, in the face of weak demand and supply control, mainstream specifications prices of Monitor OC and LCM panels are expected to remain stable in November, while high-end panels are facing downward pressure. Price competition in the mainstream segments of notebook markets in November will intensify further.

China's Outlook on Biopharmaceuticals in 2026: Innovation as the Theme, Breaking Through Overseas Markets and Commercial Insurance.

The benefits of drug approval reform continue to be released. With the support of domestic engineering dividends, abundant clinical resources, and supportive policies, domestic innovation drugs have gradually shifted from following the times to FIC/BIC innovation.

Tesla, Inc. (TSLA.US) failed to acquire xAI proposal, Musk's AI ecosystem integration hindered.

The investment proposal for xAI presented by Tesla shareholders to the board of directors did not pass.

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Our country has already focused on supporting the cultivation of nearly 200 distinctive labor service brands in poverty-stricken areas.

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Guolian Securities (01456): Approved for stock options market-making qualification

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Gathering Water Pond (06687): Fully exercising the excess rights issue, stabilizing the price action and the stabilization period ends.

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Pharmacy Alliance (09885.HK): third-quarter revenue increased by over 15% year-on-year.

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Cold wave accompanied by strong winds is coming, and multiple departments in Beijing are actively responding.

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