GMT EIGHT - OPPORTUNITIES IN CHINA

"AI entrance into the post-intelligent era" explodes in sales! Meta (META.US) smart glasses in high demand in the United States, urgently halts global expansion plans.

After emphasizing the strong demand in the American market, Meta has delayed the international market expansion process of Ray-Ban Display AI smart glasses.

China Federation of Logistics and Purchasing: The global manufacturing PMI in December 2025 was 49.5%, a slight decrease of 0.1 percentage points compared to the previous month.

The China Federation of Logistics and Purchasing announced that the global manufacturing Purchasing Managers' Index (PMI) was 49.5% in December 2025, a slight decrease of 0.1 percentage points from the previous month, marking the tenth consecutive month of operation within the range of 49%-50%.

Wall Street's expectations were too conservative? NVIDIA Corporation (NVDA.US) CFO stated that revenue will "definitely" exceed previous guidance: over $50 billion!

Nvidia said that its revenue guidance will be more optimistic.

New stock news | Dexin Biosciences re-files with Hong Kong Stock Exchange once again, focusing on the development of medical imaging products and services as medical equipment.

According to the prospectus, Desheng Biotech is a medical device company focusing on developing medical imaging products and services.

Tesla, Inc. (TSLA.US) CEO Musk's xAI has recently raised $20 billion, with a company valuation estimated to reach $230 billion.

Tesla CEO Musk's artificial intelligence company xAI announced that it has raised a total of 20 billion dollars in the latest round of funding.

US Stock Market Move | Online car-hailing stocks rise, Uber Technologies, Inc. (UBER.US) is up over 5.6%

US ride-hailing stocks rise as Nvidia announces autonomous driving technology platform.

Morgan Stanley: The market undervalues the bull market in US stocks, and six catalysts will ignite risk appetite.

The S&P 500 index at 7800 points is "on its way": Six major catalysts are resonating, with the biggest surprise in 2026 possibly being the "multiple expansion of median valuations".

From NVIDIA Rubin leading the "AI Factory Era" to AMD's MI500 "Thousandfold Roadmap": the "AI Bull Market Narrative" continues to dominate the stock market.

Huang Renxun and Su Zifeng concentrated on releasing a heavy signal at CES, indicating that "AI computing resources are still scarce, platform-level computing system iterations are accelerating, and the AI capital expenditure cycle is far from over", and counteracting market concerns about "AI hype peaking/bubble about to burst" with a product roadmap.

A-share market opening express | Three major stock indexes open with mixed gains and losses, brain-computer interface and other sectors strengthen

On the market, the brain-computer interface, lithium mining, and humanoid robot sectors are among the top gainers, while the communication equipment, commercial aerospace, and military industries sectors are among the top losers.

AI and Siasun Robot & Automation have grand dreams, but the reality is harsh for electric cars: Tesla, Inc. (TSLA.US) has seen two consecutive years of decline in the Chinese market.

Tesla's shipments from its factory in China decreased by 7% last year, indicating that the electric car manufacturer is gradually losing its edge in the Chinese market. Despite a slight rebound in December, demand significantly slowed down throughout the year and resulted in a decrease in shipments from Tesla's Chinese factory in 2025.

AI server orders explode! Foxconn takes advantage of AI infrastructure boom, Q4 revenue increases by 22%, reaching a historic high.

Foxconn's fourth-quarter revenue surged 22% to NT$260.28 billion, reaching a historic high, mainly driven by the incredibly strong demand for artificial intelligence computing power.

European stock market outlook for 2026: institutions are bullish on further upside potential, optimistic about banks, renewable energy, and German stimulus beneficiaries.

After experiencing its best year since 2021, analysts and strategists predict that European stocks still have further room to rise in 2026.

Under the tide of AI boom, Asian technology stocks lead the way, and emerging market indices are gaining momentum to challenge historical highs.

Emerging market stocks are expected to reach historic highs due to optimism in technology.

MARKETINGFORCE (02556) plans to repurchase company shares in the open market.

Mingcheng Property Management Limited (02556) announced that the Board of Directors intends to repurchase company shares on the open market from the date of this announcement until the expiration of the authorized repurchase period. The company will use existing available cash reserves to fund the share repurchase plan. In accordance with the ordinary resolution passed by the company's shareholders at the annual general meeting held on May 19, 2025, the directors have been granted general and unconditional authorization to repurchase shares, not exceeding 10% of the total number of issued shares of the company as of May 19, 2025 (excluding treasury shares), i.e. not exceeding 25,622,699 shares of the company's issued shares.

FIRST CAP GP(01269) recommends debt restructuring

First Control Group (01269) announced that after the trading session on January 2, 2026, the company entered into a restructuring support agreement with the initial participating creditors. In accordance with this agreement, they have agreed (including) to support and facilitate the proposed restructuring and plan. The proposed restructuring of existing debts is intended to be implemented through a scheme arrangement under Hong Kong law.

"Mountain and Sea, Know the Model" Empowers UNISOUND (09678) to Secure Large Medical Cooperation Deals Worth Over 20 Million in the Region.

CloudMind Technology (09678) announced that recently, the company has successfully partnered with the Jiangsu Medical Insurance Bureau, Shijiazhuang Municipal Health Commission, and Zhengzhou Jinshui District Health Commission, leveraging the leading technology advantages of the expert-level large model "Mountain and Sea Zhiji Medical Model" in the medical field, as well as full-stack service capabilities in big data governance and a deep understanding of medical insurance industry policies, regulations, and business characteristics, to achieve deep cooperation in the areas of medical insurance vertical large models, regional medical quality management, and hospital information intelligence construction. The total cooperation amount exceeds RMB 20,000,000.

It's just Thursday! Gold and silver will face the "first calamity" of the new year: tens of billions of dollars in selling orders are already on the way.

From January 8th to 14th, the Bloomberg Commodity Index will undergo its annual weight rebalancing, which is expected to result in approximately $3.8 billion in silver and $4.7 billion in gold being sold off.

National Bureau of Statistics: In late December 2025, the price of live pigs (Duroc) rose by 1.7% compared to the previous month.

The National Bureau of Statistics released data showing that compared to mid-December, late December 2025 saw prices of 18 out of 50 important production materials in 9 major categories in the national circulation sector rise, 28 fall, and 4 remain unchanged. Among them, the price of live pigs increased by 1.7% compared to the previous period.

Guosen: The changes and constants of the 26-year bull market in A-shares

Looking ahead to the 26th year, a relaxed policy environment will support the continuation of the bull market.

Manufacturing sector recovery momentum slows down, US December manufacturing PMI drops to 51.8.

The data released by S&P Global on Friday shows that the final value of the US manufacturing purchasing managers' index (PMI) in December was 51.8, in line with both the initial value and market expectations.

Samsung Electronics surged by 7%, with the CEO boldly stating, "Samsung is back", winning back customer trust with HBM4.

Fueled by positive statements from the company's senior management about regaining customer recognition in the HBM4 (Fourth Generation High-Bandwidth Memory) business, Samsung Electronics saw its stock price surge by 7.2% on Friday, reaching a new all-time high at the closing.

BIDU-SW (09888): It is recommended to spin off Kunlun Semiconductor and independently list it on the main board of the Hong Kong Stock Exchange.

Baidu Group - SW (09888) announced that on January 1, 2026, Kunlun Xins has submitted an application form (A1 form) to the Hong Kong Stock Exchange in confidence through its joint sponsor, to apply for approval for Kunlun Xins shares to be listed and traded on the Main Board of the Hong Kong Stock Exchange.

BYD COMPANY (01211) expects to sell approximately 4.6024 million units of new energy vehicles in 2025, representing a year-on-year growth of 7.73%.

BYD Co., Ltd. (01211) announced that in December 2025, the production of new energy vehicles was approximately 419,800 units and the sales were approximately 420,400 units. From January to December, the production of new energy vehicles was approximately 4.5374 million units, a year-on-year increase of 5.42%, and sales were approximately 4.6024 million units, a year-on-year increase of 7.73%.

Geely Auto (00175) sold over 3.02 million vehicles in the full year of 2025 and aims to surpass a total sales volume of 3.45 million vehicles in 2026!

Geely Automobile's sales of new energy vehicles in 2025 reached 1.6878 million, a year-on-year increase of 90%, also setting a new record.

The new national medical insurance list will be implemented starting today, benefiting patients with three innovative drugs from SKB BIO-B (06990).

On January 1st, the "National Basic Medical Insurance, Maternity Insurance, and Work-related Injury Insurance Drug List and Commercial Health Insurance Innovative Drug List (2025)" was officially implemented. In this new list, three innovative drugs developed independently by Kelun-Biotech (06990), namely Lucanguzumab Monoclonal Antibody (Jiatailai), Xtuximab N01 Monoclonal Antibody (Datailai), and Tagolizumab Monoclonal Antibody (Ketailai), have successfully made it onto the list.

2025 Magical Finale: Gold Soars by 65%, U.S. Dollar Bows Down, Trump's Return Stirs Up Global Markets

Although most investors had already predicted that the market landscape in 2025 would be different with Trump returning to the center of the world's largest economy, few could have anticipated the unpredictable twists and turns of this market trend, and the ultimate outcome.

US Stock Market Move | Partial encryption mining concept stocks fluctuate and rise, TeraWulf (WULF.US) rises nearly 5%.

Bitcoin has reached $88,000, and some concepts related to cryptocurrency mining companies are fluctuating and rising.

Axsome (AXSM.US) rises in pre-market trading! Its depression therapy expands indications and receives FDA priority review.

Axsome Therapeutics announced on Wednesday that the FDA has granted priority review status to its marketing application to expand the indication of its depression therapy AXS-05 to agitation symptoms in Alzheimer's disease.

US Stock Market Move | NIKE, Inc. Class B (NKE.US) rose in pre-market trading as the CEO spent $1 million to increase his stock holdings.

After Nike's CEO invested $1 million in stocks, Nike's share price rose.

The dollar is set to achieve the largest annual decline in eight years, with downside risks remaining in 2026.

The US dollar may be facing its worst year since 2017, with the Federal Reserve policy becoming the focus.

A year of asset frenzy: The wealth of the world's top billionaires surged by $2.2 trillion in 2025.

According to the Bloomberg Billionaires Index, with the prosperity of various markets such as stocks, cryptocurrencies, and precious metals driving the soaring value of assets, the total wealth of the world's 500 richest people increased by a record $2.2 trillion in 2025.

A-shares closing review | 2025 concludes! the Shanghai Composite Index closes with 11 consecutive gains, the ChiNext board rises by nearly 50% for the year.

The year 2025 officially concluded! The Shanghai Composite Index stubbornly closed with 11 consecutive gains, while the Shenzhen Component Index and the ChiNext Index experienced volatile adjustments.

Hong Kong Cyberport and Hong Kong Science and Technology Parks Corporation collaborate to launch the "Digital Enterprise Identity" sandbox program.

On December 31, the Hong Kong Digital Policy Office announced a collaboration with the Hong Kong Cyberport Management Company Limited to launch the "Digital Enterprise Identity" Sandbox Program.

The spokesperson for the Ministry of Commerce answered questions from reporters during an interview with Dutch Minister of Economic Affairs Karel Koomans.

Spokesperson of the Ministry of Commerce responds to questions from reporters regarding the Dutch Minister of Economic Affairs, Kaag.

Lin Qingxuan (02657) made a dazzling debut on the stock market, and the long-term value is promising with strong technical barriers.

Performance is the best touchstone. The strong technological barrier built around the core of "cellular anti-wrinkle" has obviously also propelled Lin Qingxuan to show strong growth momentum.

A-share pre-market broadcast | The policy of trading in old for new in 2026 was announced, and four departments published documents to promote the digital transformation of the automotive industry.

In 2026, the policy of trading in old items for new ones was announced, involving automobiles, smartphones, tablets, smart glasses, etc.

AI Inference Craze Strikes NVIDIA Corporation (NVDA.US) Full Force Against TPU! Targeting AI21 Labs after Acquiring Groq Core Team

TorchTPU loosens CUDA's moat, Ironwood points directly to the era of inference: NVIDIA acquires Groq to supplement its inference capabilities, intends to acquire AI21 to supplement its applications, and aims to lock in the dominant position in the entire stack with Groq+AI21.

Rebio-Science-B (06938) conducted its IPO from December 31st to January 6th, receiving approximately 100 million US dollars in cornerstone investment subscriptions.

Rebosis Biotech-B (06938) will be conducting its IPO from December 31, 2025 to January 6, 2026. The company plans to globally sell 27.4874 million H shares, with 10% of the shares sold in Hong Kong and 90% sold internationally, with an additional 15% available for oversubscription. The offer price per share is HK$57.97. H shares will be traded in lots of 200 shares, with trading expected to begin on the Hong Kong Stock Exchange on Friday, January 9, 2026 at 9:00 AM.

GigaDevice Semiconductor Inc. (03986) conducted its public offering from December 31st to January 8th, receiving cornerstone investments totaling around 2.997 billion US dollars.

China Mobile Innovation (03986) will be listed from December 31, 2025 to January 8, 2026. The company plans to globally issue 28.9158 million H shares, with 10% sold in Hong Kong and 90% sold internationally, with an additional 15% over-allotment option. The offer price per share is HK$162, and H shares will be traded in units of 100 shares per lot. It is expected that H shares will start trading on the Hong Kong Stock Exchange on Tuesday, January 13, 2026 at 9:00 am.

Risk aversion demand, central bank buying and weakening US dollar will resonate threefold, and gold and silver prices are expected to achieve the largest annual increase in 46 years.

Gold and silver prices are expected to record their largest annual gain since 1979 by the year 2025.

Excessive returns halo fading, banking industry "counterattack", private equity loan boom is cooling down.

Private lending will become ordinary lending.

European Stock Market Report 2025: Banking Stocks Crowned "Annual Ace", Defense and Mining Build Winning Camp Together.

In a year of setting new highs, European stock markets are surging strongly with the bull market of commodities and the expansion of defense spending. The astonishing rise in bank stocks has led to many institutions betting that this momentum will continue until 2026.

Gold prices soaring, Australia is experiencing a "new gold rush"! Even retired store employees and construction workers have joined in.

With the continuous soaring of gold prices, Australia has triggered a new gold rush.

Dissecting the wildest stock market in the world in 2025: AI, storage, and defense drive South Korea's Kospi index to soar over 76%.

AI, defense, and storage stock ignited the record-breaking year of the South Korean stock market. Samsung rose by 125% and SK Hynix by 268%, leading the way, while K-Beauty added a super dark horse with a surge as high as 369%.

Positioning in the Hong Kong stock market, AI technology empowers the scarce track. Backed by a top-level investment team, YingSi Intelligence (03696) has the potential for long-term value allocation.

As a unicorn enterprise with exclusive AI technology platform that can also achieve innovative drug development and deep empowerment in various fields, Engis Intelligence (03696) has now landed on the Hong Kong Stock Exchange, providing Hong Kong investors with a heavyweight option in the scarce AI empowerment investment track.

CH BIOTECH SER (08037) plans to issue convertible bonds with a total principal amount of 35 million US dollars to Fuche Holdings.

China Biotech Services (08037) announces that on December 29, 2025, the company entered into a subscription agreement with subscriber Fu Cai Holdings. The company has conditionally agreed to issue, and the subscriber has conditionally agreed to subscribe for, convertible bonds with a principal amount of $35 million (approximately HK$272.3 million) in total.

GENOR-B(06998) completed the recommended merger and renamed as "Yiteng Jiahe Pharmaceutical Group Limited".

Jiahe Biotech-B (06998) announced that all the suggested mergers preconditions have been met, and the completion of the proposed merger will take effect at 9 am on December 30, 2025 (Hong Kong time).

Zhipu (02513) will be launching its initial public offering from December 30 to January 5, proposing to globally sell 37.4195 million H shares.

Wisdom Map (02513) will be listed for public offering from December 30, 2025 to January 5, 2026. The company plans to globally issue 37.4195 million H shares, with 5% of the shares being offered in Hong Kong and 95% offered internationally, with an additional 15% over-allotment option. Each share will be offered at HK$116.20. H shares will be traded in lots of 100 shares per unit, and trading is expected to begin on the Hong Kong Stock Exchange at 9:00 am on January 8, 2026 (Thursday).

Year-end review of the top ten global economic hotspots in 2025: the year of the collapse of the capital order - the United States' asset belief is shaken, AI valuation transitions from "dream" to "debt" assessment.

Looking back to 2025, this is bound to be a historic watershed where the global capital markets reshape order in intense turmoil.

Traders weigh the timing of the Bank of Japan's interest rate hike and the risk of government intervention. The yen has slightly rebounded.

The yen regained some of its losses on Monday, as the market weighed the timing of further interest rate hikes by the Bank of Japan and the possibility of intervention by Japanese authorities during the quiet trading period at the end of the year.

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iFlytek has established an information technology company in Weihai with a registered capital of 20 million yuan.

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Haohui Electromechanical: Tang Xiuqing repurchased and released the pledge of 6.76% of shares ahead of schedule.

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The UK 2-year government bond yield fell by 3 basis points to 3.67%, the lowest level since August 2024.

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