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08/09/2025

According to TrendForce's latest survey, the scale of NVIDIA's Blackwell platform shipments in the second quarter of 2025 and the continuous expansion of General Server by North American CSPs have significantly driven the demand for Enterprise SSDs. The combined revenue of the top five brands exceeded $5.1 billion in the quarter, representing a 12.7% increase. However, the shortage of DDR4 and the extended delivery time for main control IC boards have led to a widespread supply shortage of Enterprise SSDs, affecting market share and revenue performance for manufacturers in the second quarter.

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SAIC Group and other investors have jointly established two auto sales and service companies.

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Small Commodity City (600415.SH) plans to establish a branch company of Global Digital Trade Center Hotel.

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According to Every On-chain AI Fast News, Dongguan Securities released a research report on September 8 giving a buy rating to Tianfu Communication (300394.SZ). The rating reasons mainly include: 1) Revenue growth in both active and passive product lines; 2) Continuously improving the company's core technological competitiveness through research and development; 3) The data center optical device market is expected to continue to rise. (Daily Economic News)

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Hang Seng Technology closed up 1.17%, Baidu surged over 9%, and Alibaba rose more than 4%.

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Hong Kong stocks continued to rise in the afternoon, with the Hang Seng Index closing up 0.85% and the Hang Seng Technology Index closing up 1.17%. Technology stocks were up across the board, with Baidu rising by over 9%. Roobo's second-quarter commercialized travel orders have achieved a year-on-year growth of 148%, demonstrating a clear leading advantage in the global autonomous driving market. Horizon Robotics saw a rise of over 7%, Alibaba rose by over 4%, while Pop Mart saw a decline of over 7%, dropping nearly 8.9% at one point, marking the largest drop in five months.

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