This week, the Hong Kong stock market saw a slight pullback, with the $HSI(HSI)$ down by 1.11% on the week.Xiaomi’s $3.3 Billion Stock PlacementThe big news that rattled investors came on Tuesday before market open, when $XIAOMI-W(01810)$ announced an equity placement of 800 million shares at HK$53.25 each, raising HK$42.5 billion. This is a 6.6% discount to the closing price the day before. The funds will be used for business expansion and R&D.The announcement caused Xiaomi’s stock to plummet by 6.3% on Tuesday, with trading volume hitting a record high of HK$71.8 billion.After $BYD COMPANY(01211)$ recently completed a massive equity placement raising HK$43

March 24, 2025, By Shernice Imagine a world where the silicon powering your cloud server or your next chatbot isn’t stamped with an NVIDIA logo but instead carries the mark of Alibaba, forged in the open-source fires of RISC-V. It’s not science fiction—it’s happening now, and the implications are rippling far beyond China’s borders. Alibaba’s T-Head Semiconductor dropped a bombshell this month with the XuanTie C930, a server-grade RISC-V chip that’s already shipping to clients. Paired with Ant Group’s slick 20% cost cut on AI training using homegrown chips, this isn’t just a tech story—it’s a geopolitical chess move. But can it really dent NVIDIA’s iron grip on the AI hardware throne? Let’s dive in. The Chip That Could Picture this: $Alibaba(BABA)$&nb

Disclaimer: Whatever I say or post doesn't act as financial advice, so please do your due diligence before making any decision. With the continued complications on TSLA because of Elon Musk's involvement in Trump, the backlash of DOGE propositions of huge cuts in the various government sectors, China EV companies seem to be capitalizing on this turmoil and ramping up their offers on new and more efficient technology. An in depth analysis will be provided in the following paragraphs.  Key Strengths of Chinese EV Companies 1. Technological Innovation - BYD: Claims about faster charging could disrupt markets if validated. Verify specs (e.g., charging speed, energy density) against Tesla’s Supercharger V4 and global rivals. BYD’s Blad

Recently, $S&P 500(.SPX)$ pulled back, while $HSI(HSI)$ has risen over 20%+. The gains in Hong Kong's newly listed stocks have been astonishing, with $LAOPU GOLD(06181)$ rising by 1600%. However, the market is now starting to worry that this independent trend in the Hong Kong market may come to an end. The AI boom sparked by DeepSeek has continued for more than a month.Can the Hong Kong stock market really maintain its independent trend during a pullback in U.S. stocks?There have been only six instances since 2012 when the Hong Kong market showed an independent trend: Hong Kong stocks rose while U.S. stocks fell, and the excess return exceeded 10%. The first

The $HSI(HSI)$ has recently consolidated around the 24,000 mark. Today, we will conduct a basic technical analysis of the HSI using a weekly chart combined with indicators such as the Moving Average (MA), Bollinger Bands, trading volume, and the Relative Strength Index (RSI) to assess market sentiment.Data as of March 20 2025Summary:Market Sentiment: The current market sentiment appears to be relatively optimistic, as the index has broken through the 24,000 mark accompanied by an increase in trading volume.Potential Risks: The RSI is approaching the overbought area, and the price is near the upper band of the Bollinger Bands, which may indicate a potential risk of a short-term pullback.Strategy Recommendations: Considering the upward momentum of th

This week, Hong Kong stocks experienced significant volatility, with the $HSI(HSI)$ falling 1.12%, dropping below the key 24,000-point mark.US Market Drops Drag Down Hong Kong StocksThe US stock market took a sharp dive this week, with the $NASDAQ(.IXIC)$ down 4.9%. The cause? Trump’s aggressive stance on tariffs, raising fears that the US economy could slide into recession. In response to the market plunge, Trump softened his tone, admitting some economic turbulence ahead but reaffirming his goal to bring wealth back to Americans, which will take time.Later, the US reported a 2.8% year-on-year CPI for February, marking a new low since last November. The number was slightly below expectations, which cause

The consumer market in January-February was characterized by "policy-driven high growth, upgrading and differentiation".The old-for-new policy has given an obvious boost to communications, home appliances and other categories, while service consumption and rural consumption have become new growth points.OverallChina's total retail sales of consumer goods in January-February amounted to RMB 8,373.1 billion, up 4.0% year-on-year (YoY), accelerating by 0.5 percentage points from the annual growth rate in 2023 (3.5%), indicating a sustained recovery in the consumer market.Among them, retail sales of consumer goods excluding automobiles amounted to RMB 7,683.8 billion, with an even higher growth rate of 4.8%, suggesting that automobile consumption was a drag on the overall growth rate. 0.35% ye

Weekly Performance Checkpoint 【SRT】 SRT’s gains last week was led by industrial, retail and hotel by subsectors, as well as MLT, CICT and FLT by individual REITs. CICT gained amidst news that Singapore retail sales excluding vehicles gained 4.8% y/y in January, the highest growth since February 2024. This could lead to higher turnover rents and might lift 1Q revenue for mall landlords including CICT. $CSOP S-REITs INDEX ETF(SRT.SI)$ 2025 YTD Total Return: -2.42% 【MMF】 Last week, short-term US Treasury yields fell sharply while long-term rates held steady, though tariff news and frequent economic data kept long-end volatility elevated. This drove significant steepening in both Treasury and TIPS curves. Nevertheless, we expect CSOPUMM to continue

Technical Analysis on $KUAISHOU-W(01024)$ Breakout from a Long-Term Range Kuaishou traded within a well-defined range for approximately one year, fluctuating between 38.40 HKD (support) and 62.25 HKD (resistance). This prolonged sideways movement indicated indecision, with buyers and sellers keeping price contained within this zone. Significance of the Weekly Close Above Resistance A weekly close above 62.25 HKD, the highest level of the range, signals potential strength. Weekly breakouts hold more weight than daily closes, as they suggest sustained buying pressure rather than short-term spikes. If buyers maintain control, this breakout could lead to further upside movement. Projected Target Based on Range Height The height of the previous range

China's State Council has announced a "special action plan" to boost domestic consumption, aiming to increase residents' income and introduce childcare subsidies. This initiative is expected to enhance consumer spending, benefiting companies like $MEITUAN-W(03690)$ , a leading food delivery and local services platform. By increasing disposable income, more consumers may utilize Meituan's services, potentially driving revenue growth. Technical Analysis of Meituan (HKEX: 3690) Uptrend Within an Equidistant Channel Trend Continuation: Meituan's stock has been trading within an equidistant channel, indicating a consistent uptrend. Support Levels: The lower boundary of the channel, around 163.5 HKD, has acted as strong support, reinforced by upward-sl

Technical Analysis of BYD Company Limited $BYD COMPANY(01211)$ (HKEX: 1211) 1. Breakout from a 4-Year Range BYD traded within a defined range for four years, between ~165 HKD support and ~332 HKD resistance (marked in pink). The recent price action shows a strong breakout above this long-term range, signaling a potential shift in market structure. 2. Retracement to Previous Resistance (Now Support) After breaking above 332 HKD, the price saw a sharp rally but has since pulled back. This pullback is testing the previous resistance as support, a classic retest scenario where traders assess whether the breakout is sustainable. Hit the follow button to stay updated! I post valuable trading and investing insights every week—don’t miss out on being the