DeepSeek Rally Creates More Winners in SaaS/IaaS Sectors
DeepSeek's breakthrough AI model has created huge demand for AI services at a more affordable price from enterprises and customers.SaaS and IaaS...
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Technically Speaking, Breakouts and Breakdowns: HONG KONG (February 11)
HK stocks gained momentum after the DeepSeek announcement. Kingsoft shares broke out to new highs after announcing that WPS had DAUs of 100mm. BYD...
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The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (December 26)
Mainland investors are increasing their buying of HK shares after Trump's election win. Mainlanders bought a record HK$800B of shares this year and...
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The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (November 21)
Mainland investors buying in Hong Kong peaked after Trump won the election. Kingsoft beat consensus estimates for revenue and earnings. Precision...
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HSI, HSCEI, HSTECH, HSIII: Rebalance Flows Post Capping (Sep 2024)
The September rebalance of the HSI, HSCEI, HSTECH and HSIII indices will use today's closing prices for capping. The round-trip trade across the...
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