In today’s briefing:
- Ohayo Japan | Stocks Set New Record
- Global Semiconductors: Winners Emerge as Fund Allocations Hit Record Highs
- [Blue Lotus Daily – TMT Update]BABA/BIDU/PDD/1024 HK/3690HK
Ohayo Japan | Stocks Set New Record
- US stocks rebounded Wednesday, with the S&P 500 setting a new record and the Dow surging over 475 points.
- Japan plans to ease residency rules for foreign entrepreneurs, expanding eligible funding sources to meet capital requirements, often challenging for startups.
- Mitsubishi Heavy Industries (7011) aims to develop a next-generation airliner by 2035, involving multiple private-sector companies.
Global Semiconductors: Winners Emerge as Fund Allocations Hit Record Highs
- Semiconductor Sector Hits Historic Highs: Record allocations highlight investor confidence in the sector as second phase of bull market drives allocations to fresh peak.
- Country Dynamics Shift: Peak Ownership in Taiwan, USA, Netherlands, while German Semiconductor holdings see strategic pullback through Infineon closures.
- TSMC, ASML, and NVIDIA establish dominance, reflecting investors’ preference for companies at the forefront of technological innovation, while traditional players like Infineon, Intel, and Texas Instruments face declining investor interest.
[Blue Lotus Daily – TMT Update]BABA/BIDU/PDD/1024 HK/3690HK
- BABA/BIDU: Alibaba and Baidu follow up on long text LLM, the rise of startups is negative for Baidu（//-）
- BIDU: Apple and Baidu Held Talks on Ernie Bot Pre-Installing IPhone IOS18（+）
- BABA/PDD: Alibaba opens direct from factory 1688 store on Taobao (+/-)
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