China Universal CSI SH-HK-SZ Cloud Computing Industry ETF

On Tuesday, Asian stock markets rallied across the board, led by Japan. The Nikkei 225 index surged over 2%, reaching a new historical high for three consecutive days, with markets in South Korea and Australia also rising. Meanwhile, commodities saw a significant decline, with gold dropping 1% and silver plummeting 2.5%. Market focus has shifted to the upcoming key U.S. data to assess the Federal Reserve's policy path

- Asian stock markets extended their strength on February 10, with Japan's Nikkei 225 index surging over 2% to set a new historical high following Prime Minister Fumio Kishida's electoral victory.  
- The South Korean KOSPI index and Australia’s S&P/ASX 200 also experienced gains, reflecting a broader regional optimism despite a pullback in commodities and fluctuations in the dollar exchange rate.  
- Investors are currently focused on upcoming U.S. retail sales and employment data, which may influence future Federal Reserve policy decisions.

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ChinaAMC Nomura N225 ETF(QDII)

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Asian stock markets rose broadly, with "high market trading" leading to new highs in the stock market, while gold and silver fell, and the US dollar stabilized as the RMB strengthened

Cadence Design Systems has launched the ChipStack AI Super Agent, an AI tool designed to enhance the efficiency of computer chip design, addressing significant industry bottlenecks. This tool can accelerate tasks by up to 10 times, crucial for maintaining the U.S.'s technological edge in the ongoing U.S.-China tech competition. The AI agent builds a mental model of chip designs, allowing for faster testing and bug fixing. Early adopters include Nvidia and Tenstorrent, highlighting the importance of AI in chip design amidst competitive pressures from China.

- Cadence Design Systems launched the ChipStack AI Super Agent to enhance chip design efficiency, addressing a significant industry bottleneck.  
- The AI tool can expedite tasks by up to 10 times and provides crucial support for companies like Nvidia amid U.S.-China tech rivalry.  
- Analysts emphasize that AI-driven productivity gains are vital for the U.S. to maintain its competitive edge in chip design as China develops its own advanced tools.

Reuters

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Cadence introduces an AI agent to speed up computer chip design

The article discusses the shift from traditional search engines to Generative Engine Optimization (GEO) in the Chinese internet landscape. Users are increasingly asking AI direct questions, leading to new traffic entry points. Three main groups are involved: users seeking commercial exposure, investors analyzing AI recommendation advantages, and service providers developing GEO tools. The article also highlights legal risks associated with GEO practices, categorizing methods into "black, gray, and white" hats, with a focus on the potential for manipulation and the need for legal definitions in this evolving field.

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Baidu

GEO Era Compliance: From "Baidu Search" to "Ask AI"

The dollar is declining as the yen rises, influenced by Japan's fiscal plans and a surge in China's yuan ahead of the Lunar New Year. The U.S. currency is at its lowest since May 2023, down nearly 6% against the renminbi. U.S. tech stocks are rebounding, with significant debt financing for AI investments. Upcoming U.S. economic reports, including retail sales and employment data, are anticipated. The article also notes market reactions to political developments in the UK and highlights the importance of corporate earnings reports.

- The U.S. dollar is weakening as the yen and yuan gain due to various economic signals and political stability.  
- U.S. mega-cap tech stocks are seeing a rebound amidst significant capital expenditure announcements and favorable government policies.  
- Upcoming data, including retail sales and employment reports, will further influence market sentiment.

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MORNING BID AMERICAS-Yen lift, dollar drift

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JP Morgan pointed out that the promotion of AI applications during the Spring Festival is just a superficial phenomenon. The market should focus on the structural changes in how consumers obtain information, which will drive the consumption of Tokens into a period of rapid growth. It is expected that from 2025 to 2030, the annual compound growth rate of Token consumption in China will reach 330%. Investors should pay attention to beneficiaries of AI infrastructure, such as Alibaba and Baidu. Major tech companies have adopted different strategies during the Spring Festival to compete for user mind share

- Morgan Stanley highlights that the intense AI application competition among tech giants during the Spring Festival reflects surface-level phenomena, with an underlying structural change in consumer information access and content consumption.  
- The report predicts a significant annual growth rate of approximately 330% in China's Token consumption from 2025 to 2030, driven by a transition from traditional searches to chatbots and AI integration in business practices.  
- As major companies like Tencent, Alibaba, and Baidu implement varied strategies and substantial subsidies, the focus is on establishing sustainable user habits and expanding AI application usage, which could lead to a remarkable increase in Token consumption.

Alibaba

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Spring Festival AI battle is just a performance? JP Morgan: Token consumption will enter a period of rapid growth, potentially increasing 370 times in five years!

BRICS countries are pushing back against Western attempts to centralize control over their military AI programs, emphasizing the importance of sovereignty and independent regulation. According to NS3.AI, Russia and India are spearheading efforts within the BRICS alliance to develop alternative AI governance frameworks ahead of an upcoming summit hosted by India. This disagreement highlights broader geopolitical and economic shifts as BRICS nations aim to decrease reliance on Western-controlled systems while enhancing cooperation within the bloc.

BRICS Nations Push for Independent AI Governance Amid Western Pressure

The Hang Seng Index Company pointed out that China's 15th Five-Year Plan emphasizes technological self-reliance and strength, and industries such as healthcare, information technology, cloud computing, and e-commerce will welcome more development opportunities. With the increase in R&D investment, the R&D expenditure of mainland research institutions has continued to grow over the past 20 years, with an average annual compound growth rate of 11.7%. China's rise in the field of artificial intelligence has also been recognized by global users, with 7 Chinese artificial intelligence models entering the global top 15, demonstrating the impact of Chinese technology companies on global technological development

AASTOCKS

Hang Seng Index Company: Healthcare, Information Technology, Cloud Computing, and E-commerce companies are expected to have more opportunities under the "14th Five-Year Plan."

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36Kr learned that the Hang Seng Index rose by 0.58%, and the Hang Seng Tech Index increased by 0.62%; the durable goods, media, and automotive sectors led the gains, with Pop Mart rising over 4%, BYD Company rising over 2%, and Kuaishou rising over 1%; the food, software services, and real estate sectors weakened, with Qinqin Food falling over 9%, Shimao Group falling over 6%, and Kingsoft Cloud falling over 1%; southbound funds had a net purchase of HKD 84.6567 million

36Kr

Hang Seng Index

BYD COMPANY

The Hang Seng Index closed up 0.58%, and the Hang Seng Tech Index rose 0.62%

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MINIMAX-WP rose 11.28%; Zhipu surged 37.60%, with a transaction volume of HKD 871 million; Dipu Technology increased by 2.01%, with a transaction volume of HKD 79.33 million; Qutoutiao rose 3.23%, with a transaction volume of HKD 1.9 million; Qizhan Holdings fell 0.39%, with a market value of HKD 622 million

HK Stock Movers Tracker

MINIMAX-WP

Hong Kong stock movement: MINIMAX-WP rose 11.28%, driven by both the AI boom and market confidence, but risks must be heeded!

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KNOWLEDGE ATLAS rose 18.60%; MINIMAX-WP rose 6.68%, with a transaction volume of HKD 301 million; Dippin' Technology rose 1.28%, with a transaction volume of HKD 37.1 million; Mobvoi rose 1.61%, with a transaction volume of HKD 1.69 million; Qizhan Holdings reached a market value of HKD 624 million

KNOWLEDGE ATLAS

Hong Kong stock movement: KNOWLEDGE ATLAS up 18.60%, insurance capital supports hard technology, robot craze attracts market attention!

Dan Bin shared his market investment insights on the era of artificial intelligence in a CCTV finance program. He believes that we are still in a year of significant development for artificial intelligence. Despite the stock market decline, he views the bubble as mere noise and advises investors to focus on industry chains such as NVIDIA, Alphabet, and Tesla. He emphasized that the risk of missing out on the era is greater than the concern about the bubble, recommending that funds be directed towards emerging industries like artificial intelligence and biopharmaceuticals, and he believes the next decade will be a bull market for artificial intelligence

- On February 4, Dongfang Hongyuan's chairman Dan Bin discussed investment insights in the AI era on CCTV Finance.  
- He emphasized that learning about transformative technologies is crucial to avoid missing significant opportunities and highlighted that few companies drive most profits in history.  
- Despite concerns over market bubbles, he advocates for long-term investments in AI and biotechnology, predicting that 2026 will be pivotal for AI applications and economic growth.

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Dan Bin: We are still in a year of significant development for artificial intelligence. Even if stocks decline this year, the bubble is just noise. Focus on the supply chains of NVIDIA, Google, and Tesla

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The Hong Kong stock market fell in the morning session, with the Hang Seng Index down 304 points, reporting at 26,580 points, the National Index down 47 points, and the Hang Seng Tech Index down 25 points. Financial stocks generally weakened, with AIA down nearly 5% and HSBC Holdings down 3.3%. Local real estate stocks and the commodity market also saw declines. Meituan's acquisition of Dingdong Maicai's e-commerce company resulted in a 1.9% drop in its stock price. Technology stocks performed poorly, with Tencent, Alibaba, and JD.com all declining. Chip stocks SMIC and Hua Hong Semiconductor saw slight increases

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"Hong Kong Stocks" The Hang Seng Index fell 304 points in the half-day, financial stocks weakened, AIA dropped nearly 5%

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The Hang Seng Index opened 530 points lower this morning, closing at 26,580 points, down 304 points or 1.13%. AIA fell 4.8%, HSBC fell 3.3%, while Li Auto rose 5.3% against the trend. U.S. stocks fell sharply due to weak employment data, with the Dow Jones down 592 points, the S&P 500 down 84 points, and the Nasdaq down 363 points. Bitcoin dropped to $61,000, a decline of 15%

- The Hang Seng Index opened 530 points lower and closed at 26,580 points, down 304 points or 1.13%, as tech stocks fell and traditional financial stocks were sold off.  
- In the US, weak job figures led to a significant decline in tech stocks, with the Dow Jones dropping 592 points and Bitcoin hitting lows of around 61,000 USD, impacting cryptocurrency-related shares.  
- NIO announced positive earnings projections, resulting in a rise in its stock price, contrasting with general declines in the market.

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The Hang Seng Index fell 304 points in the half-day session, AIA dropped 4.8%, HSBC fell 3%, and Li Auto rose 5% against the market trend｜Hong Kong stock market opening

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Hong Kong's leading technology stocks experienced a downturn, with Baidudropping over 4%. According to Jin10, JD Healthand Alibababoth fell more than 3%, while other stocks such as Kuaishou, Bilibili, NetEase-S, and JD.comalso followed suit with declines. The market sentiment reflects broader concerns impacting tech stocks in the region.

China Universal CSI SH-HK-SZ Cloud Computing Industry ETF(159273.SZ)

Asian stock markets rose broadly, with "high market trading" leading to new highs in the stock market, while gold and silver fell, and the US dollar stabilized as the RMB strengthened

Cadence introduces an AI agent to speed up computer chip design

GEO Era Compliance: From "Baidu Search" to "Ask AI"

MORNING BID AMERICAS-Yen lift, dollar drift

Spring Festival AI battle is just a performance? JP Morgan: Token consumption will enter a period of rapid growth, potentially increasing 370 times in five years!