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22.05.26 - 12:30
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HKD3.2B Southbound Trading Net Inflow to SMIC (AAStocks)
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There was HKD3.2 billion, HKD774.1 million and HKD110.7 million Southbound Trading net inflow to SMIC (00981.HK), HUA HONG SEMI (01347.HK) and GIGADEVICE (03986.HK).There was HKD2.1 billion, HKD1.7 billion and HKD352.6 million Southbound Trading net outflow from BABA-W (09988.HK), TENCENT (00700.HK) and YOFC (06869.HK).For South......
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22.05.26 - 12:00
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TENCENT Buys Back 1.132M Shares for HKD500M (AAStocks)
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TENCENT (00700.HK) repurchased 1.132 million shares on the Stock Exchange today (22nd), at prices ranging from HKD439 to HKD445 per share, involving HKD500 million.Since the ordinary resolution was passed on 13 May 2026, a total of 5.547 million shares have been repurchased, representing 0.06084% of the issued share capital.~AAS......
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22.05.26 - 10:15
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Full-day Takeaway: HSI Closes at 25,606, Up 219 pts; HSTI Closes at 4,869, Up 100 pts; LENOVO GROUP Up over 19%; LENOVO GROUP, BOC HONG KONG, 51WORLD, KB LAMINATES Hit New Highs; Market Turnover Rises (AAStocks)
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At close, HSI rose 219 pts or 0.9% to 25,606. HSTI rose 100 pts or 2.1% to 4,869. HSCEI gained 75 pts or 0.9% to 8,550. Market turnover reached $281.30 billion.Active Heavyweights:XIAOMI (01810.HK) closed at $30, up 1.1%MEITUAN (03690.HK) closed at $81.35, down 0.9%BABA (09988.HK) closed at $127, up 0.8%TENCENT (00700.HK) closed......
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22.05.26 - 09:00
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Research: M Stanley Cuts GDS-SW TP to HKD54.6; Earnings Outlook Remains Solid (AAStocks)
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M Stanley said in a report that GDS-SW (09698.HK)'s 1Q results far exceeded expectations, mainly driven by accelerated expansion by hyperscale cloud vendors and surging demand for high-performance AI data center resources. Net additional bookings reached about 200MW, a record high for a single quarter, and full-year new bookings......
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22.05.26 - 06:48
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Broadcom, Applied Materials, GlobalFoundries, Meta, and Synopsys back US$125M UCLA Semiconductor Hub (Digitimes)
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Broadcom, Applied Materials, GlobalFoundries, Meta, and Synopsys are partnering with UCLA Samueli to create a US$125 million Semiconductor Hub to accelerate research and workforce development in AI-driven chip technologies, promising global impacts on computing speed, energy efficiency, and applications from healthcare to transportation while strengthening US competitiveness and innovation globally....
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22.05.26 - 06:15
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Midday Takeaway: HSI Up 309 pts; HSTI Up 99 pts; LENOVO GROUP Up over 16%; LENOVO GROUP, BOC HONG KONG, KB LAMINATES Hit New Highs (AAStocks)
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At midday close, HSI rose 309 pts or 1.2% to 25,696. HSTI rose 99 pts or 2.1% to 4,868. HSCEI gained 106 pts or 1.3% to 8,581.Active Heavyweights:BABA (09988.HK) closed at $128.4, up 1.9%XIAOMI (01810.HK) closed at $30.16, up 1.7%TENCENT (00700.HK) closed at $442.8, up 0.9%MEITUAN (03690.HK) closed at $81.7, down 0.5%HSI & HSCEI......
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22.05.26 - 05:15
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Research: Haitong Intl Expects BILIBILI-W Gaming Biz to Trend Soft This Yr (AAStocks)
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BILIBILI-W (09626.HK) charted in-line 1Q results, Haitong International said in its report. Advertising revenue was 3% above expectations; gaming revenue was 1% below expectations; VAS was 2% below expectations; and adjusted operating margin met expectations. The US TP for Bilibili (BILI US) was set at USD21, with a rating of Ou......
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22.05.26 - 03:00
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China is losing the LLM race but it can still win in AI, ex-Tencent AI lead says (SCMP)
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For years, Liu Wei was synonymous with Chinese tech giant Tencent Holdings' artificial intelligence efforts. A distinguished scientist at the Shenzhen-based company, Liu was also head of its Hunyuan team, the firm's foundational model development unit for the generative AI era.
But in late 2024, Liu's departure from Tencent after more than eight years sparked immediate speculation as to why he left. Hunyuan was introduced only a year earlier – so why did Liu suddenly quit one of China's most......
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