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29.05.26 - 18:36
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Börsenradio Schlussbericht, Fr., 29.05.2026: DAX bleibt auf Rekordkurs - Dell zündet die KI-Rakete mit +39 % (BRN)
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Der DAX geht mit einem Mini-Plus von 0,1 % bei 25.105 Punkten ins Wochenende und bleibt in Schlagdistanz zum Rekord von 25.508 Punkten. Hoffnung auf einen Friedensdeal im Iran-Krieg und sinkende Ölpreise stützen die Stimmung. Brent verliert 1,5 %, WTI fällt um 1,2 % auf unter 90 USD. Gold steigt dagegen rund 1,5 % auf 4.570 USD. An der Wall Street markieren Dow Jones, S&P 500 und Nasdaq neue Höchststände. Der große Gewinner ist Dell: Die Aktie springt um 39 %, nachdem der Konzern die Jahresprognose für KI-Hochleistungsrechner um 20 % angehoben hat. Auch Hewlett Packard, Super Micro Computer und HP legen kräftig zu. Raumfahrtwerte geraten dagegen nach der Explosion einer Blue-Origin-Rakete unter Druck. Bei den Firmenmeldungen hilft die Dividendensaison dem DAX mit rund 600 Punkten Rückenwind. Gap und American Eagle brechen nach schwachen Prognosen ein. Foxconn erhöht wegen KI die Investitionen um 30 %. BMW läuft in Europa stark, China bleibt schwierig. CTS Eventim springt nach 23 % Umsatzplus an...
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29.05.26 - 12:30
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Next Week Outlook (AAStocks)
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May 31, 2026 (Sun)China May Official Manufacturing PMI: forecast 50; previous 50.3China May Official Non-Manufacturing PMI: forecast 49.5; previous 49.4Results: MOBVISTA (01860.HK)---------------------------------------------------------------------------------------------------------------------------------------------Jun 1, 20......
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29.05.26 - 12:30
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HKD878M Southbound Trading Net Inflow to POP MART (AAStocks)
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There was HKD878 million, HKD687.5 million and HKD540.4 million Southbound Trading net inflow to POP MART (09992.HK), TENCENT (00700.HK) and SMIC (00981.HK).There was HKD450.2 million and HKD6.2 million Southbound Trading net outflow from BABA-W (09988.HK) and XIAOMI-W (01810.HK).For Southbound Trading of Shanghai-Hong Kong Stoc......
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29.05.26 - 12:15
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TENCENT Spends HKD500M on Fri to Buy Back 1.167M Shares (AAStocks)
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TENCENT (00700.HK) announced that it repurchased 1.167 million shares today (29th) at prices ranging from HKD423.6 to HKD438 per share, involving nearly HKD501 million.Since the repurchase mandate resolution was approved, the Group has cumulatively repurchased 10.186 million shares, representing 0.11171% of its issued shares. ~A......
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29.05.26 - 10:15
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Full-day Takeaway: HSI Closes at 25,182, Up 176 pts; HSTI Closes at 4,884, Down 4 pts; LENOVO GROUP Up over 21%; LENOVO GROUP, LEGENDHOLDING, HUANENG POWER, CHINA POWER Hit New Highs; Market Turnover Rises (AAStocks)
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At close, HSI rose 176 pts or 0.7% to 25,182. HSTI dropped 4 pts or 0.1% to 4,884. HSCEI gained 61 pts or 0.7% to 8,425. Market turnover reached $462.07 billion.Active Heavyweights:XIAOMI (01810.HK) closed at $28.04, down 1.8%BABA (09988.HK) closed at $120.9, down 0.7%TENCENT (00700.HK) closed at $427.2, up 0.5%MEITUAN (03690.HK......
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29.05.26 - 07:24
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Humanoids: from Spectacle to Scale | Bloomberg Tech: Asia 5/29/2026 (Bloomberg)
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The race to bring humanoid robots into the real world begins in earnest. Bloomberg Intelligence says humanoids will be the next big tech platform in the coming decade. Shery Ahn discusses the challenges of commercializing and scaling a fast-growing industry with Google DeepMind, Honda's Frontier Robotics, and Bloomberg Intelligence, at the Humanoid Summit in Tokyo. (Source: Bloomberg)...
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29.05.26 - 07:00
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TENCENT Unveils Hy-Memory to Build Agent 'Second Brain' (AAStocks)
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TENCENT (00700.HK)'s Hunyuan announced that it officially launched Hy-Memory yesterday (28th), a memory plug-in specifically designed for long-term collaborative Agents such as Openclaw. It is not merely a query tool, but can truly serve as a "second brain" for Agents.On authoritative public benchmark datasets, Hy-......
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29.05.26 - 06:15
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Midday Takeaway: HSI Up 275 pts; HSTI Up 81 pts; MEITUAN Up over 3%; LENOVO GROUP, LEGENDHOLDING, HUANENG POWER, CHINA POWER, KINGBOARD HLDG Hit New Highs (AAStocks)
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At midday close, HSI rose 275 pts or 1.1% to 25,281. HSTI rose 81 pts or 1.7% to 4,969. HSCEI gained 106 pts or 1.3% to 8,471.Active Heavyweights:MEITUAN (03690.HK) closed at $75.5, up 3%TENCENT (00700.HK) closed at $436.2, up 2.6%XIAOMI (01810.HK) closed at $28.04, down 1.8%BABA (09988.HK) closed at $123.7, up 1.6%HSI & HSCEI C......
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29.05.26 - 06:00
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Research: CMBI Cuts KUAISHOU-W TP to HKD70.5, Reiterates Buy (AAStocks)
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CMBI issued a research report stating that KUAISHOU-W (01024.HK) recorded total revenue growth of 3% YoY in 1Q26, largely in line with market expectations. During the period, adjusted net profit declined 26% YoY, but still exceeded market forecasts by 11%. Among its businesses, Kling AI maintained strong momentum, with 1Q26 reve......
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29.05.26 - 05:30
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Research: Nomura Cuts KUAISHOU-W TP to HKD51, Maintains Neutral (AAStocks)
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Nomura published a research report stating that although the structural growth and rapid commercialization of Kling AI at KUAISHOU-W (01024.HK) bring attractive long-term potential, the stock faces severe operational headwinds in the near term, which may lead to further downward revisions to earnings forecasts. Managements conse......
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29.05.26 - 05:00
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UBS Raises Kingsoft Cloud Holdings Limited TP to USD19, Maintains Buy (AAStocks)
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UBS issued a research report stating that KINGSOFT CLOUD (03896.HK) recorded first-quarter revenue of RMB2.704 billion, exceeding the brokers and market forecasts by 2% and 4.4%, respectively. During the period, non-GAAP operating loss amounted to RMB60 million, wider than the brokers and market expectations of losses of RMB46 m......
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