Technology stocks are rebounding, while high-profile stocks are collectively "cooling down". The market may enter a critical period for switching between high and low performances.

Track the entire lifecycle of the main Sector.

cls.cnApr 23 21:21 ET

KINGDEE INT'L: ANNUAL REPORT 2024

HKEXApr 23 04:20 ET · Announcements

Trump's softened stance towards China boosts Hong Kong stocks with two main lines! Leading fruit chain companies surged over 6%, and tech giants followed suit.

① How significant is the profit elasticity of Apple supply chain companies with respect to tariff exemptions? ② How do Institutions view the future performance of Technology stocks?

cls.cnApr 22 22:58 ET

As the market warms up, Chinese concept stocks are facing a dual choice, and the Hong Kong market may return to being the center of IPOs.

① In the changing landscape of Global trade, Hong Kong, as an international financial center, will welcome a new development scenario, implementing various measures to strengthen its unique market position as a "super connector"; ② Foreign Analysts point out that the delisting risk faced by Chinese concept stocks may lead Hong Kong to become an IPO center once again; ③ It is worth noting that, under the delisting risk for Chinese concept stocks, a choice will be made between returning to the A-share or Hong Kong stock market.

cls.cnApr 15 22:25 ET

Bank of America Securities: Domestic software companies are less affected by tariffs, with a preference to "Buy" KINGSOFT and others.

Bank of America Securities released a Research Report stating that it maintains a "Buy" rating on KINGSOFT (03888), with the Target Price lowered from HKD 53 to HKD 52. The firm covers a total of 15 software and cloud companies with uneven performance in 2024 (including profit warnings or preliminary results), of which 4 exceeded expectations, 2 met expectations, and 9 fell below expectations. Generally, the companies with strong performance mainly engage in office software or public cloud business, such as KINGSOFT, Beijing Kingsoft Office Software, Inc (688111.SH), and Kingsoft Cloud (03896), benefiting from the increasing contribution of AI revenue; while the cybersecurity and real estate software sectors are projected to be affected in 2024.

Sina Hong Kong StockApr 15 04:24 ET

Is Kingdee International Software Group (HKG:268) A Risky Investment?

Simply Wall StApr 15 00:52 ET