[Market Analysis] Established speculators are selling Zhejiang XCC Group for nearly 0.2 billion, while Algo fund activity has dropped to a freezing point.
① The Robot Concept stock Zhejiang XCC Group was sold by the GTJA Shanghai branch trading department in the amount of 0.19 billion. ② The activity of Algo funds has significantly decreased, with multiple Algo fund seats not recording any trades exceeding 20 million in individual stocks.
Contemporary Amperex Technology has entrusted Bank of America, China International Capital Corporation, China Securities Co.,Ltd., JPMorgan, and others to lead the arrangements for the Hong Kong listing.
Tencent rebounded by 2%! WeChat has been removed from the 2024 notorious markets list by the Office of the United States Trade Representative.
On January 8, the USA Office of the President under the Office of the Trade Representative (USTR) released the "2024 List of Notorious Markets for Counterfeiting and Piracy," and several Chinese Internet Plus-Related products are still included. Notably, Tencent's WeChat, which was previously on the list, has been removed this time.
Technology giants are competing to build Datacenters as the PCB Industry continues to thrive.
① Amazon's Cloud Computing division, Amazon Web Services (AWS), plans to invest at least 11 billion dollars in Georgia to expand its infrastructure and support various Cloud Computing and AI technologies. ② The investment team pointed out that driven by AI technologies and applications, Servers will be the fastest-growing application area in PCBs, with an expected CAGR of 11.6% to 14.2 billion dollars from 2023 to 2028.
The "budget version" of the iPhone is about to begin mass production, highlighting opportunities in the Apple Industry Chain.
① According to media reports, sources from the Industry Chain have revealed that Apple's spring "budget version" iPhone new model will begin mass production in mid-January 2025. ② Tianfeng previously stated that the iPhone is expected to become an important traffic entrance for Gen AI, highlighting opportunities in the Industry and Industry Chain.
Wall Street continues to be bullish on Tencent and Contemporary Amperex Technology.
Among the Chinese companies listed by the USA Department of Defense, Tencent and Contemporary Amperex Technology are the most favored Chinese Stocks by American investors, as Wall Street sees a buying opportunity amid falling stock prices. At the same time, due to the lack of transparency from the USA regarding the listing of Chinese companies, investors should prepare for the fluctuations that may arise for Chinese Stocks.