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UBS Sticks to Its Hold Rating for Hua Hong Semiconductor Ltd. (1347)
Express News | Minister of Commerce Wang Wentao: Promote the consumption of large durable goods and advance 'Artificial Intelligence + Consumption.'
Northbound Capital Dynamics | Northbound Capital Net Buy Amount Reaches RMB 1.341 Billion; Significant Divergence in Technology Stocks; Xiaomi Group-W (01810) Sees Over RMB 3 Billion in Additional Purchases
On December 5, the Hong Kong stock market saw net purchases of HKD 1.48 billion through Northbound trading, including net sales of HKD 394 million via Shanghai-Hong Kong Stock Connect and net purchases of HKD 1.735 billion via Shenzhen-Hong Kong Stock Connect.
The U.S. reveals its next big strategic move: a full-scale bet on humanoid robots.
According to the latest media reports, the Trump administration is devising a new national-level robotics strategy, positioning "humanoid robots" as a critical component of future industrial competition. Commerce Secretary Lutnick has begun frequent meetings with senior executives from several large technology companies and is considering a potential executive order that may be issued next year, aiming to accelerate the domestic research, development, and manufacturing of humanoid robots. Meanwhile, the U.S. Department of Transportation is also organizing the establishment of a robotics task force to pave the way for related policy frameworks.
BOCOM International: Predicts China's artificial intelligence supercycle may continue into 2026, optimistic about opportunities in domestic AI and the domestic substitution industrial chain.
Positive outlook on domestic artificial intelligence and the localization substitution industrial chain, including companies such as NAURA Technology (002371.SZ), OmniVision Group (603501.SH), Advanced Micro-Fabrication Equipment (688012.SH), and Hua Hong Semiconductor (01347).
Hithink RoyalFlush HK Stock Connect Active Trading | December 4
Active Trading via Stock Connect | December 4, 2025