Jensen Huang: Autonomous driving and robots will take off in the coming years.
① NVIDIA CEO Jensen Huang stated on Thursday that autonomous driving cars and robotics technology will thrive in the coming years; ② As the world's largest chip giant, NVIDIA plays an important role in promoting the development of autonomous vehicles, providing both hardware and software solutions.
Ping An Securities: Private car manufacturers will accelerate the promotion of assisted driving equity by 2025. Recommended BYD Company and others.
Ping An Securities released a Research Report stating that private car companies have strong profit resilience and are leading the equalization of intelligent assisted driving with scale advantages. Recommendations include Chongqing Sokon Industry Group Stock (601127.SH), BYD Company Limited (002594.SZ, 01211), Great Wall Motor (601633.SH), and Geely Automobile Holdings Limited (00175). The losses of new forces are gradually narrowing, and they will enter a new product cycle in 2025 to verify their growth potential, with recommendations for Li Auto Inc-W (02015), XIAOMI-W (01810), and XPeng Inc-W (09868), while suggesting attention to LEAPMOTOR (09863). State-owned car companies...
Horizon Robotics to Raise HK$4.7 Billion in Top-Up Placement; Shares Slide 5%
Hong Kong stock midday review | All three major Indices fell, the Technology Index dropped by 1.05%; Network Technology stocks corrected, Kuaishou fell nearly 5%; Gold stocks rose, Zijin Mining Group increased by nearly 6%.
Network Technology stocks weakened, KUAISHOU-W fell 4.74%, Alibaba-W dropped 2.03%; biotechnology stocks generally rose, ZAI LAB increased 9.28%, BEIGENE rose 5.41%; Nonferrous Metals stocks rose across the board, Zijin Mining Group gained 5.72%, ZHAOJIN MINING increased 5.19%.
Horizon Siasun Robot&Automation (09660) plans to first allocate 0.681 billion shares of old stock before new ones, with a net fundraising of approximately 4.674 billion Hong Kong dollars.
Horizon Robotics-W (09660) announced that on June 12, 2025, the company, existing Shareholders and the...
Express News | Horizon Siasun Robot&Automation seeks to raise approximately 0.6 billion USD by distributing shares in an old-first, new-last manner.
Tesla's Robotaxi is launching this week! Will it drive a rebound in stock prices? Which Concept stocks are likely to benefit?
The industry generally believes that this press conference will become a significant catalyst for the auto industry, impacting not only Tesla itself but also potentially affecting the traditional taxi and Online Car-hailing markets. At the same time, stocks related to autonomous driving may also be influenced.
CICC: The abundance of funds in the Hong Kong stock market and the scarcity of Assets.
CICC believes that the "abundance of funds" due to excessive liquidity and the "lack of assets" with limited returns will inevitably lead to overall Index trends being difficult to find, resulting in range-bound fluctuations, while structural market trends will flourish. Currently, the overall macro and market environment in China still needs repair but has structural highlights that are more favorable for Hong Kong stocks. This is because whether it is providing stable returns through dividends, or representing the mainline of structural opportunities such as new consumption, AI Technology, or even innovative drugs, Hong Kong stocks have a greater advantage, which also explains the outperformance of the Hong Kong stock market.
People's Daily front page interview with Ren Zhengfei: How to view Asia Vets and chips.
Recently, at Huawei's headquarters in Shenzhen, a group of reporters from the People's Daily had a face-to-face discussion with Huawei's CEO Ren Zhengfei about some hot Topics of public concern.
Guotai Junan Securities: The potential of humanoid robot Bearings is enormous, and there is a broad space for domestic substitution.
Humanoid robots are on the rise, and the demand for Bearings is benefiting.
[Brokerage Focus] Minsheng Securities maintains a "Recommendation" rating for Horizon Siasun Robot&Automation (09660), noting that it is expected to expand its market share based on performance and cost-effectiveness.
Jingwu Financial News | According to Minsheng Securities Research Reports, Horizon Robotics (09660) is deeply engaged in full-scene intelligent driving solutions, continuously accelerating product iteration. It has formed a business layout where automotive solutions are the main focus, supplemented by non-automotive solutions. The core business automotive solutions are driven by a dual engine of "product solutions + authorized service business." The company has established a large and high-quality customer base, covering global leading OEMs and automotive Tier 1 suppliers. In terms of Industry, advanced intelligent driving is expected to reach an accelerated penetration inflection point, with intelligent driving moving from the high-end market into the mainstream price Range. 2025 is expected to become the inaugural year for equal rights in intelligent driving.
【Brokerage Focus】CITIC SEC: The singularity of autonomous driving has arrived, and commercialization is accelerating.
Jingwu Finance | CITIC SEC stated that Level 4 autonomous driving shows positive changes in multiple scenarios: 1) Robotaxi: Benefiting from the expansion of operational areas and vehicle deployment, leading companies' Robotaxi weekly Orders have been raised to 0.25 million orders by early May this year (up 400% year-on-year), accelerating commercialization; Tesla plans to start Robotaxi Operation in Austin this June, expected to lead technological transformation in the Industry; 2) Robovan: Leading companies are realizing cost reduction and efficiency improvement capabilities in the delivery industry, accelerating Order acquisition and product delivery; 3) Robotruck:
Horizon Robotics (9660.HK): The leading domestic smart driving solution provider embarks on a new journey towards higher levels.
Horizon: A leading domestic intelligent driving solution provider, having undergone ten years of transformation. The company is deeply engaged in comprehensive intelligent driving solutions, continuously accelerating product iteration, and has established a Business layout focusing on Autos solutions, with non-Autos solutions as a supplement.
GF SEC: How will the stock price evolve after being included in the Hong Kong Stock Connect? Which companies might be included this year?
Pay attention to the allocation opportunities after the leading company's entry.
Goldman Sachs has released the latest recommended Buy list for the Asia-Pacific region (Director's Selected Version) (Table)
Goldman Sachs released a report listing the latest "Buy with Conviction" (Directors’ Cut) list for the Asia-Pacific region, newly including Taiwan Semiconductor (2330.TW), Reliance Industries in India (RELI.BO), and Huajin Technology (603296.SH), while removing Mitsui Fudosan (8801.JP). The bank listed the latest Buy with Conviction list (Directors’ Cut) for the Asia-Pacific region: Hong Kong stocks │ Target Price ANTA SPORTS (02020.HK) │ 117 HKD CHINA RES LAND (01109.HK) │ 36.5 HKD Weichai Power (02338.HK) │ 22.
Express News | Horizon’s subsidiary, DiGuo Robot, increased its investment to 0.63 billion.
The DeepSeek R1 model has completed a "minor version upgrade", reaching a new level in programming and logical understanding!
The DeepSeek R1 model has completed a "minor version upgrade". This update enhances semantic understanding accuracy, complex logical reasoning, and long text processing. After the update, the model's comprehension and programming capabilities have significantly improved.
Northbound flows | Northbound net purchases amounted to 3.578 billion. Meituan (03690) received an additional 1 billion Hong Kong dollars for expansion. Oil stocks showed some differentiation.
On May 28, in the Hong Kong stock market, the northbound capital recorded a net Buy of 3.578 billion Hong Kong dollars, among which the Shanghai-Hong Kong Stock Connect had a net Buy of 3.924 billion Hong Kong dollars, while the Shenzhen-Hong Kong Stock Connect had a net Sell of 0.346 billion Hong Kong dollars.
Illustration丨Southbound funds increased holdings in Meituan and China Mobile, while reducing holdings in Xiaomi.
Southbound funds today net bought HK stocks worth 3.578 billion Hong Kong dollars. Among them: net purchase of MEITUAN-W 1.074 billion, CHINA MOBILE 0.597 billion, CNOOC 0.564 billion, Siasun Robot&Automation-W 0.181 billion; net sale of XIAOMI-W 0.709 billion, Hang Seng H-Share Index ETF 0.429 billion, KUAISHOU-W 0.398 billion, Alibaba 0.377 billion, Semiconductor Manufacturing International Corporation 0.279 billion. According to Statistics, southbound funds have net sold Alibaba for 7 consecutive days, totaling 4.68408 billion Hong Kong dollars; have net bought MEITUAN for 9 consecutive days, totaling 8.94159 billion Hong Kong dollars; have net bought for 3 consecutive days.
Express News | Southbound funds today had a net purchase of 3.578 billion yuan. In the Hong Kong Stock Connect (Shanghai), MEITUAN-W and CHINA MOBILE received net purchases of 0.78 billion HKD and 0.597 billion HKD respectively; XIAOMI-W had the highest net sell amount