The computing power hardware direction continues to strengthen; can the Technology stock market make a comeback?
Track the entire lifecycle of the main Sector.
Summary of the Federal Reserve FOMC press conference: Interest rates remain unchanged, and the dot plot indicates two rate cuts will occur within the year.
The Federal Reserve has kept the benchmark interest rate unchanged at 4.25%-4.50%, marking the fourth decision to maintain the rate since January.
Express News | Federal Reserve FOMC economic forecast: The median core PCE inflation expectations at the end of 2025, 2026, and 2027 are 3.1%, 2.4%, and 2.1% respectively. (The March expectations were 2.8%, 2.2%, and 2.0% respectively.)
More shocking than we imagined! "Silicon Valley venture capital father" Hoffman deeply analyzes the current trends in investment and Technology in Silicon Valley.
Smart investors do not bet everything on one technology; they diversify their investments and place bets on different possibilities.
The first batch of data center REITs - GDS Holdings data center REIT has been approved.
On June 18, Gelonghui reported that the first batch of data center REITs projects - the Southern GDS Holdings Closed-End Infrastructure Securities Investment Fund has officially received registration approval from the China Securities Regulatory Commission and a no-objection letter from the Shanghai Stock Exchange. The underlying Assets of the project are the Guojin Data Center located in Kunshan, Jiangsu Province, with a planned fundraising scale of 1.933 billion yuan.
After the valuation has increased, what will Chinese concept stocks compete for in the second half? UBS Group highlights: AI, profit margins, new markets...
UBS Group believes that the surge of Concept stocks in the Internet sector in the first half of the year was primarily driven by valuation rather than profitability improvement, particularly for Stocks with AI Concept. Mid and small market cap stocks have outperformed the broader market. Investors need to focus in the second half of the year on AI monetization, overseas expansion, and margin reconstruction. The commercialization process of artificial intelligence is accelerating, with three areas showing early visible monetization: cloud services, advertising, and AI agents. Under policy guidance, the commission rates for Internet platforms are expected to converge and shift from commission-based revenue to advertising income.
U.S. stocks closed: The three major Indexes rebounded moderately, and Chinese concept stocks showed a widespread increase.
1. Market sentiment has improved, and the three major U.S. indices rose collectively on Monday, with the Nasdaq China Golden Dragon Index up over 2%; 2. Circle's stock price hit a new high; 3. AMD's stock price increased, and analysts have raised the Target Price; 4. Alibaba's AI team launched an AI model optimized based on Apple's MLX framework.
GDS Holdings and U.S. stocks all rise, the global computing power remains highly prosperous, and the company is expected to fully benefit from the growth in data center demand.
GDS Holdings shares in Hong Kong rose over 7%, reported at 27.3 HKD, with a trading volume of 0.166 billion HKD.
Hong Kong stock midday review | The three major Indices are mixed, with the tech index up 0.15%; domestic property and retail stocks rose, RADIANCE HLDGS surged nearly 68%, and CHOW TAI FOOK rose over 6%.
Network Technology stocks showed mixed results, with SENSETIME-W up 4.26% and XIAOMI-W up 3.85%; gold stocks generally fell, with TONGGUAN GOLD up 5.24% and LINGBAO GOLD down 4.76%; property service and management stocks rose across the board, with EVERG SERVICES up 3.85% and CHINA RES MIXC up 3.03%.
Express News | Paul Chan Mo-po: Welcome more Chinese concept stocks to return to Hong Kong stocks.
SWHY: In the second half of 2025, investment opportunities in Hong Kong stocks will continue to spread, with a focus on the Internet Technology and pharmaceutical sectors.
Growth diffusion - Hong Kong stock industry comparative investment strategy in the second half of 2025.
CITIC SEC: The growth of Hong Kong stocks' performance is stabilizing and improving, with Technology, medicine, and new consumption as the main favorable lines.
Looking ahead at the performance of Hong Kong stocks for 25 years, although market expectations have been significantly revised down due to multiple disturbances from the beginning of the year to now, it may also fully price in various external risk factors. In particular, within the Range of Technology, pharmaceuticals, raw materials, finance, and consumer Sectors, there are even upward revisions in performance expectations for certain subsectors, demonstrating the unique performance resilience and growth expectations of industries or companies against the backdrop of trade frictions, which is worth paying attention to.
Express News | He Lifeng: The Chinese side is sincere and principled in trade and economic negotiations.
Express News | Pre-Market Trading: Tesla rose over 2.5%, Bilibili rose over 9%.
The U.S. Commerce Secretary stated that the China-U.S. negotiations are progressing smoothly and may continue on Wednesday.
U.S. Secretary of Commerce Howard Lutnick stated that trade negotiations with Chinese officials are progressing well and hopes the talks will conclude by Tuesday evening London time, although he indicated that negotiations may continue into Wednesday.
GDS Holdings' (NASDAQ:GDS) Solid Profits Have Weak Fundamentals
Express News | Popular Chinese concept stocks are generally rising, the Nasdaq Golden Dragon Index has increased by more than 2%, Kingsoft Cloud has risen by nearly 10%, Tencent Music has risen by over 4%, GDS Holdings and Baidu have risen by over 3%, while PDD Holdings
Sabre Signs Five-year Renewal of Passenger Service System With Vietravel Airlines
U.S. stocks are moving unusually | Bullish factors combined, GDS Holdings pre-market up over 4%.
On June 9, GDS Holdings' Hong Kong stock rose 4.4% today, driving GDS Holdings (GDS.US) to surge over 4% in pre-market trading. According to reports, the company recently signed a Global Strategy agreement with China Life Investment, and in the future, both parties will continue to deepen cooperation and jointly create a benchmark for the integration of production and finance in the field of digital infrastructure, injecting new impetus into the construction of a strong digital nation and economic transformation and upgrading. In addition, HTSC stated that as domestic AI applications enter a period of vigorous development, the growth of AI inference demand is expected to reduce the domestic data center vacancy rate for the company, thereby bringing opportunities for valuation enhancement and performance improvement. Furthermore, public offering.
Market Update | GDS Holdings rose during the trading session and signed a Global Strategy agreement with China Life Investment.
On June 9, it was reported that GDS-SW (09698.HK) rose over 4%, with a current increase of 4.41%, trading at 26.05 HKD and a transaction volume of 64.1267 million HKD. According to market news, GDS-SW and Guoshou Investment officially signed a Global Strategy cooperation agreement in Beijing recently. Both parties will leverage their respective advantages to deepen cooperation in areas such as asset securitization, focusing on the national strategic development needs, and jointly promote the high-quality development of the real economy. According to the strategic agreement, both parties will fully utilize their advantages in digital infrastructure and financial capital in asset securitization.