Daily Investment Strategy
Daily focus：BYD Electronic (285)
The company is actively expanding into the fields of intelligent vehicle components and consumer electronics, continuously optimizing its product structure, and consolidating its leading technological advantages. By promoting high-value-added components and innovative materials, the company continues to expand its high-end customer base and has achieved rapid breakthroughs in emerging businesses such as AI servers. The synergistic development of the three major business segments injects strong momentum into long-term value creation.
Amazon's $38 billion partnership with OpenAI
The leading rise in US tech stocks reflects market optimism about the prospects for investment in artificial intelligence infrastructure. Amazon's $38 billion partnership with OpenAI symbolizes large-scale capital allocation by major tech companies for generative AI applications. However, over 300 stocks in the S&P 500 fell during the same period, suggesting that current market gains are concentrated in a few tech leaders, while broader indicators are weakening. On the other hand, Federal Reserve Governor Lisa Cook spoke publicly for the first time since Trump sued her, stating that she has not yet decided on a December rate cut and supports it, believing that risks to the job market outweigh inflation risks. However, he also warned that if the inflationary impact of tariffs persists, he is prepared to take "strong action."
Hong Kong Stock Connect saw a net inflow of HK$5.47 billion on Monday, with Xiaomi Group (1810) experiencing the largest net inflow at HK$1.03 billion, followed by CNOOC (883). On the other hand, SMIC (981) recorded the largest net outflow at HK$1.38 billion, followed by Alibaba (9988).
Leung Kai Tong is a SFC licensed person accredited to KGI Group to carry on regulated activities (for details, please refer to https://apps.sfc.hk/publicregWeb/indi/ADU276/details). He and/or his associate do not have any financial interest in the recommended issuer or new listing applicant.
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