U.S. stocks closed: the S&P 500 Index has risen for six consecutive days as investors anticipate Trump to adjust the tariff policy.

① Amazon was forced to terminate the plan to display the impact of tariffs on commodity pages; ② China Concept Stocks fluctuated, and the Nasdaq China Golden Dragon Index fell by 0.3%; ③ Meta released an independent AI application aiming to create a personalized Asia Vets assistant; ④ Starbucks reported a Q2 revenue of 8.8 billion dollars, below market expectations.

cls.cn17:33 ET

Inspur Electronic Information Industry: Q1 revenue surged by 165% to 46.86 billion yuan, with a dramatic increase in demand for AI servers.

Inspur Electronic Information's Q1 revenue surged by 165% to 46.86 billion yuan, driven by a spike in demand for AI servers and a strong expansion of business scale. Key summary points: Financial highlights: First quarter revenue of 46.86 billion yuan, a year-on-year increase of 165.31%; Net income attributable to shareholders of 0.463 billion yuan, a year-on-year increase of 52.78%; Net income excluding non-recurring items of 0.427 billion yuan, a year-on-year increase of 80.76%. Cash flow improvement: Cash flow from operating activities (CFO) was 5.8 billion yuan, reversing from negative to positive compared to the same period last year, with an increase of 265.48%. Business drivers: Significant growth in server sales, strong customer demand, with server business becoming the core growth driver.

wallstreetcnApr 29 08:08 ET

Alibaba Shares Spike In Hong Kong As Tech Giant Takes Aim At DeepSeek's Disruption And Baidu's Ernie Turbo Models With Qwen 3 Launch

BenzingaApr 28 22:56 ET

Cathie Wood Chops Palantir: Ark Invest Dumps $9.1 Million Worth Of Stock, Also Sells Meta And Robinhood Shares

BenzingaApr 28 21:51 ET

U.S. stocks closed mixed: the three major Indexes showed different trends as investors focused on Technology stock Earnings Reports.

① Most China Concept Stocks rose, with the Nasdaq China Golden Dragon Index up 0.68%; ② IBM announced a 150 billion dollar investment plan; ③ Sony Group is reportedly considering splitting its Semiconductors business; ④ NXP Semiconductors Q1 revenue was 2.84 billion dollars, higher than market expectations.

cls.cnApr 28 17:39 ET

Will the US Stock Market's Rebound Ignite Your Next Trade?

Moomoo News GlobalApr 28 04:46 ET

The enthusiasm for Datacenters has not diminished, but the giants have indeed pressed the "pause button."

Analysis indicates that overall capital expenditure in AI remains strong, and market demand is not retreating but is rather in a "temporary pause." According to McKinsey's forecast, the Datacenter market is expected to maintain a growth range of 20% to 25% over the next five to seven years, although the growth rate will fluctuate year by year.

wallstreetcnApr 28 02:13 ET

Cathie Wood's Ark Invest Loads Up On Intellia Therapeutics, Offloads Meta Platforms

BenzingaApr 26 03:39 ET

Baidu Goes Aggressive China's In AI Price War With Alibaba, DeepSeek

BenzingaApr 25 12:55 ET

Pony.ai, Tencent Cloud Team up for Robotaxi Services on WeChat

Seeking AlphaApr 25 06:08 ET

Baidu has released two new models, priced at only 25% of DeepSeek's, with Li Yanhong stating that without application chip models, they hold no value.

The input price for the Wenxin Large Model X1 Turbo is 1 yuan per million tokens, and the output price is 4 yuan, which is only 25% of DeepSeek-R1; Li Yanhong stated that some models represented by DeepSeek still have "pain points" such as single modality, high hallucination rates, slow speed, and high costs. Baidu released these two new models to address these issues.

wallstreetcnApr 25 04:43 ET

Humanoid robot competition: a "technical coming-of-age ceremony" where "flops" and "evolution" occur simultaneously.

① The champion team from Tian Gong, CTO Tang Jian of the Peking Humanoid Robot Innovation Center, told the Star Daily reporter, "The half marathon competition is mainly a limit test for the robot's Hardware and Software motion algorithm, or the stability and reliability of the robot's 'little brain'." ② The Wuxi embodied intelligence sports event opening tomorrow, along with the upcoming robot combat competition held by Yushu, will undoubtedly attract more attention for 'inspection.'

cls.cnApr 24 09:16 ET

Technology stocks are rebounding, while high-profile stocks are collectively "cooling down". The market may enter a critical period for switching between high and low performances.

Track the entire lifecycle of the main Sector.

cls.cnApr 23 21:21 ET

US-Listed China Stocks Surge As Trump Hints At Tariff Cuts and Softening Trade Tensions

BenzingaApr 23 18:28 ET

Shares of US-listed Chinese Companies Are Trading Higher After President Trump Indicated the Final Tariff Rate With China Would Be "Substantially" Below Than the Current 145% but Not 0%.

BenzingaApr 23 14:07 ET

Beijing Kingsoft Office Software, Inc's Q1 Net income increased by 9.75%. Affected by the procurement process for new trust creation, WPS Software Business revenue decreased by 20.99% | Earnings Reports Insights.

In Q1, Beijing Kingsoft Office Software, Inc's revenue increased by 6.22% year-on-year, and Net income grew by 9.75% year-on-year. The traditional personal Business steadily grew, with WPS 365 performing impressively. However, due to the impact of the new procurement process in the 2025 trust creation program, the revenue from WPS Software business was 0.262 billion yuan, down 20.99% year-on-year.

wallstreetcnApr 23 08:46 ET

Express News | U.S.-Listed Chinese Stocks Surge In Overnight Trading, $Alibaba(BABA.US)$ and $Bilibili(BILI.US)$ Rise 2%, $JD.com(JD.US)$ and $Baidu(BIDU.US)$ Shares Up 1%; $PDD Holdings(PDD.US)$ Soars 3%

Moomoo 24/7Apr 22 22:05 ET

Siasun Robot&Automation team "operating" ignites the buzz! The Industry Chain frequently updates progress. Analysts suggest that the next 2-3 years may be a critical period for mass production.

① This year, the Guangzhou Fair has set up a special area for service robots for the first time, and exhibitors revealed that customers made deposits on the spot, with some even stating that "9 out of 10 display models were booked." ② Currently, there are 11 major humanoid Ontology manufacturers in China that have started mass production plans for 2024, with several manufacturers planning to produce over a thousand units in 2025. ③ Analysts state that the next 2-3 years will be a crucial period for large-scale mass production and delivery of robots.

cls.cnApr 21 21:29 ET

Baidu Analyst Ratings

BenzingaApr 21 10:55 ET · Ratings

Iflytek Co.,ltd.: Q1 revenue increased by 27.7%, accelerating the commercialization of the Spark large model.

Iflytek Co.,ltd. reported a 27.7% revenue growth in Q1, with key points highlighting the accelerated commercialization of the Spark large model. Financial performance: revenue reached 4.658 billion yuan, a year-on-year increase of 27.74%; net loss was 0.193 billion yuan, a decrease of 35.68% year-on-year; non-recurring net loss was 0.228 billion yuan, a decrease of 48.29% year-on-year. Cash flow improvement: the net cash flow from operating activities was -0.712 billion yuan, an improvement of 48.54% year-on-year. R&D investment: continued to increase the strategic investment in the "Iflytek Spark" large model, with R&D expenses reaching 0.947 billion yuan, a year-on-year increase of 12.4%. Business highlights: the Spark deep reasoning model was released on April 20.

wallstreetcnApr 21 08:39 ET