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GuShiio.com GuShi Intelligence Editor: GuShi
A-share Hot News Brief
A-share shock consolidation: Today, the three major A-share indexes fluctuated and consolidated, with the Shanghai Composite Index down 0.02%, the Shenzhen Component Index up 0.20%, and the ChiNext Index down 0.06%. This market is like a naughty child, jumping up and down, just not making people worry.
Technology consumption attracts attention: The top leaders of the State Council said that they would vigorously promote technology consumption and release consumption potential such as artificial intelligence terminal products. It seems that in the future, we will not only have to buy food and clothing, but also some smart gadgets.
Morgan Stanley turns optimistic about the Chinese stock market: Morgan Stanley strategists have abandoned their bearish views on the Chinese stock market and expect the Chinese stock market to usher in a more sustainable rise. This foreign institution is really a fence-sitter, blowing both sides.
Alibaba’s financial report exceeded expectations: Alibaba released its third quarter financial report for fiscal year 2025, with revenue and net profit exceeding expectations, and Alibaba Cloud AI revenue has grown by three digits for six consecutive quarters. It seems that Alibaba is going to go against the sky, and its cloud business is almost a money printing machine.
Cloud computing sector benefits: Alibaba’s cloud computing business is growing rapidly, which is good for the cloud computing sector. The cloud computing sector in the A-share market has also been a hot spot recently, and major institutions and hot money are increasing their positions. It seems that cloud computing is really a hot commodity.
Auto parts are in the spotlight: Institutions have increased their positions in the auto parts sector to a moderate extent recently. It seems that buying a car in the future will not only depend on the brand, but also on the parts.
High growth in annual reports is favored: The high growth sector in annual reports has also attracted the attention of institutions. It seems that companies with good performance are popular, just like academic masters, they are popular wherever they go.
Active lithium battery sector: The lithium battery sector has also been slightly increased by institutions recently. The development of new energy vehicles is in full swing, and lithium batteries have also benefited from it.
AI glasses are not popular: The AI glasses sector, which led the gains on Thursday, has little interest from institutions and hot money. It seems that AI glasses need to be honed before they can be recognized by the market.
Robot sector is popular: On Thursday, institutions once again chased up and increased their holdings in the robot sector. It seems that robots will not only be able to work, but also to trade stocks in the future.
Hong Kong stock hot news briefing
Hong Kong stocks opened high and rose sharply: On February 21, the three major Hong Kong stock indexes opened high and went wild, with the Hang Seng Index up 2.93%, the Hang Seng Technology Index up 4.69%, and the State-owned Enterprise Index up 2.91%. The Hong Kong stock market really went crazy today, opening high and going high, catching investors off guard.
Technology and Internet stocks soared collectively: Technology and Internet stocks soared collectively, with technology giants such as Alibaba and Lenovo leading the gains. This tech stock is like taking stimulants, soaring all the way, it seems to be going against the sky.
Alibaba’s financial report exceeded expectations: Alibaba released its third quarter results for fiscal year 2025, with revenue and net profit exceeding expectations. Alibaba’s US stocks rose by more than 8%, and Hong Kong stocks opened more than 10%. It seems that Alibaba is really a money-making machine, and investors are blessed.
Auto stocks opened higher collectively: Auto stocks opened higher collectively, and BYD rose by more than 2%. These auto stocks are really good kids, rising with technology stocks. It seems that buying a car should be done as early as possible in the future.
Domestic real estate stocks generally rose: Domestic real estate stocks generally rose, and Sunac China rose by more than 2%. These domestic real estate stocks are really a pleasant surprise. I thought they would fall, but they rose instead. It was really a pleasant surprise.
Cross-border ETFs rose sharply: Cross-border ETFs rose sharply, Hang Seng Hong Kong Stock Connect ETF rose by more than 3%, and Hong Kong Internet ETFs rose by more than 2%. This cross-border ETF is really a good thing, allowing investors to easily invest in Hong Kong stocks.
Biomedical stocks are strong: Biomedical stocks rose against the trend, Ascletis soared more than 34%, and Zhaoyan Pharmaceuticals rose more than 22%. This biomedical stock is really a dark horse. It rises when others fall, and it rises even more when others rise.
Gold stocks are active: Gold stocks are active, Lingbao Gold rose more than 6%. This gold stock is really a safe haven. It rises when the market is unstable, which makes people feel very relieved.
Electricity stocks rise: Electricity stocks rise, and Huadian International Power Co., Ltd. rose more than 4%. This electricity stock is really a stabilizer. It rises when the market fluctuates, which makes people feel very secure.
Film and television entertainment stocks fell: Film and television entertainment stocks fell, Kuaishou fell more than 7%, and Meituan fell more than 6%. This film and television entertainment stock is really a naughty ghost. It falls when others rise, and it falls even more when others fall.
Popular News Briefing of US Stocks
US Stocks Close Down: US stocks closed down on Thursday, with the Dow Jones Industrial Average down 1.01%, the Nasdaq down 0.47%, and the S&P 500 down 0.43%. The US stock market was really not very good today, closing down across the board, which was a bit disappointing.
Technology stocks fell: Technology stocks generally fell, and the share prices of technology giants such as Apple and Microsoft fell. These technology stocks are really loved and hated, and they are pleasantly surprised when they rise, and distressing when they fall.
Commodity price fluctuations: COMEX gold futures rose 0.67% to $2,955.8/ounce, once setting a record intraday high. COMEX silver futures rose 1.2% to $33.44/ounce. WTI March crude oil futures closed up 0.44% at $72.57/barrel, and Brent April crude oil futures closed up 0.58% at $76.48/barrel. The price of these commodities is really fluctuating, which makes people confused.
Ruble exchange rate changes: The Russian Central Bank announced the official ruble-dollar exchange rate. The official exchange rate on February 21 was 1 US dollar to 88.51 rubles, which rose above 90 for the first time since September last year. The ruble exchange rate is really a naughty child, rising and falling, which makes people laugh and cry.
Alibaba US stocks rose: Alibaba US stocks rose more than 8% to $135.97. It seems that Alibaba is not only strong in Hong Kong stocks, but also equally popular in US stocks.
Federal Reserve official statement: Federal Reserve Governor Kugler expects the PCE inflation rate to be 2.4% and the core PCE inflation rate to be 2.6% in January, which is still a certain distance from the 2% target. This Fed official is really a love-hate relationship. Sometimes he says he will raise interest rates, sometimes he says he will lower them, which is confusing.
US unemployment benefits: The number of people who applied for unemployment benefits for the first time in the United States last week was 219,000, which was estimated to be 215,000 and the previous value was 213,000. This number of unemployment benefits is really a worrying number. I hope it will be less and less in the future.
US Treasury bond winning yield: The winning yield of the newly issued $9 billion 30-year Treasury Inflation-Protected Securities (TIPS) of the US Treasury Department was 2.403%, the highest level of bonds in the same period since 2001. This treasury bond yield is really a number that people pay attention to. I hope it will be more and more stable in the future.
European stocks closed down: Most of the major European stock indices closed down, with the German DAX30 index down 0.53% and the British FTSE 100 index down 0.57%. This European stock market was not very strong today, and it closed down across the board, which was a bit disappointing.
Market sentiment is cautious: Today, both US and European stocks performed poorly, and market sentiment is cautious. It seems that the market is like the weather, sometimes sunny and sometimes rainy, which is unpredictable.
