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<Research>JPM: Semiconductor & Equipment Industry's 4Q Results Likely in Line or Beat; Nvidia, Broadcom Rated Overweight
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<H Shrs>HSI Drops 26 Pts at Midday, but BIDU Leaps 4%+; ASMPT Swells 6%
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<Research>JPM More Positive on Short-term Lithium Prices but Cautious on Mid-term Trend
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<Research>M Stanley: AI Diffusion & Industrial Upgrades Drive Growth; GEEKPLUS-W Liked w/ TP $37
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<Midday Takeaway>HSI Closes Midday at 26,558, Down 26 pts; HSTI Closes Midday at 5,722, Down 23 pts; WHARF REIC Up over 4%; WHARF REIC, BIDU-SW, SHK PPT, SINOPEC CORP, CK ASSET Hit New Highs
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<Commodity>G Sachs Raises Gold Price Forecast to USD5.4K/ Ounce at End-2026
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<Research>UOB Kay Hian Expects TENCENT 4Q25 Rev. to Rise 13% YoY, Maintains Buy Rating
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<Research>Citi: Shanghai SAT's RMB100K Fine on PDD May Hint Smaller-than-feared Issues, but Profit Growth Uncertainty Remains
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<Research>CMBI Ratings, TPs on Auto/ Parts/ Related Stocks (Table)
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<Research>Citi Reiterates Buy Rating on KINGDEE INT'L as 2025 Profit Misses Mkt Consensus
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<Research>Daiwa Reiterates Buy on CHOW TAI FOOK; Same-store Sales Growth Still Improving
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<Research>Citi: AI/ Cloud Computing Most Preferred in CN Internet Sector, Followed by Online Game
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<Research>Citi Rates TONGCHENGTRAVEL as Buy on Reasonable Valuation & Stable Fundamentals
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<Research>JPM Lifts BIDU-SW's TP to HKD195; Early AI Momentum Begins to Galvanize Rev. Stabilization
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<Research>CMBI Names GEELY AUTO as Top Pick, Cuts 2026 NEV Sales Forecast
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<Research>Citi Elevates SINOTRUK TP to $39.4, Keeps Buy Rating
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<Research>JPM Keeps Overweight on ANTA SPORTS with TP HKD141
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<Research>CLSA: CHOW TAI FOOK Posts Strong 3FQ26 Results, but Expects to Face Challenges During LNY; Rating Kept at Hold
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<Research>G Sachs Lifts YUM CHINA TP to $448, Forecasts 13% YoY NP Growth in 4Q25
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<Research>Citi: CN Real Estate Faces Write-offs in 2025; Top Picks CHINA JINMAO, CHINA RES LAND, CHINA OVERSEAS
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  • Remark
  • (1) HK Indices are real time
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