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Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>TOP STORIES Cobalt / In Depth: Congo’s Cobalt Controls Deepen Uncertainty for Chinese Miner It has been a rough year for the world’s largest cobalt producer.</li><li>Shanghai-listed CMOC Group Ltd.</li><li>’s sales fell over 17% year-on-year in the second quarter, according to the miner’s earnings results.</li></ul>

TOP STORIES Cobalt / In Depth: Congo’s Cobalt Controls Deepen Uncertainty for Chinese Miner It has been a rough year for the world’s largest cobalt producer.Shanghai-listed CMOC Group Ltd.’s sales fell over 17% year-on-year in the second quarter, according to the miner’s earnings results.

CX Daily: Congo’s Cobalt Controls Deepen Uncertainty for Chinese Miner 

Thematic (Sector/Industry)

<ul><li>Xiaomi Corp. has launched its latest flagship smartphone lineup, the Xiaomi 17, in a direct challenge to Apple Inc., adopting a naming strategy and design that closely mirrors the U.S. tech giant’s latest iPhone.</li><li>At a launch event held Sept. 25, the Chinese electronics maker introduced the Xiaomi 17, 17 Pro and 17 Pro Max, skipping 16 in its series to align with Apple’s recently released iPhone 17 lineup. The new models feature a rear camera layout, screen dimensions and back panel aesthetics that bear a strong resemblance to Apple’s newest devices.</li><li>Xiaomi also introduced a magnetic power bank compatible with all iPhone 17 models. “We do what the iPhone doesn’t,” founder and CEO Lei Jun said at the launch event.</li></ul>

Xiaomi Corp. has launched its latest flagship smartphone lineup, the Xiaomi 17, in a direct challenge to Apple Inc., adopting a naming strategy and design that closely mirrors the U.S. tech giant’s latest iPhone.At a launch event held Sept. 25, the Chinese electronics maker introduced the Xiaomi 17, 17 Pro and 17 Pro Max, skipping 16 in its series to align with Apple’s recently released iPhone 17 lineup. The new models feature a rear camera layout, screen dimensions and back panel aesthetics that bear a strong resemblance to Apple’s newest devices.Xiaomi also introduced a magnetic power bank compatible with all iPhone 17 models. “We do what the iPhone doesn’t,” founder and CEO Lei Jun said at the launch event.

Xiaomi Ups the Stakes in Premium Market With iPhone-Style 17 Series 

Equity Derivatives and Volatility Specialist, Clifton Derivatives

John Ley

Equity Derivatives and Volatility Specialist

Clifton Derivatives

Independent derivative and volatility research firm focusing on events/catalysts, earnings, relative value and cross asset volatility strategies.

Equity Derivatives

<ul>
<li>Weak breadth and uneven daily price action kept the tone heavy as Hong Kong equities continued to struggle for momentum in the shadow of Xi-Trump.</li>
<li>Hong Kong’s implied volatility divergence mirrors a broader pattern also appearing across other major indexes and their constituents.</li>
<li>Call participation remained unusually strong through most of the week as overall single stock option activity edged higher.</li>
</ul>


Weak breadth and uneven daily price action kept the tone heavy as Hong Kong equities continued to struggle for momentum in the shadow of Xi-Trump.
Hong Kong’s implied volatility divergence mirrors a broader pattern also appearing across other major indexes and their constituents.
Call participation remained unusually strong through most of the week as overall single stock option activity edged higher.


Hong Kong Single Stock Options Weekly Sept 21–25: Volatility Divergence Deepens Across the Market

Asian Hedge Fund Manager, Long Short Equity, Macro

David Mudd

<ul>
<li>DeepSeek has permanently changed the future of AI.  With its R1 model the company democratized AI much the same as Google did for search more than 20 years ago.</li>
<li>China's platform companies like <a href="https://www.smartkarma.com/entities/alibaba-group-holding-ltd-d7b798e2-202d-4e01-9a1e-799e2ae8f0c7" target="_blank" data-smartkarma-citation="entities:28434:1" rel="noopener">Alibaba Group Holding (9988 HK)</a> , <a href="https://www.smartkarma.com/entities/tencent-holdings-ltd" target="_blank" data-smartkarma-citation="entities:26:1" rel="noopener">Tencent (700 HK)</a> , <a href="https://www.smartkarma.com/entities/baidu-inc-a55ca720-5968-48f0-8194-ac94390d065c" target="_blank" data-smartkarma-citation="entities:32212:1" rel="noopener">Baidu (9888 HK)</a> , and <a href="https://www.smartkarma.com/entities/kuaishou-technology" target="_blank" data-smartkarma-citation="entities:29725:1" rel="noopener">Kuaishou Technology (1024 HK)</a> have released their own AI models.</li>
<li>As China's AI industry is benefiting from DeepSeek's cost-effective innovations, the US hyperscalers are being questioned on their ability to justify their enormous AI investments, historical and projected investments.</li>
</ul>


DeepSeek has permanently changed the future of AI.  With its R1 model the company democratized AI much the same as Google did for search more than 20 years ago.
China's platform companies like Alibaba Group Holding (9988 HK) , Tencent (700 HK) , Baidu (9888 HK) , and Kuaishou Technology (1024 HK) have released their own AI models.
As China's AI industry is benefiting from DeepSeek's cost-effective innovations, the US hyperscalers are being questioned on their ability to justify their enormous AI investments, historical and projected investments.


DeepSeek Reveals AI's Trillion Dollar Folly: Winners and Losers

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

<ul><li>Taiwan's economic minister confirmed the ongoing investigation into the TSMC leak, which may affect Japan relations.</li><li>Apple's new vapor chamber design is expected to enable the creation of ultra-thin iPhones and wearables in the market.</li><li>The wafer foundry industry in Taiwan is anticipated to see significant growth by Q3 2025, driven by advancements in technology.</li></ul>

Taiwan's economic minister confirmed the ongoing investigation into the TSMC leak, which may affect Japan relations.Apple's new vapor chamber design is expected to enable the creation of ultra-thin iPhones and wearables in the market.The wafer foundry industry in Taiwan is anticipated to see significant growth by Q3 2025, driven by advancements in technology.

Tech Supply Chain Tracker (12-Sep-2025): TSMC leak probe will continue amid Japan

China

Xiaomi is a Chinese multinational corporation specializing in consumer electronics and technology, primarily known for its smartphones (Mi, Redmi, POCO series) and a wide range of AIoT (Artificial Intelligence of Things) devices, including smart home products, wearables, and laptops. The company also provides internet services, including its MIUI operating system. Xiaomi was founded in 2010 and is headquartered in Beijing, China.

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Xiaomi (1810 HK)

CX Daily: Congo’s Cobalt Controls Deepen Uncertainty for Chinese Miner

TOP STORIES Cobalt / In Depth: Congo’s Cobalt Controls Deepen Uncertainty for Chinese Miner It has been a rough year for the world’s largest...

Caixin Global

Xiaomi Ups the Stakes in Premium Market With iPhone-Style 17 Series

Xiaomi Corp. has launched its latest flagship smartphone lineup, the Xiaomi 17, in a direct challenge to Apple Inc. , adopting a naming strategy...

Caixin Global

Hong Kong Single Stock Options Weekly Sept 21–25: Volatility Divergence Deepens Across the Market

Weak breadth and soft price action kept the market tone heavy, while diverging index and single stock volatility trends remained a defining feature

John Ley

DeepSeek Reveals AI's Trillion Dollar Folly: Winners and Losers

China's large tech firms made announcements about their AI chip advancements igniting a market rally. This shows China's efforts to develop...

David Mudd

Tech Supply Chain Tracker (12-Sep-2025): TSMC leak probe will continue amid Japan

Taiwan's TSMC leak investigation continues amid Japan relations concerns, while Apple's vapor chamber design, AI growth, and Momo's revenue rise...

Tech Supply Chain Tracker

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