Not a Bargaining Chip: Beijing Is Dismantling Nvidia’s China Playbook
​China is strategically pushing foreign tech out of its supply chain, with Nvidia facing challenges and domestic chipmakers benefiting. Another ban...
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BUY/SELL/HOLD: Hong Kong Market Update (September 10)
Hong Kong reached the technical resistance level of 27100 targeted in the insight, and promptly reversed. The interday reversal could be the start...
559 Views
Luxshare Precision A/H Listing - Earnings Growth and Stock Have Been Rebounding
Luxshare Precision Industry (002475 CH) (LP), a precision intelligent manufacturer, aims to raise around US$2bn in its H-share listing. In this...
628 Views
CX Daily: Cambricon’s Meteoric Rise Collides With Harsh Reality Check
TOP STORIES Chips / In Depth: Cambricon’s Meteoric Rise Collides With Harsh Reality Check Chinese artificial intelligence (AI) chipmaker...
289 Views
Hesai Secondary Trading - Decent Demand, Despite Lack of Correction
Hesai Group (HSAI US) raised around US$530m in its secondary listing in Hong Kong. In this note, we talk about the trading dynamics.
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