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SenseTime's 2025 total revenue increased 33%, with net losses significantly narrowed by 58.6%. Generative AI revenue reached 3.63 billion yuan, up 51% year-over-year. The group improved capital efficiency, with operating cash flow achieving positive net inflow. New models are expected to be launched in 2026.

Hexun Investment Adviser Wang Peicheng predicts that the market will fluctuate and rise by about 10% in mid to late April. The current reversal is structural, and attention should be paid to subsequent pullbacks and changes in trading volume to prevent panic selling.

Lantu Motors was listed in Hong Kong on March 19, becoming the first high-end new energy vehicle stock from a central state-owned enterprise. The company emphasizes creating value for users through self-sustaining revenue while expanding into global markets. The new model, Lantu Taishan X8, was unveiled, equipped with four laser radars, and plans to launch multiple new vehicles by 2026 to expand the high-end vehicle market.

Non-ferrous Metals ETF Huabao (159876) has performed strongly recently, rising more than 4% after a large increase, ending a nine-day decline. Global assets increased as the United States planned a ceasefire with Iran, international oil prices fell, and precious metal prices rebounded. Huatai Securities is optimistic about the rebound prospects in the non-ferrous metals sector, believing that multiple metal varieties will benefit from the geopolitical situation. This ETF has high liquidity and provides comprehensive coverage of the non-ferrous metals field.

The article analyzes the trend of the Hang Seng Tech Index, indicating that after six months of adjustment, it has shown signs of a bottom and recently exhibited a bullish divergence. The rebound is limited, and it is necessary to observe the golden cross between the 5-day and 10-day moving averages and the MACD turning positive. Investors are advised to wait until the index breaks above the high of the first wave before taking action.

The pharmaceutical sector has performed well recently, with innovative drug companies receiving government support and accelerated clinical R&D, while the CXO industry has seen orders warming up. AI technology is driving new developments in pharmaceuticals, and investors may consider positioning in related ETFs, but should pay attention to investment risks and market volatility.

During OFC2026, the AIDC optical interconnection sector achieved multiple breakthroughs, with technologies such as XPO and NPO promoting industry standardization and improvement, leading to imminent rapid market growth. As AI drives increased demand for computing power, the optical communication industry chain is entering a period of long-term development opportunities. Investors are advised to monitor related ETFs and market performance.

This article analyzes the market performance of the commercial aerospace sector on March 24, pointing out that the current index is in the main force accumulation zone and requires attention to the breakout situation of the 5-month line. It emphasizes the importance of daily line structure and bottom divergence patterns, and notes that if the index cannot break above the 5-day line, the rebound rally may be delayed. Tomorrow will be critical, requiring close monitoring of market dynamics.

Guanghe Tong (00638) stock price rose more than 23% intraday, currently trading at HK$13.65, with trading volume of HK$149 million. The company is planning a cash acquisition to take control of Hangsheng Electronics, with transaction details to be determined. Upon completion, Hangsheng will become a controlling subsidiary. Hangsheng Electronics is a leading enterprise in China's automotive electronics industry.

The article analyzes four potential investment directions that may rise first after the end of geopolitical conflicts: AI technology, new energy, power and grid equipment, and semiconductors. Major capital may front-run and accumulate positions in advance, and retail investors need to prepare early to seize rebound opportunities.

On March 25, easing tensions in the Middle East drove the Huaxia Science and Technology Innovation 50 ETF (588000) to a gain of 2.43%. The central bank implemented reverse repurchase operations and MLF operations to maintain liquidity, stimulating market demand. The Science and Technology Innovation 50 Index, focusing on semiconductors, has become a benchmark for "China's core hard technology assets," attracting capital inflows.

Ding Long Co., Ltd. announced that its controlling subsidiary has completed construction and commenced operations of a photoresist industrialization project with an annual production capacity of 300 tons. This is China's first end-to-end photoresist production line, aimed at meeting chip manufacturing demands. The company has achieved independent supply of key raw materials, supporting the growth of its advanced semiconductor materials business. The company expects consolidated net profit attributable to parent company shareholders to grow by approximately 34% to 40% by 2025.

Federal Reserve Governor Barr stated that due to inflation being above target, interest rates will remain unchanged for some time, with rate cuts only to be considered when inflation declines and employment stabilizes. Middle East conflict has driven up oil prices, increasing inflationary pressures, with market expectations for rate cuts declining significantly. The future policy path will be influenced by inflation and geopolitical factors.

Federal Reserve Governor Barr emphasized that facing inflation above the 2% target, it may be necessary to maintain rates unchanged. He called for observing evidence of sustained declines in commodity and service prices, while noting that uncertainty in the Middle East situation could impact policy. Market expectations for near-term rate increases have declined significantly.

China Merchants Xinuo Life Insurance General Manager and Chief Executive Officer Chang Ying has retired due to reaching retirement age, with Liu Jun appointed as interim principal. The company stated that personnel changes do not affect operations. New General Manager candidate Li Gong has years of experience within the China Merchants Bank system. In 2025, China Merchants Xinuo Life Insurance achieved 446.31 billion yuan in insurance revenue.

The article points out that the current market is focusing on oversold stocks, particularly in the commercial aerospace sector, due to low rebound resistance and high investor interest. Oversold stocks present opportunities for buying at low levels, and market funds may flow in this direction. When selecting, attention should be paid to targets with stock prices below the 5-day moving average to capitalize on rebound momentum.

The Bank of Japan's January monetary policy meeting minutes show that policymakers held interest rates steady while emphasizing room for rate increases. Board members remained optimistic about economic prospects and focused on yen weakness and external risks. If wage growth accelerates and PMI continues to expand, the probability of a rate hike in April will increase, though the central bank will proceed cautiously to safeguard economic stability. The overall outlook points to gradual policy normalization, and investors should monitor geopolitical impacts.