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Chip, Storage Stocks Rally. Qualcomm up 5%; Navitas, TSMC up around 2%; Intel, SanDisk, NXPI, Micron, Lam Research, Western Digital up over 1%
Some chip, storage stocks rallied in premarket trading. Qualcomm up 5%; Navitas, TSMC up around 2%; Intel, SanDisk, NXPI, Micron, Lam Research, Western Digital up over 1%.Tiger News
Mon, Apr 27
Aluminum’s Supply Shock Is Making China Hongqiao Hard to Sell
Why China Hongqiao Is Hard to Sell as Aluminum Gets Repriced？Aluminum’s Supply Shock Rewrites the Trade, Making Hongqiao’s Pullbacks Look BuyableGlobal markets are repricing aluminum.For years, aluminum was traded largely as a cyclical commodity: prices rose when demand improved and fell when inventories built up. This year, that framework is changing. Aluminum is increasingly being viewed as a supply-security asset.Conflict in the Middle East has raised energy and shipping risks. Disruption around the Strait of Hormuz has complicated the flow of raw materials into overseas smelters and the shipment of finished metal out of them. Policy shifts in Guinea, meanwhile, have forced investors to take another look at the scarcity value of bauxite.For China Hongqiao Group Ltd., that points to a simple conclusion: as long as the aluminum market remains intact, the stock will be hard to sell down in any meaningful way.The macro logic is straightforward. China’s domestic electrolytic aluminum capacity is approaching the 45 million-ton ceiling, leaving limited room for new supply. Overseas capacity is constrained by power availability, natural gas costs, logistics and geopolitics. Demand may still move with the cycle, but electric vehicles, solar power, energy storage, grid investment, lightweight materials and AI-related infrastructure continue to raise the medium- and long-term floor for aluminum consumption.Guotai Haitong Securities has said in a research note that aluminum supply is likely to remain tight in 2026, and raised its target price for China Hongqiao to HK$43.2. Its reasoning included domestic operating capacity nearing the regulatory cap and a high copper-to-aluminum price ratio encouraging substitution demand. Separately, a CICC view cited by Futubull noted that after Qatar Aluminium and Aluminium Bahrain declared force majeure, LME aluminum once climbed to $3,418 a ton, creating room for a rerating as aluminum prices and per-ton profits rise.Hongqiao is different from a smelter that merely tracks aluminum prices. It has an integrated chain covering upstream bauxite resources, alumina, electrolytic aluminum and aluminum processing.Huayuan Securities said in an April 25 report that by the end of 2025 China Hongqiao had 21 million tons of alumina capacity at home and abroad, 6.46 million tons of compliant electrolytic aluminum capacity, and 970,000 tons of aluminum processing capacity. The report also said Hongqiao, as a member of the Winning Consortium, has exposure to bauxite resources in Guinea. In 2025, the consortium’s Boké bauxite exports exceeded 70 million wet metric tons, while Winning International expects shipments to surpass 90 million tons in 2026. Huayuan also estimated Hongqiao’s theoretical alumina self-sufficiency ratio at 171%.Those numbers matter. When aluminum prices rise, investors focus on earnings leverage. When supply chains tighten, they focus on resource certainty. Hongqiao has both.Guinea sits at the center of that logic. A previous report by Minmetals Futures showed that in the first 10 months of 2025, China imported 171.4 million tons of bauxite, up 30.11% from a year earlier. Imports from Guinea reached 127.43 million tons, up 38.37%. Guinea is no longer a marginal supplier. It is a core variable in China’s aluminum raw-material security. For ordinary aluminum producers, that dependence is a risk. For Hongqiao, with long-term mine access and logistics infrastructure, it is a moat.Huachuang Securities offered another angle in an April 3 report. China Hongqiao’s 2025 revenue rose 4.0% to 162.35 billion yuan, while net profit attributable to shareholders increased 1.2% to a record 22.64 billion yuan. Sales of aluminum alloy products reached 5.824 million tons, with the gross margin rising to 28.5%. Its debt-to-asset ratio fell to 42.25% from 48.24%. Huachuang set a HK$44 target price and maintained its “recommended” rating, while raising its 2026-2028 net profit forecasts to 32.15 billion yuan, 34.97 billion yuan and 38.29 billion yuan.Shareholder returns add another layer of support. Shenwan Hongyuan said in an April 2 report that China Hongqiao proposed a 2025 final dividend of HK$1.65 per share, implying a payout ratio of about 65.4%. During the year, the company spent HK$5.58 billion buying back 306 million shares, all of which were canceled. The broker maintained an “accumulate” rating and forecast net profit of 32.2 billion yuan, 34.4 billion yuan and 37.8 billion yuan for 2026-2028.Foreign brokers have also been constructive. According to an AASTOCKS summary, HSBC Research said Hongqiao’s 2025 results were solid, though slightly below expectations, and maintained a “buy” rating with a HK$41 target price. HSBC said aluminum looked more resilient than copper and gold within its coverage universe amid macro uncertainty. It also noted that Hongqiao was trading at about 7.7 times estimated 2026 earnings, with a dividend yield of roughly 9%, making the valuation attractive.That is the underlying reason Hongqiao is hard to push lower. In the short term, the stock will still move with Hong Kong market sentiment, capital flows and commodity-price volatility. But as long as aluminum’s price floor does not collapse, and as long as Guinea bauxite and overseas smelter disruptions remain live issues, the market will find it difficult to ignore Hongqiao’s earnings leverage, resource position and cash returns.Put more directly: aluminum prices give Hongqiao earnings upside; bauxite resources give it a valuation premium; dividends and buybacks give the stock a cushion.Cyclical stocks are most vulnerable when the pricing logic breaks. Hongqiao’s support now comes from more than aluminum prices. It comes from ore access, alumina self-sufficiency, its position on the cost curve and shareholder returns. As long as aluminum remains in demand, and as long as global supply chains continue to price in risks from energy, shipping and resource policy, every sentiment-driven pullback in Hongqiao looks less like the start of a reversal and more like another chance to buy.27/04/2026 Dissemination of a Financial Press Release, transmitted by EQS News.The issuer is solely responsible for the content of this announcement.Media archive at www.todayir.comEQS
Mon, Apr 27
Macau Pass Unveils AI Payment Assistant to Upgrade Local Payment Capabilities
A natural-language tool that enables businesses to integrate payment functions with a single prompt, accelerating digital adoption and AI deploymentMacau - 27 Apr 2026 - Macau Pass has launched its self-developed AI-powered payment integration tool, theAI Payment Assistant, and is making it available to local merchants, developers and ecosystem partners. The tool enables users to complete payment integration through natural-language prompts, reducing technical barriers and shortening development cycles for commercial applications. The launch comes as payments evolve from basic interface functions into core infrastructure supporting AI-powered services.Macau Pass, one of Macao’s leading fintech platforms, has built its business around local payments and digital lifestyle services. ItsMPayapp has become one of the city’s main mobile payment tools and is widely used by merchants and residents in everyday transactions. Building on this foundation, Macau Pass is further integrating payment capabilities with AI technology, enabling payments to move beyond simple connectivity toward AI-driven execution and become a key building block for the next generation of digital commerce.Traditional payment integration typically requires manual coding and technical coordination, resulting in long development cycles and high costs. With the new AI payment tool, developers can simply enter a request in natural language. For example, they can ask to build an application with ordering and payment functions, and the system will automatically generate the relevant code and integration logic. This significantly improves development efficiency and enables more merchants and developers to accelerate their digital transformation with lower barriers.The tool supports major local payment methods including Simple Pay，MPay, Alipay and WeChat Pay, and is also compatible with multiple cross-border e-wallets. It helps move AI beyond conversation into executable business capabilities, while also supporting Macao’s diverse payment needs as an international tourism hub and a key city in the Greater Bay Area.Macau Pass said as AI becomes an increasingly important driver of business efficiency, the company aims to standardize and make payment functions more intelligent. This ensures AI does not remain confined to the technical layer but can more effectively support merchant operations and industry development, while injecting fresh momentum into the local digital economy.Zhao Hao, Chief Technology Officer of Macau Pass, said: “In the AI era, payments are no longer just a tool for completing transactions, but core infrastructure that powers business operations and innovation. Through AI technology, Macau Pass aims to lower the barriers to innovation for merchants and developers, enabling more applications to move from idea to deployment more quickly, and enhancing overall business efficiency and industry vitality.”Looking ahead,Macau Pass will continue integrating AI, payments and local lifestyle services to build a more efficient and intelligent digital commerce ecosystem. The company aims to enhance digital experiences for Macao residents, create a more efficient operating environment for merchants, and support the city’s smart-city development and broader economic diversification.Public Relations, Macau Pass Group Holdings Ltd.MayEmail: myt455242@alibaba-inc.com27/04/2026 Dissemination of a Financial Press Release, transmitted by EQS News.The issuer is solely responsible for the content of this announcement.Media archive at www.todayir.comEQS
Mon, Apr 27
Option Focus | Microsoft Earnings Week Prices in ~7% Move; Large Trades Build $460/$490 Bull Call Spread While $430 Puts Attract Heavy Bearish Bets
Microsoft is scheduled to report its latest quarterly results on April 29, 2026, after the U.S. market close. In the run-up to the release, options activity has turned notably elevated, reflecting a complex positioning landscape. While consensus expectations call for robust revenue and EPS growth, d...Tiger News
Mon, Apr 27
ORCL: Big Bet on AI Compute—Are the Odds Enough?
Per Dolphin Research's earlier coverage, our core takeaway is that Oracle essentially resembles a scaled-up CoreWeave. The key swing factor is that surging AI compute demand could drive its compute rental revenue up by an order of magnitude or more. The main risk is the uncertainty of AI demand vs. ...Dolphin Research
Mon, Apr 27
24H｜Nuclear Stock X-Energy Soars Another 16% as IPO Momentum Continues With Strong Investor Demand
X-Energy stock rose another 16% in overnight trading, trading at $34. The stock extended its powerful debut rally after listing on Nasdaq just one day prior.The surge follows X-Energy's blockbuster IPO on April 25, which raised $1.02 billion at a final offering price of $23 per share — well above th...Tiger News
Mon, Apr 27
OpenAI Said to Develop AI Agent Smartphone With MediaTek, Qualcomm and Luxshare, Ming-Chi Kuo Says
OpenAI is working with MediaTek, Qualcomm and Luxshare on a new generation of AI-focused smartphones that could reshape the mobile industry, according to Hong Kong-based TF International Securities analyst Ming-Chi Kuo.Qualcomm shares jumped 9% in overnight trading.Kuo said MediaTek and Qualcomm are...Tiger News
Mon, Apr 27
SeaPRwire Enhances PR Links across Asia's Four Core Hubs
Hong Kong - April 27, 2026 - (SeaPRwire) - As one of the most economically dynamic regions in the world, the linkage between Asia's core business hubs is becoming increasingly close. To adapt to this trend and help multinational enterprises achieve highly efficient cross-regional PR synergy, SeaPRwire (https://seaprwire.com) announced today that it has officially completed a comprehensive strategic upgrade of its "one-stop" PR communication links across Japan, South Korea, Hong Kong, and Singapore.Japan, South Korea, Hong Kong, and Singapore, as Asia's four major economic and financial engines, each possess unique media ecosystems and business cultures, yet they are simultaneously the preferred choices for many multinational enterprises setting up Asia-Pacific headquarters. In the past, when enterprises conducted PR placements in these regions, they often had to interface with different local agencies, which not only incurred high communication costs but also made it difficult to guarantee brand tonality consistency. The core of SeaPRwire's upgrade this time is to break down geographical barriers and integrate top-tier media resources from these four regions in a modular, one-stop manner.Through the upgraded full-featured workbench, corporate PR teams only need to use a single background to simultaneously assign and monitor news distribution tasks in these four countries and regions. Based on the communication goals set by the enterprise, the AI system automatically coordinates the distribution rhythm of media across the four regions. Whether releasing strategies in Singapore, synchronizing with capital markets in Hong Kong, or conducting localized product promotions in Japan and South Korea, millisecond-level cross-border synergy and voice resonance can be achieved."Business competition in Asia has long ceased to be a solo fight; it is a contest of regional synergy," emphasized SeaPRwire's VP of Product. "By opening up the links across Japan, South Korea, Hong Kong, and Singapore, we aim to provide enterprises with a 'PR highway network' covering Asia's core economic circles. Enterprises can easily leverage the attention of mainstream media across the entirety of Asia as simply as distributing drafts locally."About SeaPRwireSeaPRwire is Asia’s leading AI-driven earned media management platform, purpose-built to empower PR and communications professionals. Through its flagship Branding-Insight Program, the platform connects clients to over 80,000 journalists and an influencer matrix reaching 300 million followers. Leveraging advanced AI, SeaPRwire helps users identify media targets, personalize pitches, and measure PR impact across key APAC markets, including Japan, China, Korea, and Southeast Asia.Media ContactCompany: SeaPRwireContact: Media Relations TeamEmail: cs@seaprwire.comWebsite: https://seaprwire.com27/04/2026 Dissemination of a Financial Press Release, transmitted by EQS News.The issuer is solely responsible for the content of this announcement.Media archive at www.todayir.comEQS
Mon, Apr 27
24H | Optical Communication Stocks Jump With POET Technologies Up Nearly 10%; Chip Stocks Extend Rally With TSMC, SOXL up About 4%; Navitas up 3%; Micron, Nvidia up over 1%
Optical communication stocks jumped in overnight trading. POET Technologies up nearly 10%; Corning, Coherent, Lumentum up around 1%.Chip stocks continued to rally in overnight trading. TSMC, SOXL up about 4%; Intel, Navitas up around 3%; Qualcomm, SanDisk up around 2%; Micron, Nvidia up over 1%.Tiger News
Mon, Apr 27
DeepSeek V4 Open Source Fuels Token Demand Surge; Xunce Tech's ARR Soars 300% QoQ
The open-sourcing of DeepSeek V4 is triggering renewed market attention toward the large language model (LLM) value chain. Industry consensus holds that as open-source models continue to improve in capability and inference barriers keep falling, enterprise-grade AI application deployment is entering a phase of broad-based acceleration. Token consumption across scenarios including intelligent customer service, agent collaboration, knowledge base Q&A, and business process automation is poised to enter a new cycle of explosive growth.Market observers note that in this phase of accelerated LLM adoption, the primary beneficiaries are not limited to foundational model providers alone. AI application infrastructure companies capable of handling high-frequency enterprise-level calls, accumulating vertical domain data, and generating sustained subscription revenues also command significant revaluation potential.Xunce Technology stands as a paradigmatic example of this investment thesis. With over a decade of deep cultivation in high-barrier industries, the company has built end-to-end capabilities spanning data acquisition, cleansing, standardization, real-time computation, and model fine-tuning—refining raw, heterogeneous, non-standardized data into vertical tokens that LLMs can directly and efficiently consume. This capability stack is not only technically demanding but also critically dependent on the continuous accumulation of long-term industry know-how. Having become deeply embedded in core enterprise business workflows, it remains difficult to replicate.From the latest performance metrics, the company's operational improvements are beginning to manifest in financial results. Xunce's 2025 results show AI revenue growing 105% year-over-year, inaugurating a second growth curve. In April 2026, Annual Recurring Revenue (ARR) related to token calls surged 300% quarter-over-quarter. Token-based paid revenue has already broken through 5% of total revenue, with a full-year target of lifting this to 20%–30%.Beyond revenue growth, the company's penetration across customer scenarios continues to deepen. Public disclosures indicate its services now span more than ten industries, including asset management, telecommunications, power, energy, robotics training platforms, commercial aerospace, and biotech. Market analysis suggests this diversified customer structure reflects deep integration with business workflows and real-time data processing demands, conferring stronger customer stickiness and commercialization certainty.More importantly, the impact of DeepSeek V4 is being reassessed. The core implication of open-source model iteration is not simple value compression across the industry, but rather increased model supply, reduced barriers to application development, and the embedding of AI into daily business operations for a growing number of enterprises. As model capabilities become universally accessible, enterprise focus is shifting from "whether we have a model" to "whether we have scenarios, whether we have data, whether we have stable access points."From this perspective, Xunce's investment logic is undergoing a fundamental transition.The market previously tended to categorize the company as a "LLM concept extension," leaving it vulnerable to sentiment volatility around foundation model competition, price wars, and open-source disruption. Yet as DeepSeek V4 drives further model proliferation, the enterprise-level inference calls, knowledge queries, customer service interactions, and agent execution demands that Xunce captures are instead seeing substantial volume expansion.In other words, the richer the model supply, the easier it becomes for enterprises to deploy AI; the more applications are deployed, the higher the value of vertical-domain calls. It is understood that Xunce's vertical token pricing has reached $10–$100 per million tokens—more than ten times that of Anthropic—and continues to rise based on specialized use cases.If the company continues to deliver positive signals on ARR and AI commercialization conversion rates, the market's valuation anchor for Xunce could shift from "model mapping" to "enterprise-grade AI application infrastructure."Overall, DeepSeek V4's open-source release represents not a simplistic model substitution narrative, but a systemic opportunity characterized by accelerated enterprise AI adoption, expanding token demand, and enhanced value in vertical scenarios.With AI revenue maintaining high growth, customer structures continuing to diversify, and application scenarios deepening, Xunce Technology is increasingly viewed as one of the most direct beneficiaries of enterprise-grade token demand growth in this wave of industry upgrading driven by open-source models.27/04/2026 Dissemination of a Financial Press Release, transmitted by EQS News.The issuer is solely responsible for the content of this announcement.Media archive at www.todayir.comEQS
Mon, Apr 27
24H | Some Chip and Crypto Stocks Rise; Organon Jumps Another 19%
Some chip stocks gained in overnight trading. Qualcomm and Intel rose 3%; TSMC, SanDisk, and Western Digital rose 2%; Seagate Technology and Micron Technology rose 1%. Some crypto stocks rose in overnight trading. BitMine, MARA Holdings, Strategy, and CleanSpark rose 2%; IREN, Circle, and Coinbase ...Tiger News
Mon, Apr 27
Top 10 HK Stock Gainers (4.24)
GUOXIA TECH(02655) rose 33.79%, with a trading turnover 1.9 Billion HKD, and a year-to-date fell 10.4%. PRODUCTIVE TECH(00650) rose 27.71%, with a trading turnover 57.5 Million HKD, and a year-to-date rose 181.9%. HUA HONG SEMI(01347) rose 15.18%, with a trading turnover 8.5 Billion HKD, and a year-to-date rose 45.5%.Longport
Sat, Apr 25
Top 5 HK Stock Gainers/Losers (>100B) (4.24)
HUA HONG SEMI(01347) rose 15.18%, with a trading turnover 8.5 Billion HKD, and a year-to-date rose 45.5%. SMIC(00981) rose 10.01%, with a trading turnover 12.4 Billion HKD, and a year-to-date fell 10%. MINIMAX-W(00100) fell 9.44%, with a trading turnover 2.0 Billion HKD, and a year-to-date rose 371.2%. KNOWLEDGE ATLAS(02513) fell 9.05%, with a trading turnover 3.0 Billion HKD, and a year-to-date rose 704.6%.Longport
Sat, Apr 25
Top 10 HK Stock Losers (4.24)
WELLCELL HOLD(02940) fell 55.82%, with a trading turnover 1.6 Billion HKD, and a year-to-date fell 28.7%. XUNCE(03317) fell 15.98%, with a trading turnover 1.3 Billion HKD, and a year-to-date rose 468.3%. WOER(09981) fell 14.19%, with a trading turnover 202.4 Million HKD, and a year-to-date fell 12.1%.Longport
Sat, Apr 25
Ratings Weekly | Tesla, Apple, Alphabet, Amazon, Intel, AMD, Texas Instruments, and More to Watch
Here are the biggest calls on Wall Street This Week:Bank of America reiterates Tesla as buyBank of America said it’s sticking with the stock following Wednesday’s earnings.“We rate Tesla shares Buy as we view the company as the current leader in consumer autonomy and expect it to quickly become a le...Tiger News
Sat, Apr 25
Weekly Winners | AMD Soars 25%; United Rentals Surges 22%; Texas Instruments and Intel Jump 21%
This week, which stocks lagged or dragged? Weekly Winners column keeps up with market trends, helping Tigers sort out the week's hottest sectors, stock winners and important news.Below are top 10 S&P 500 stock gainers for the week ended April 24:An "Incredible Week" for Chip MakersThe PHLX Semicondu...Tiger News
Sat, Apr 25
Top 5 CDRs Gainers/Losers (>100M) (4.24)
Troops(TROO) rose 13.14%, with a trading turnover 1.2 Million USD, and a year-to-date fell 3.1%. Hesai(HSAI) rose 6.38%, with a trading turnover 39.4 Million USD, and a year-to-date fell 0.3%. Microvast(MVST) fell 4.06%, with a trading turnover 6.5 Million USD, and a year-to-date fell 32.5%. Canadian Solar(CSIQ) fell 3.75%, with a trading turnover 37.8 Million USD, and a year-to-date fell 40.6%.Longport
Fri, Apr 24
Top 5 US Stock Gainers/Losers (>100B) (4.24)
Intel(INTC) rose 23.6%, with a trading turnover 23.0 Billion USD, and a year-to-date rose 123.7%. Arm(ARM) rose 14.76%, with a trading turnover 4.7 Billion USD, and a year-to-date rose 114.8%. Deere(DE) fell 4.95%, with a trading turnover 626.3 Million USD, and a year-to-date rose 21.2%. Eli Lilly(LLY) fell 3.67%, with a trading turnover 3.9 Billion USD, and a year-to-date fell 17.6%.Longport
Fri, Apr 24
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