Core Viewpoint - The market sentiment is cautious amid reduced expectations for a Federal Reserve interest rate cut, with Hong Kong stocks showing mixed performance, particularly in the technology and gold sectors [1] Group 1: Market Performance - The Hang Seng Index rose by 0.37% to close at 26,585.06 points, with a total turnover of HKD 250.45 billion [1] - The Hang Seng Tech Index increased by 1.11%, closing at 5,746.3 points, indicating strong performance in technology stocks [1] - Semiconductor stocks, led by SMIC, saw significant gains, with SMIC rising by 3.69% to HKD 77.25, contributing 19.94 points to the Hang Seng Index [2][3] Group 2: Sector Highlights - Gold stocks surged as spot gold prices broke through USD 4,800, with notable increases in companies like Datang Gold, which rose by 10.29% [3][4] - The robotics sector was active, with MicroPort Robotics increasing by 17.3% to HKD 30.92, driven by advancements in humanoid robot technology [4][5] - Lithium stocks experienced a collective rise, with Ganfeng Lithium up by 5.54% to HKD 65.7, influenced by a significant increase in lithium carbonate futures prices [6][7] Group 3: Company Developments - The Ministry of Industry and Information Technology plans to promote humanoid robot technology and support the industry through investment funds and standardization efforts [5] - UBS highlighted that China National Heavy Duty Truck is expanding its market presence, particularly in Brazil and Europe, with expectations of exceeding 150,000 heavy truck exports this year [8] - Neway International's stock fell by 22.79% after announcing a conditional agreement to acquire stakes in COPE Holding and Hyperlining Holding, reflecting challenges in the cross-border e-commerce logistics sector [12]

Core Viewpoint - The company, New World Development (01686), has seen its stock price increase by over 30% this month, with a current rise of 10.13% to HKD 6.09, and a trading volume of HKD 1.81 billion [1] Group 1: Company Developments - The company will participate in the PTC'26 conference in Honolulu, scheduled from January 18 to January 21, 2026, where it will showcase its next-generation AI-ready data center solutions and share customer success stories [1] - The company aims to assist large-scale cloud service providers and enterprise clients in accelerating AI deployment and regional expansion through its AI data platform [1] Group 2: Market Position and Financials - According to a previous report by Open Source Securities, the company has been deeply involved in the IDC industry in Hong Kong for 25 years and holds the leading position in network interconnection services in Asia [1] - The company is backed by its major shareholder, Sun Hung Kai Properties, one of the largest property developers in Hong Kong, providing advantages in land, electricity, financing, and engineering [1] - As of the first half of 2024, the company is expected to hold approximately 33% market share in the Hong Kong IDC market based on IDC square footage [1] - By the end of 2024, the company will have eight operational data centers with an IT power capacity of 103 MW and an utilization rate of 88% [1]

Group 1 - The core viewpoint of the article highlights that New Idea Network Group (01686) has seen its stock price increase by over 30% this month, with a current rise of 10.13% to HKD 6.09 and a trading volume of HKD 181 million [1] - The company will participate in the PTC'26 conference in Honolulu, showcasing its next-generation AI-ready data center solutions and sharing customer success stories from January 18 to January 21, 2026 [1] - New Idea Network has been deeply involved in the IDC industry in Hong Kong for 25 years, holding the largest network interconnection service in Asia, supported by its major shareholder, Sun Hung Kai Properties, which is one of Hong Kong's largest property developers [1] Group 2 - The company is projected to hold approximately 33% market share in the Hong Kong IDC market by square footage in the first half of 2024 [1] - As of the end of 2024, the company operates eight data centers with an IT power capacity of 103 MW and an 88% utilization rate [1]