The Hang Seng Index surged by 446 points, reclaiming the 26,000 level. CATL hit a record high as AI computing power concept gained traction again. Tesla's completion of the AI5 chip is positive for its stock price; investors may consider the Southern Two-Times Long Tesla product.

The US and Iran are considering extending the ceasefire agreement by two weeks. Overnight, the Nasdaq and S&P 500 in the US both reached historic highs, driving today’s Asia-Pacific stock markets to perform well across the board. The Nikkei 225 hit another record high, while South Korean stocks rose more than 2%. Mainland China announced Q1 GDP data, showing 5% growth surpassing expectations and reaching a 9-month high. Although retail data was weaker than expected, the overall positive sentiment drove Hong Kong stocks to open 175 points higher at 26,122, which was the day's low. As the AI computing power concept rapidly heated up and tech stock gains continued to expand, the Hang Seng Index steadily climbed upwards, closing near its peak at 26,394 points, up 446 points or 1.72%, marking the third consecutive day of gains with a turnover of 256.2 billion HKD. The Hang Seng Tech Index closed at 5,092 points, up 180 points or 3.67%, breaking back above the 5,000-point mark; the Hang Seng China Enterprises Index closed at 8,905 points, up 186 points or 2.14%. Among blue-chip stocks, 61 rose, 26 fell, and 3 remained unchanged. Southbound capital net inflow was 4.291 billion yuan.

CATL$CATL (03750.HK)$ (3750) reported Q1 net profit of approximately 20.738 billion RMB, a year-on-year increase of 48.5%, and non-GAAP net profit of 18.1 billion RMB, rising by 52.9%, both exceeding market expectations. Multiple major banks collectively raised their target prices, leading to a full-day rebound in the stock price, which once surged to 729 yuan, ultimately closing at 714.5 yuan, up 59 yuan or 9%, hitting a new all-time high since listing, making it the best-performing blue-chip stock of the day. Lithium miner Ganfeng Lithium $GANFENGLITHIUM (01772.HK)$ (1772) also rose today by 5.7 yuan or 7.27%, closing at 84.15 yuan, hitting a new historical high; Tianqi Lithium $TIANQI LITHIUM (09696.HK)$ (9696) rose by 2.8 yuan or 5.2%, closing at 56.65 yuan.

The supply and demand for AI computing power continues to be tight, with multiple companies successively raising the prices of their computing products. Tech stocks were one of the market's focal points today. Alibaba $BABA-W (09988.HK)$ (9988) subsidiary AliCloud announced that starting next month, it will raise the prices of some AI model services by 2%-7%. It also launched a 3D interactive AI model called Happy Oyster, which can be used for gaming and film development. The stock price surged throughout the day, climbing 7.2 yuan or 5.6%, closing at 135.8 yuan. One major bank predicts Baidu $BIDU-SW (09888.HK)$ Alibaba's (9888) cloud business revenue in the first quarter rose 40% year-on-year, far exceeding market expectations. Its share price surged by 8.8 yuan or 7.69%, closing at 123.3 yuan, making it the second-best performing blue-chip stock today; Tencent $TENCENT (00700.HK)$ (0700) increased by 18 yuan or 3.61%, closing at 517 yuan; NetEase $NTES-S (09999.HK)$ (9999) rose by 8.9 yuan or 5.01%, closing at 186.6 yuan; Meituan (3690) gained 2.45 yuan or 2.84%, closing at 88.75 yuan; Kuaishou $KUAISHOU-W (01024.HK)$ (1024) climbed by 1.4 yuan or 3.07%, closing at 47.06 yuan.

AI large model stocks resumed their upward trend today. MINIMAX $MINIMAX-W (00100.HK)$ (0100) soared by 53 yuan or 6.25%, closing at 900.5 yuan; Zhipu $KNOWLEDGE ATLAS (02513.HK)$ (2513) rose by 16 yuan or 1.85%, closing at 883 yuan; XunCe $XUNCE (03317.HK)$ (3317) increased by 31.6 yuan or 10.1%, closing at 344.4 yuan; DeepExi Technology $DEEPEXI TECH (01384.HK)$ (1384) surged by 18.65 yuan or 29.46%, closing at 81.95 yuan.

GPU concept stocks became the most eye-catching sector today. Reports indicate that Biren Technology’s revenue will reach 1.035 billion yuan in 2025, a year-on-year increase of 207.2%. The rapid growth in revenue is mainly due to the full-scale mass production and large-scale delivery of Biren Technology's general-purpose GPU products BR106 and BR166 in the second half of the year. Biren Technology $BIREN TECH (06082.HK)$ Tianzhu AI (6082) surged 10.28 yuan or 26.65% for the day, closing at 48.86 yuan, hitting a new high since its IPO. $ILUVATAR COREX (09903.HK)$ CATL (9903) rose 64.8 yuan or 17.47%, closing at 435.8 yuan, with its market value surpassing 100 billion; GigaDevice (3986) $GIGADEVICE (03986.HK)$ rose 54.8 yuan or 13.4%, closing at 462.4 yuan; Montage Technology (6809) gained 16.2 yuan or 8%, closing at 218.6 yuan; SMIC $SMIC (00981.HK)$ (0981) increased by 0.65 yuan or 1.1%, closing at 59.95 yuan; Hua Hong Semiconductor $HUA HONG SEMI (01347.HK)$ (1347) rose 1.2 yuan or 1.33%, closing at 91.6 yuan.

In other individual stock movements, Lens Technology $LENS (06613.HK)$ (6613) reported a shift from profit to loss in the first quarter and was downgraded by several brokerages, causing its stock price to plunge 12.67% for the day, closing at 17.17 yuan, hitting a record low. Domestic retail data underperformed expectations, with Tingyi Holdings $TINGYI (00322.HK)$ (0322) falling 0.46 yuan or 3.47%, closing at 12.79 yuan, making it the worst-performing blue-chip stock of the day; Laopu Gold $LAOPU GOLD (06181.HK)$ (6181) dropped 18 yuan or 2.68%, closing at 655 yuan; Mengniu Dairy $MENGNIU DAIRY (02319.HK)$ (2319) fell 0.34 yuan or 1.99%, closing at 16.71 yuan; Autonomous driving system provider Pony AI $PONY-W (02026.HK)$(2026) Benefiting from Uber's commitment to invest $10 billion in developing self-driving taxis, the stock price rose by 8.75 yuan or 10.93%, closing at 88.8 yuan; Hesai$HESAI-W (02525.HK)$(2525) was included in southbound capital trading, rising by 5.3 yuan or 2.9%, closing at 189.2 yuan; Haidilao$HAIDILAO (06862.HK)$(6862) rumors suggest that 'the strongest server' Yang Lijuan has returned to headquarters to take charge of the Red Pomegranate Plan, with the stock price increasing by 0.98 yuan or 6.77%, closing at 15.45 yuan.

Sige New Energy$SIGENERGY (06656.HK)$(6656) debuted today, closing at 659.5 yuan, a sharp increase of 103.42% compared to the IPO price of 324.2 yuan, with investors making a paper profit of 33,530 yuan per lot.

The latest news on Tesla (TSLA) indicates that Tesla’s AI chip design team has completed the taping out of the AI5 chip, 45 days ahead of schedule. Elon Musk also stated that this would be one of the highest production AI chips globally, used for autonomous driving and robotics businesses. This news drove TSLA’s stock price significantly higher, surging over 8% overnight. The news reflects Tesla’s acceleration in transforming from a pure electric vehicle manufacturer to an AI and robotics technology company. Short-term share prices may be driven by the progress of the chip. Investors optimistic about Tesla's short-term development can pay attention to the CSOP 2x Leveraged Long Tesla ETF (7766), whose stock price closed at 118.15 yuan today, up 16.9 yuan or 16.69%. Investors should also note that ETFs are leveraged, with greater stock price volatility, and may not fully track asset prices synchronously. Tracking errors may occur due to management fees or market factors, making them more suitable for short-term trading investments.$CSOP Tesla Daily (2x) Leveraged Product (07766.HK)$(7766), today's stock price closed at 118.15 yuan, up 16.9 yuan or 16.69%. Investors should also note that ETFs are leveraged, with greater stock price volatility, and may not fully track asset prices synchronously. Tracking errors may occur due to management fees or market factors, making them more suitable for short-term trading investments.

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