Alphabet (GOOGL, Buy, $210 target) Addressing the Top Questions on th...

The #1 set of incoming investor questions (by far) this year are about the future of AI Search & Chatbot convergence, and the volume has increased in recent weeks. This has been a major focus of our research and will continue to be throughout 2025. These are the most popular questions and our research addressing each one.

Daily Views on Tech Headlines

Xiaomi Corp (1810 HK): Takeaways from Xiaomi YU7 and AI Glasses launch...

Xiaomi officially launched the YU7 SUV model, along with the AI Glasses and a range of other smartphones and IoT products. Specifications and pricing for YU7 are in line, but its initial orders in the first hour has surpassed 289,000 units which is well above our/market expectations, and this is usually a solid indicator of positive share price performance in the coming days. Maintain BUY and keep target price at HK$69.90.

Wedbush Morning Call - Jun 27 2025 7:00AM

The Race to $4 Trillion Market Cap Has Begun With Microsoft and Nvidia...

Regional Morning Meeting Notes: Friday, June 27, 2025

GREATER CHINA Sector Automobile: Weekly: PV sales up 26% yoy on last-minute buying before promotions end. Maintain MARKET WEIGHT on the sector. Top BUYs: CATL, Desay SV and Tuopu. Education: Ramping up AI+ initiative; focusing on profitability with solid growth pillars. Update Xiaomi Corp (1810 HK/BUY/HK$56.90/Target: HK$69.90): Takeaways from Xiaomi YU7 and AI Glasses launch event. Strong initial demand with YU7 orders surpassing 289,000 within the first hour. Maintain BUY. SINGAPORE Sector RE...

Greater China Daily: Friday, June 27, 2025

KEY HIGHLIGHTS Sector Automobile China’s PV insurance registrations grew 26% yoy, 40% mom and 22% wow in the 25th week of 2025, with a PEV market share of 51.6%. BYD’s sales surge on discounts is unsustainable, and long-term growth will rely on product innovations and overseas expansion. China’s vehicle exports jumped 21% yoy in May, with EVs up 43% and PHEVs soaring 134%. Maintain MARKET WEIGHT. Top BUYs: CATL, Desay SV and Tuopu. Education We have an optimistic outlook on the education se...

The Great Replatforming, part I – the Special Theory

Capex ROI is the trending question these days, but what does it actually mean? In a “replatforming”, capex are enablers of revenue growth and productivity enhancements, as long as they are the foundation for a good “right to make money” (a defensible competitive advantage) and meet good demand. Our “Special Replatforming Theory” looks at how it has been at play for a decade already at hyperscalers, and how we expect the next 10 years to play out, with AI bringing an even more capital-intensive...

Wedbush Morning Call - Jun 26 2025 7:04AM

Daily Views on Tech Headlines

Takeaways from Advisor Call: Early Days for Agentic Shopping

Greater China 2H25 Market Strategy: A Big Beautiful Deal?

 Trade deal in focus. Notwithstanding the 90-day truce on tariff escalation, it is still a 50/50 if there will be a “Big Beautiful Deal” between the US and China. The US is steadfast in wanting to cap China’s growth and restricting her access to the latest technology, while China is making a firm stand on its economic rights. We expect that higher US tariffs on Chinese goods are unavoidable, likely closer to the 60% mark, if Trump were to be seen making a credible move to onshore production in ...

Director's Cut: More Sanguine on Near-Term Market Outlook

Daily Views on Tech Headlines

Wedbush Morning Call - Jun 25 2025 7:03AM

Reminder: Wedbush Invite: Advisor Call - Agentic Shopping | Today | 11...

Daily Views on Tech Headlines

Wedbush Morning Call - Jun 24 2025 6:52AM

Wedbush Invite: Advisor Call - Agentic Shopping | June 25 | 11AM ET

Daily Views on Tech Headlines