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CAAS News30 articles
MP Materials Gains Ahead of Holiday, Eyes Earnings and China Policy
MP Materials shares climbed 1.3% to $58.03 Friday, rebounding from a 5.4% drop. Markets are closed Monday for the holiday, with Q4 earnings and a China policy update next on the calendar.
Ucore Dips Ahead of China Rare Earth Policy Briefing
Ucore Rare Metals shares edged lower Friday as China announced a policy briefing on rare earth export controls, with markets closed Monday for Family Day.
Lilly Gains on China IBD Drug Approval, Oral GLP-1 Race Heats Up
Eli Lilly shares advanced nearly 2% after securing Chinese approval for its inflammatory bowel disease drug mirikizumab. Investors also await a key U.S. decision on the company's oral weight-loss pill expected in April.
Nvidia Gains on AI Data Center Expansion and Evolving China Export Policy
Nvidia shares advanced as Nebius Group announced a major data center investment and U.S. lawmakers indicated potential flexibility on certain chip exports to China.
Apple Shares Dip Amid Mixed China Data and Regulatory Concerns
Apple stock declined over 1% in early trading despite positive January sales data from China, as investors weighed regulatory scrutiny and inflation outlook.
Tesla Gains on Tencent WeChat Integration Amid China Auto Slump
Tesla shares edged higher premarket after Tencent Cloud announced WeChat-linked features for its China vehicles. The news comes as January auto sales in China fell sharply year-over-year.
Nvidia Gains on Samsung HBM4 Shipments Amid China Export Scrutiny
Nvidia shares advanced in premarket trading following Samsung's initial shipments of next-generation HBM4 memory, a critical component for AI accelerators. The company continues to navigate strict U.S. export controls on chip sales to China.
Applied Materials Settles $252M China Export Case, Shares Dip Ahead of Earnings
Applied Materials shares edged lower premarket after agreeing to a $252.5 million settlement over unauthorized chip equipment exports to China. The company reports quarterly results after the close.
GSK Shares Dip on China Vaccine Timeline and Executive Stock Sales
GSK shares fell 1.5% in early London trading as China's regulatory review for its Arexvy RSV vaccine is set for a 2027 decision. The decline coincided with disclosures of executive share sales to cover tax obligations.
Tesla Slips on China WeChat Integration Amid Broader Market Jitters
Tesla shares declined 0.5% as Tencent Cloud announced a partnership to bring WeChat features to its vehicles in China. The move comes against a backdrop of weak Chinese auto sales and anticipation of U.S. inflation data.
Tesla Shares Edge Lower Amid Leadership Shift and China Tech Partnership
Tesla stock dipped 0.2% in premarket trading following a management reshuffle and a new collaboration with Tencent for WeChat integration in Chinese vehicles. The company also faces labor tensions at its German plant.
Cisco Unveils AI Networking Chip, Rivals Slip on China and Capex Concerns
Cisco introduced a new networking chip for AI data centers, intensifying competition with Nvidia and Broadcom. Meanwhile, AI hardware stocks faced pressure from U.S.-China licensing scrutiny and investor worries over capital spending.
Eli Lilly shares retreat as $2.4B Orna acquisition and China partnership draw scrutiny
Eli Lilly's stock declined 0.9% as investors assessed the company's strategic moves into cell therapy and Chinese drug development. The market is weighing increased pipeline spending against intensifying competition in obesity treatments.
GSK's RSV Vaccine Advances in China Review, Analysts Adjust Targets
GSK's respiratory syncytial virus vaccine Arexvy has entered regulatory review in China, a key market for adult immunization. The stock declined Monday despite several brokerages raising price targets.
Applied Materials Gains Ahead of Q1 Report; Focus on Chip Tool Demand and China Outlook
Applied Materials shares advanced 2.5% to $330.57 as investors await Thursday's fiscal first-quarter results, with attention on semiconductor equipment demand and the impact of U.S. export restrictions on China sales.
China's Treasury Caution Weighs on Dollar, Japan's Election Spurs Nikkei Rally
The U.S. dollar weakened as China advised banks to limit Treasury holdings, while Japan's Nikkei surged to a record high following Prime Minister Takaichi's election victory and tax cut pledge.
Goldman Downgrade Weighs on China Mobile as 5G Expansion Pace Slows
China Mobile shares fell 2.1% in Hong Kong after Goldman Sachs cut its rating to Neutral, citing a cooler outlook for 5G base station deployments in 2026 and 2027.
China Mobile Faces VAT Hike Impact as Inflation Data and Earnings Loom
China Mobile's A-shares trade near 95 yuan as a VAT increase on telecom services pressures profits. Investors await February inflation figures and the company's March earnings report.
Bank of China Shares Slip Ahead of Key Inflation Data Release
Bank of China's Shanghai-listed A-shares declined 0.93% to 5.35 yuan on Friday as investors await crucial CPI and PPI figures this week. The data could influence monetary policy and bank profitability outlooks.
L'Oréal Shares Dip Ahead of Annual Results; China Demand, Margins in Focus
L'Oréal shares closed slightly lower ahead of its 2025 annual results release. Analysts anticipate sales near €44.1 billion, with investor attention on guidance and Chinese market performance.
Intel Shares Surge on China Server CPU Supply Crunch
Intel stock climbed nearly 5% Friday amid reports of server processor shortages and price increases in China, with delivery delays extending up to six months.
PetroChina A-Shares Approach 52-Week High Amid Oil Volatility, CPI Data Awaited
PetroChina's A-shares rose 2.3% to 10.77 yuan, nearing a yearly peak as crude prices fluctuated. Upcoming Chinese inflation data and geopolitical tensions may dictate the stock's next direction.
Agricultural Bank of China Shares Decline Ahead of Inflation Data and Holiday Closure
Agricultural Bank of China's A-shares fell 0.45% as broader markets retreated, with investors focused on upcoming CPI figures and the Spring Festival trading halt.
Tesla Shares Rebound on Solar Hiring Push, AI Expansion in China
Tesla stock rose 3.5% to $411.11 Friday, recovering from weekly losses as executives outlined hiring for a major U.S. solar manufacturing initiative and the company launched an AI training center in China.
Longsys Issues New Guarantees for Overseas Units, Investors Eye China Data
Longsys Electronics disclosed fresh financial guarantees for subsidiaries in Hong Kong and Brazil, bringing its total approved guarantee quota to 11 billion yuan. Shares closed lower ahead of key Chinese economic data releases this week.
Intel Shares Surge on AI Demand and China Supply Constraints
Intel stock climbed nearly 5% to $50.59 as AI-driven data center spending boosts chip sector. Supply delays in China and a potential investment in AI startup SambaNova Systems add momentum.
China Life Insurance Shares Dip Ahead of Key Inflation Data Release
China Life Insurance's A-shares fell 0.75% to 47.47 yuan as markets closed Friday, with investors awaiting January inflation figures due February 11. The broader Shanghai Composite declined 0.25%.
China Mobile A-Shares Dip as BeiDou Satellite Service and Tax Hike Weigh on Telecom Outlook
China Mobile's A-shares edged lower ahead of the weekend, with investors eyeing the rollout of BeiDou satellite messaging and potential margin pressure from a higher VAT rate on telecom services.
Bank of China A Shares Dip Amid Former Executive's Party Expulsion
Bank of China's Shanghai-listed A shares fell 0.93% to 5.35 yuan as state media reported the expulsion of former vice president Lin Jingzhen from the Communist Party for disciplinary violations.
Intel Surges 4.9% to $50.59 Amid AI Investment Buzz, China Supply Concerns
Intel shares rallied nearly 5% to $50.59 Friday as reports of server chip shortages in China and a planned AI investment attracted buyers. Key U.S. economic data due next week could impact tech stocks.