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GANFENGLITHIUM Rallies ~7% at Midday; Worlds Largest Lithium Mine Cuts Full-Yr Output Forecast
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<Midday Takeaway>HSI Closes Midday at 25,862, Down 52 pts; HSTI Closes Midday at 4,882, Up 17 pts; SMIC Up over 8%; HAIXI PHARMA, ASMPT, KINGBOARD HLDG Hit New Highs
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<Commodity>G Sachs Estimates 6 Mths to Restore 88% of Lost Oil Output if Hormuz Strait Reopens
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<A Shrs> Three Major Indices Slip 0.6% to 2.2% at Midday; Lithium Miners and Chip Stocks Rise Against Trend; YOFC Falls Another 4.5%
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<Research> CMSI Raises NEW ORIENTAL TP to USD79 on Operational Optimization Driving Steady Growth
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SMIC/ HUA HONG SEMI Rally 8-12%, MINIMAX-W/ KNOWLEDGE ATLAS Feeble; DeepSeek Unveils New Model Adapted for Domestic Chips
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<Research> G Sachs: SK Hynix's Major Products to Sustain Favorable Pricing Trend for Longer
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<Research> Nomura Raises SK Hynix (000660.KS) Operating Profit Forecasts, Expects Long-term Supply Deals to Support High Profitability
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<Research> CMBI Raises NEW ORIENTAL TP to USD82; Stable Revenue Growth and Margin Expansion
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<Research>G Sachs Keeps Buy on XIAOMI-W; New Model Launches Reinforce Position as Leading Foundation Model Developer
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JD Launches 'New Product Omni-Channel 100B Plan', Targets Creating at Least 1,000 New Products with Annual Sales Exceeding RMB100M
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<Research>M Stanley Rates CHALCO as Overweight; 1Q NP in Line
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<Research>M Stanley: PA GOODDOCTOR 1Q Results Show Operations Progressing Toward Full-Yr Target; Rating Equalweight
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<Research>Haitong Int'l Keeps Rating at Outperform on SANDS CHINA LTD as 1Q Results In Line
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<Research>G Sachs: XIAOMI-W New Model Release Fortifies Position as Leading Foundation Model Developer; Rating Buy
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<Asia> Nikkei Rises 203 pts or 0.3% at Half-day; Ibiden (4062.JP) Surges 12%
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CN SAMR to Continuously Strengthen Oversight of Live Commerce, Investigate & Handle Illegal Acts According to Law
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<Research>M Stanley Rates TENCENT as Overweight; Hy3 Preview Open-Sourced
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<Research>Citi Reiterates CHALCO as Sector Top Pick as 1Q NP Hikes 56%
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DeepSeek Launches New-Gen Flagship Large Model with In-depth Adaptation to Domestic Chips
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