During IF26, investor interest in the global humanoid robotics industry remained strong, but discussions have clearly shifted from understanding the technology/industry to evaluating commercialization, value capture and investment opportunities, CLSA said in a research report. The broker maintained a highly constructive view on the long-term prospects of the humanoid robotics industry.

Investors are increasingly focused on identifying potential winners, assessing supply chain beneficiaries, and monitoring key catalysts such as the roadmap for Tesla, Inc. (TSLA.US) Optimus Gen3 and the industry's move toward mass production. Discussions are also placing greater emphasis on the commercialization timelines, production capacity ramp-up, and real-world deployment cases of leading US and Chinese developers, rather than debating whether the technology itself is feasible.

The broker said market expectations for catalysts are broadly in line with its views, including the listing of YUSHU TECHNOLOGY (688836.SH), the Tesla's Optimus Gen3 roadmap, and future funding rounds for leading private developers. More importantly, the transition from pilot deployments to mass production over the next 3-18 months may be the most important catalyst for boosting market confidence in commercialization.
~

AASTOCKS Financial News
Website: www.aastocks.com

Chinese automakers are ambitiously expanding exports amid meager domestic sales and competition from more than 100 domestic rivals, CLSA said in a research report. At the CITIC investor forum, CLSA met with investors and mainly discussed how Japanese automakers can respond to Chinese competition outside China, the acceptance of Chinese imported vehicles across different countries, and how automakers operate under low-growth industry conditions and geopolitical pressure.

The broker noted that markets most vulnerable to penetration by Chinese automakers are countries without domestic automobile industries, such as Australia and Singapore, where Chinese automakers already have relatively high market share. This is followed by markets with domestic automobile industries, such as the US, the European Union and India, which have established high tariff barriers, while the EU Industrial Acceleration Act also poses risks.

CLSA's top picks in the global auto sector are Nissan Motor (7201.JP), Suzuki (7269.JP) and General Motors Company (GM.US). Nissan was rated High Conviction Outperform with a TP of JPY600, supported by cost reductions, attractive hybrid model launches and higher utilization at US plants. Suzuki was rated Outperform with a TP of JPY2,300, as the broker believed high growth in its India business could drive earnings above expectations.

General Motors Company (GM.US) was rated Outperform with a TP of USD105, with nearshoring production and new growth businesses expected to support re-rating. The broker rated Tesla, Inc. (TSLA.US) Underperform with a TP of USD320, while Toyota (7203.JP) was rated Outperform with a TP of JPY3,700.
~

AASTOCKS Financial News
Website: www.aastocks.com

Advanced Micro Devices, Inc. (AMD.US) CEO Lisa Su is expected to visit South Korea next month to meet with executives of South Korean semiconductor companies and government officials, South Korean media reported.

This will mark Lisa Su's second visit to S Korea in about seven months following her trip in March this year. She is considering attending a conference in Seoul on October 8, where participants are expected to include CEOs of major South Korean AI semiconductor companies.

She may also meet with South Korean Deputy Prime Minister and Minister of Science and ICT Bae Kyung-hoon during the event.

The report added that Su is also arranging meetings with executives of major South Korean companies, including Samsung Electronics.
~

AASTOCKS Financial News
Website: www.aastocks.com

Meta Platforms, Inc. (META.US) announced the establishment of Meta Enterprise Platform, a new business unit focused on bringing the company's AI capabilities to enterprise clients and developers, BofA Securities said in a report. CEO Mark Zuckerberg described this as the next major pillar of Meta's business. The broker maintained its Buy rating and USD810 TP on Meta.

The broker noted that the initial products include Muse agent, Meta Business Agent, Muse API and Muse Code. The company also hired MongoDB CEO Chirantan CJ Desai as Chief Enterprise Platform Officer, and the broker expects him to focus on driving product sales.

The new platform is not entirely unexpected, said the broker. Meta's launch of enterprise AI solutions could generate more sustainable monetization revenue that is less affected by macro conditions. The enterprise AI solutions market is expected to exceed USD1 trillion by 2028, while Meta's consumer data and communication applications may help it sell AI products to consumer-oriented enterprises.
~

AASTOCKS Financial News
Website: www.aastocks.com

特別推出演唱會門票禮遇 所享非凡全球通迎新賞

香港2026年9月30日 /美通社/ -- 中國移動香港有限公司（下稱「中國移動香港」）欣然宣佈，旗下尊尚品牌「全球通優越會」（GoTone Privilege Club）榮膺「宏利保險隆重呈獻About Life 劉德華巡迴演唱會—香港站」官方指定電訊商，並於即日起推出「全球通迎新賞」*，新客戶及現有客戶均有機會獲贈演唱會門票。演唱會將於2026年12月18日起在紅磡香港體育館舉行，讓客戶與摯愛親友一同感受劉德華的舞台魅力，在動人歌聲中共度精彩跨年時光。

尊享禮遇連繫文化生活 與會員共赴音樂盛宴
「全球通優越會」致力以多元化尊享禮遇，打造融合文化、科技與生活方式的尊尚服務平台，讓會員「所行無界，所享非凡」。繼今年三月攜手巴塞爾藝術展香港展會（Art Basel Hong Kong），呈獻數碼藝術項目「Zero 10」亞洲首展後，今次再透過「宏利保險隆重呈獻About Life 劉德華巡迴演唱會—香港站」，將尊尚體驗由通訊服務延伸至娛樂生活，為會員締造難忘回憶。

全球通迎新賞 新客戶尊享雙人演唱會門票
即日起至2026年12月4日，新客戶上台選用指定「5.5G全球通Privilege服務計劃」，並簽訂36個月合約，即可透過「全球通迎新賞」獲贈演唱會連位門票兩張。選用月費HK$599計劃，可獲贈兩張各面值HK$980的連位門票；選用月費HK$899或HK$1,299計劃，則可獲贈兩張各面值HK$1,380的連位門票。

參加上述優惠的客戶須預繳HK$4,000，並於2026年12月4日晚上11時59分前啟動相關服務。門票領取安排將於2026年11月中旬起，陸續透過發送的短訊及電郵通知。優惠名額有限，先到先得，送完即止。

除了演唱會門票外，隨服務計劃更免費尊享36個月鑽石會籍，總價值達HK$23,400。會籍包括本地指定私人會所、米芝蓮星級饗宴、世界級表演及機場貴賓室等禮遇。「全球通優越會」持續豐富會員的生活體驗，並正精心籌備更多專屬驚喜活動，為客戶提供更多親臨現場欣賞「宏利保險隆重呈獻About Life 劉德華巡迴演唱會—香港站」的機會。有關詳情，敬請留意中國移動香港官方網頁及社交平台公佈。

如欲了解詳情，請瀏覽：https://www.hk.chinamobile.com/tc/home/andy-lau-2026

*優惠受相關條款及細則約束。
 

— 完 —

關於中國移動香港有限公司 
中國移動香港有限公司（簡稱「中國移動香港」）隸屬中國移動有限公司（簡稱「中國移動」），《財富》雜誌「全球500強」企業，香港聯交所股份代號：941；於1997年1月正式提供服務，成為全港首個PCS流動網絡商。

作為全球最多客戶流動網絡品牌*，公司為客戶提供創新及多元化的5G通訊服務，包括話音、數據、IDD及國際漫遊等，並一直致力發展5G與人工智慧、物聯網、雲端計算、大數據等新技術結合，幫助各行各業實現5G的應用，推動大灣區智慧城市群建設與發展。

*中國移動香港有限公司為中國移動有限公司全資附屬公司。截至2025年12月31日，中國移動有限公司在全球擁有最多流動網絡客戶。

Counterpoint Research estimated Apple (AAPL.US) iPhone Duo sales to reach around 6 million units this year, close to the level of the niche foldable smartphone market in general. Final sales will hinge on Apple's progress in ramping up production capacity.

Market research firm IDC estimated that after the launch of the iPhone Duo, overall foldable smartphone shipments this year will hike 13% YoY to 22.9 million units.

Counterpoint said Apple's iPhone 18 Pro series launched this month manifested a strong start in the China market, with sales hiking 12% compared with the initial sales of the iPhone 17 Pro series.
~

AASTOCKS Financial News
Website: www.aastocks.com

NVIDIA Corporation (NVDA.US) entered talks with insurers to discuss sharing the risks of loans backed by its chips as collateral, Financial Times, citing sources, reported. Nvidia proposed various structural arrangements to insurers to transfer part of the risk of capital-intensive semiconductor financing to insurers and other investors.

One of the proposed structures would provide insurance for loans extended to emerging cloud computing companies, sources divulged. If these companies default and the resale value of NVIDIA chips pledged as collateral is insufficient to repay lenders, the insurance would provide compensation.

Nvidia's approach shows the company is leveraging Wall Street, private capital and the insurance industry to explore different financing structures to help broaden the customer base purchasing its chips.

Nvidia CEO Jensen Huang previously said chips should be viewed as an "investable asset class" similar to other expensive and durable technology equipment such as aircraft, which support sophisticated financial structures that transfer risks and costs between users and investors.
~

AASTOCKS Financial News
Website: www.aastocks.com

Microsoft Corporation (MSFT.US) has gained broader market recognition for its cloud and software businesses, potentially driving its share price toward its best quarterly performance in nearly three decades.

Microsoft shares have leaped 36.4% so far in the third quarter, on track for their strongest quarterly performance since a 38.5% gain in 1Q98. According to market data, the stock had slipped 23.5% in 1Q26, marking its worst quarterly decline since the 2008-2009 financial crisis.

StoneX analyst Yi Fu Lee said the market has recently shown greater recognition of the value of Microsoft's diversified businesses, while the company has also benefited from capital flows seeking high-quality assets. Investors seeking artificial intelligence investment opportunities are increasingly viewing Microsoft as one of the highest-quality platforms in the technology sector.
~

AASTOCKS Financial News
Website: www.aastocks.com

US President Donald Trump said after meeting with technology industry executives at the White House that senior tech executives agreed to establish voluntary AI standards, and reiterated support for rapidly expanding data centers.

According to the agreement text released by Trump on his social media platform, the companies agreed to work with independent auditing bodies to assess whether AI systems operate according to the intentions of their designers. The companies also stated that they would strive to ensure AI tools would not intrude into or access technical systems in unintended ways.

Executives attending the meeting hosted by Trump included OpenAI President Greg Brockman, Anthropic CEO Dario Amodei, Meta Platforms, Inc. (META.US) CEO Mark Zuckerberg, Alphabet Inc. (GOOGL.US) CEO Sundar Pichai, and NVIDIA Corporation (NVDA.US) CEO Jensen Huang.

Trump also said he is considering establishing a 10-member committee to oversee AI safety, and will soon appoint a new official to lead the White House's AI policy.
~

AASTOCKS Financial News
Website: www.aastocks.com

香港2026年9月30日 /美通社/ -- 中國平安保險（集團）股份有限公司（「平安」）旗下海外資產管理平台——中國平安資產管理（香港）有限公司（「中國平安資產管理（香港）」或「公司」）欣然宣佈，公司推出的兩隻交易所買賣基金(ETF)——平安人工智能精選ETF（港元櫃台：03510/ 美元櫃台：41510）及平安醫療保健50精選ETF（港元櫃台：03500/ 美元櫃台：41500）於香港聯合交易所有限公司（「香港聯交所」）正式掛牌上市。

平安人工智能精選ETF（港元櫃台：03510/ 美元櫃台：41510）緊貼Solactive G2 人工智能精選淨收益指數的表現（扣除費用及開支前）。該指數是淨收益、自由流通市值加權指數，涵蓋在中國香港及美國上市、並符合流動性要求的人工智能企業的證券投資組合。其成分股佈局於AI產業鏈三大主線：AI基礎設施、AI軟件平台以及AI應用。指數選股池採用多維篩選入池機制，根據全球AI科技趨勢動態更新。

平安醫療保健50精選ETF（港元櫃台：03500/ 美元櫃台：41500）追蹤Solactive G2醫療保健50精選淨收益指數的表現（扣除費用及開支前）。該指數是淨收益、自由流通市值加權指數，覆蓋50家於中國香港及美國上市的醫療保健頂尖企業，從技術研發到商業化渠道，覆蓋醫藥及生物科技革命關鍵環節，助力投資者把握醫療保健產業鏈的投資機遇。

「繼我們現有三支均被納入南向互聯互通的ETF之後，我們再度針對投資者的需求，推出兩支成長主題ETF。」中國平安資產管理(香港)資本市場負責人、首席投資官汪新翼先生表示，「人工智能產業不斷出現的新技術突破正在帶動AI全產業鏈。平安人工智能精選ETF投資涵蓋AI基建、AI平台、AI應用三大領域，分散聚焦單一領域的風險，把握技術革新帶來的投資機遇。平安醫療保健50精選ETF聚焦中國藥企出海的標桿與美國創新藥龍頭，協助投資者一站式把握全球創新藥和保健領域長期機遇。」

中國平安資產管理(香港)秉持產品創新理念，所管理的ETF旨在爲投資者提供具有透明度、一致性的低收費被動投資工具，致力於在亞洲交易時段提供優質的資產配置方案，更好服務不同地區的客戶，進一步豐富香港資本市場之產品體系。

表1：基金資料概況

【完】

關於中國平安資產管理（香港）有限公司

中國平安資產管理（香港）有限公司是中國平安保險（集團）股份有限公司（2318.HK，601318.SH）旗下中國平安保險海外（控股）有限公司的全資子公司，成立於2006年。平安資產管理（香港）持有香港證券及期貨事務監察委員會（「證監會」）頒發的第1類、第4類和第9類牌照，分別獲准從事證券交易、就證券提供意見及提供資產管理服務。作為行業領先的資產管理機構，公司具備強大的投資研究和組合管理能力，為客戶提供全球市場股票、固定收益、ETF、結構化產品和另類投資等全方位投資管理解決方案。更多資訊請瀏覽官網：asset.pingan.com.hk（此網站未經證監會審閱）。

重要聲明:

本新聞稿由平安資產管理（香港）刊發。本新聞稿並非投資要約。投資涉及風險, 本新聞稿引用的任何產品（「該產品」）的歷史表現並不能保證未來的收益。受市場波動影響，該產品都有市值波動，以及本金損失的危險。投資者在作出任何投資決策前，應仔細閱讀該產品的銷售檔，以獲取進一步資料，包括風險因素，同時研究自己的財務狀況以及基金的風險情況。如有疑問，請尋求獨立財務及專業意見。有關銷售文件，可流覽平安資產管理（香港）網站。本新聞稿和平安資產管理（香港）網站並未經證監會審核。