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US Stock News and Commentaries
2025-12-04
10:34
Robot Concept Stocks Surge as JOHNSON ELEC H/ SANHUA Rally ~8%

Hong Kong's robot concept stocks surged, with JOHNSON ELEC H (00179.HK) escalating 7.86%. SANHUA (02050.HK) mushroomed 7.64%, while UBTECH ROBOTICS (09880.HK) mounted 3.2%. DOBOT (02432.HK) ballooned 3.9%, while HORIZONROBOT-W (09660.HK) leaped nearly 3%.

It is reported that the Trump administration planned to promote the development of the US robotics industry, with the US government considering issuing an executive order on robotics next year.

US robotics-related stocks soared, with Nauticus Robotics (KITT.US) rocketing by 1.16x. iRobot (IRBT.US) snowballed 73.9%, while Serve Robotics (SERV.US) spiked 18.2%. Symbotic (SYM.US) and Tesla (TSLA.US) also rallied 9.4% and 4.1%.
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09:06
IDC Forecasts Apple iPhone Shipments to Rise 6% YoY, Setting All-time New High

Market research firm, IDC, forecasted that Apple (AAPL.US)'s iPhone shipments will increase by 6% YoY to 247.4 million units this year, surpassing the 236 million units record set in 2021.

IDC noted that Apple's iPhone sales are driven by the latest iPhone 17 series, and that the massive demand for iPhone 17 series in the Chinese market notably accelerated Apple's sales performance.

IDC predicted that Apple's 4Q25 iPhone shipments in Chinese will jump by 17% YoY, leading to a 3% YoY growth estimation in the market this year, compared to the earlier forecast of a 1% YoY decline.
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08:29
Robotics-related Stocks Surge as US Reportedly Plans to Issue Executive Order to Boost Robotics Sector

The Trump administration plans to promote the development of the US robotics industry, according to Politico.

US Commerce Secretary, Howard Lutnick, has been meeting with CEOs of robotics companies, and is fully committed to accelerating the industry's development, the report quoted sources as saying. The government is considering issuing an executive order on robotics next year.

The authority is committed to robotics and advanced manufacturing because they are central to bringing key production back to the US, a spokesperson for the US Department of Commerce (DOC) said.

Stimulated by the report, US robotics-related stocks surged, with Nauticus Robotics (KITT.US) spiking 1.16x. iRobot (IRBT.US) snowballed 73.9%, while Serve Robotics (SERV.US) soared 18.2%. Symbotic (SYM.US) and Tesla (TSLA.US) also shot up 9.4% and 4.1%, while Teradyne (TER.US) elevated 2.7%.
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AASTOCKS Financial News
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07:26
20+ CN Cities Appear to Have Halted or Adjusted Car Trade-in Subsidies

With the fourth batch of RMB69 billion national subsidy funds depleting, more and more regions in China are either suspending or adjusting car trade-in subsidy campaigns, according to a report by yicai.com.

As of now, incomplete statistics show that over 20 Chinese cities have already halted or tweaked applications for car trade-in subsidies.

For example, Hubei Province adjusted the issuance method of car trade-in qualification vouchers in mid-November. The vouchers are now distributed in four batches per day, with the final batch being issued on Friday (5th). Each batch ends once the vouchers are fully claimed.
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05:07
NVIDIA CEO Uncertain if CN Will Accept H200 AI Chip

NVIDIA (NVDA.US) CEO Jensen Huang stated on Wednesday, after meeting with US President Donald Trump, that he is uncertain whether China will accept the company's H200 AI chip if the U.S. loosens sales restrictions.

Huang mentioned discussions with Trump regarding export control issues but refused to disclose specific details. Previously, U.S. government officials had discussed whether to allow NVIDIA's H200 chip sales in China.
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05:06
DJIA Ends Up 408Pts as Odds of US Rate Cut Next Wk Hits 90%; Microsoft Slips 2%+

U.S. private enterprises unexpectedly cut 32,000 jobs in November, whereas the market had originally projected an increment of 42,000 jobs. The likelihood of the Fed's 25-bps rate cut next week elevated to about 89%. Investors eyed on the U.S. economic outlook, and despite being initially dampened by Microsoft (MSFT.US), U.S. bourse rebounded to close higher on Wednesday.

The DJIA leaped 408 points or 0.9% to end at 47,882. The Nasdaq added 40 points or 0.2% to finish at 23,454. The S&P 500 rose 20 points or 0.3% to settles at 6,849.

Although Microsoft denied lowering sales quotas for AI-related software, its stock still fell off 2.5% at close. Hijacked by Microsoft, AI-related stocks subtracted, including chip manufacturer Nvidia (NVDA.US), which dipped 1%, and Broadcom (AVGO.US), which dropped 0.3%. Micron (MU.US) lost over 2%.

Warner Bros. Discovery (WBD.US) reportedly received an almost all-cash acquisition offer from Netflix (NFLX.US), causing the latter's stock to slip nearly 5%.
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2025-12-03
15:33
Tesla Releases Footage Displaying Robot Optimus Running

Tesla (TSLA.US) has released footage on social platform X, demonstrating the humanoid robot Optimus's ability to run smoothly in a laboratory.

At the November shareholder meeting, the company stated that it has a production line in Fremont, with a goal to produce 1 million units of Optimus by the end of next year, with costs kept under US$20,000 per unit.

The company plans to set up a new production line in Texas with an annual capacity of up to 10 million units.
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11:04
Netflix Expects Merger with Warner Bros Discovery to Lower Streaming Platform Fees: Rumor

While in negotiations to acquire Warner Bros Discovery (WBD.US)'s production studios and streaming media division, Netflix (NFLX.US) expects to lower streaming platform fees with a bundle including both Netflix and HBO Max, Reuters reported, citing sources.

Sources disclosed that Netflix aims to alleviate regulatory concerns that merging two major streaming platforms might reduce consumer choice and lift prices. However, the potential merger is unlikely to markedly expand market share, given that the vast majority of HBO Max users have also subscribed to Netflix.
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09:42
Apple iPad Shipments in CN Mkt Fall 14% YoY in 3Q

International market research agency, Omdia, recently released data for 3Q25 regarding mainland China's tablet market.

The tablet market continued to maintain strong momentum, with shipments growing 9% YoY to 8.8 million units, although there is a noticeable change in the leading brand landscape.

In 3Q25, Apple's iPad shipments fell sharply by 14% YoY to 2 million units, with its market share shrinking from 29% in the same period last year to 23%.

Lenovo topped the single-quarter growth chart with a 71% YoY increase, catching up Xiaomi's shipments at 900,000 units, and its market share rose from 6% to 10%.
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09:08
NVIDIA CFO Negates Company Being Toppled by Rivals, Emphasizes AI Econ Not in Bubble

NVIDIA (NVDA.US) CFO Colette Kress, at the UBS Global Tech and AI Conference, negated claims that competitors are catching up with NVIDIA and emphasized that the AI economy is not in a bubble, foreign media reported.

She told analysts present at the conference that the economy is in the early stages of transitioning to the infrastructure needed for AI-driven data centers, reiterating the company's forecast of global AI infrastructure investment reaching US$3-4 trillion by 2030.
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