[Market Data] The trading volume of the Hong Kong Yinhua CSI Innovative Drugs Industry ETF has surged, with Algo funds fiercely competing in Recent IPOs.
① The trading volume of multiple Hong Kong stocks Yinhua CSI Innovative Drugs Industry ETF has significantly increased, with the trading volume of the Hong Kong Stock Connect Yinhua CSI Innovative Drugs Industry ETF (159570) rising by 464% compared to yesterday. ② Recent IPO 天和磁材 was bought by two Algo seats, sold by two Algo seats, and simultaneously faced one Algo seat doing T.
After Goldman Sachs and Morgan Stanley, JPMorgan is also optimistic about the Chinese stock market: in the second quarter, "take a step back, take two steps forward"!
JPMorgan is Bullish on A-shares and has identified four major Bullish points: the relative profit growth advantage within Asia, DeepSeek's ability to reduce costs and enhance efficiency, the stabilization of the Real Estate market, and improved liquidity supporting A-share allocation. Although there will be adjustments at the beginning of the second quarter, the market is expected to continue ascending after the adjustments.
Choosing between A-shares or Hong Kong stocks, Technology or non-Technology? Goldman Sachs' Research Reports respond to two major hot topics in investing in China.
① Currently, should investors continue investing in Hong Kong Stocks or shift to the A-share market? Should the focus be on the Technology Sector or shift to Consumer, Real Estate, and other non-Technology sectors? ② On Wednesday, Goldman Sachs' chief China Stocks strategist, Liu Jinjing, provided an analysis in his report.
"On the eve of April 2nd," the China strategy teams of Goldman Sachs and Morgan Stanley sang in unison about optimism.
Goldman Sachs stated that based on its investor research, investors remain calm regarding tariff concerns. It believes that China's AI narrative is seen as a game changer, expected to attract over 200 billion dollars in Inflow within the next decade. Morgan Stanley holds that the Chinese market is experiencing three solid Bullish factors: the first performance surprise in three and a half years, upward revisions in profit forecasts, and potential elimination of long-term discount in valuations.
Morgan Stanley has once again raised its target for the Chinese stock market, providing three main reasons.
Morgan Stanley has once again raised the Target Price for the China market, expecting an upside potential of 8%-9% for the Hang Seng Index, Hang Seng China Enterprises Index, MSCI China, and CSI 300 Index by the end of the year. The upgrade is based on three main reasons: the first earnings surprise in three and a half years, revisions to profit forecasts, and the potential for valuations to eliminate long-term discounts, moving closer to Emerging Markets levels.
【Data Monitoring】The trading volume of the S&P 500 ETF has collectively increased significantly as institutions buy into Robot Concept stocks.
① The trading volume of several S&P 500 Index related ETFs has surged, with the S&P 500 ETF (159655) increasing by 1181% compared to yesterday. ② Institutions have bought multiple Robot Concept stocks, among which Zhejiang Wanma, which hit the limit down, received a total buy of 0.122 billion from two institutions.
