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DeepSeek accelerates asset revaluation! Hedge funds flee India and flow into China.
In the past month, the total market value of the stock markets in and outside China has increased by more than 1.3 trillion USD, while the market value in India has shrunk by more than 720 billion USD during the same period. Hedge funds are buying Chinese stocks at the fastest pace in months, and the MSCI Chinese Index is expected to outperform the MSCI Indian Index for the third consecutive month, setting the record for the longest consecutive gains in two years.
Xi Jinping Meets Chinese Private-Sector Company Leaders: State Media
Research Reports on mining wealth丨Guosen: Maintain Semiconductor Manufacturing International Corporation's " outperform the market" rating, with revenue growth in 2025 exceeding the average of comparable peers.
Guosen's Research Reports indicate that due to the shift of industries such as Autos to domestic chains, and the replenishment and urgent orders from customers in Consumer Electronics and mobile phones driven by consumption policies, Semiconductor Manufacturing International Corporation (0981.HK) expects a 6%-8% quarter-on-quarter revenue growth in Q1 2025, with a gross margin of 19%-21%; the revenue growth rate in 2025 is expected to exceed the average of comparable peers. Capital expenditure in Q4 2024 is $1.66 billion (YoY -29.1%, QoQ +40.8%), with total capital expenditure in 2024 at $7.33 billion, and capital expenditure in 2025 is expected to remain roughly the same as in 2024. In the fourth quarter, wafer revenue based on...
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KoolBee : interesting that Baidu was not invited
72175489 : What is the proportion of state-owned enterprises among Technology companies?
102472268 :
104998465 102472268 : xjp grinning ear to ear, must be vhappy
TMW1986 : Did nio ceo invited? Lol.
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