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Another main theme of AI investment emerges: US hedge funds heavily buy nuclear power stocks as technology giants gather to deploy this technology.
①In Q3, American hedge funds maintained a stable exposure to AI-related investment themes, but reduced their investment in the semiconductor industry for the first time since Q2 2022. ②In OpenAI's latest disclosed "American AI Infrastructure Blueprint," lies its grand nuclear power vision; Huang Renxun also expresses a bullish attitude towards nuclear energy. ③From the trends of tech giants, most of them have chosen small modular reactors (SMR).
Daiwa: Next year, nuclear power is the most preferred in the electrical utilities industry, with cgn power (01816) target price raised to HKD 2.90.
Looking ahead to next year, the ranking in order is nuclear power/coal power/hydro power, with wind power coming last.
Right For Malaysia's Energy Transition To Include Nuclear
CICC: The proportion of hold positions in consumer stocks in Hong Kong for the third quarter of 2024 has increased significantly, with alibaba-W receiving much attention after its inclusion.
China International Capital Corporation released a research report stating that in Q3 2024, the total scale of public fund holdings in Hong Kong stocks has significantly increased, and the proportion of southbound transactions has also risen, but this is not due to active shareholding. In the segmented industry, alibaba-W entered the Hong Kong Stock Connect in September, and the holding ratio in the consumer discretionary sector has increased the most. At the same time, the new economy sectors such as consumer services, pharmaceuticals, and biotechnology also saw significant increases. On the individual stock level, alibaba-W (09988) has been quite favored after entering the connect, and public funds have also increased their holdings in technology leaders like Tencent (00700), while CNOOC (00883) and china mobile (00941) saw a noticeable decline. In terms of heavy holdings.
Analysts' Top Utilities Picks: CGN Power Co (CGNWF), PG&E (PCG)
Analysts Offer Insights on Utilities Companies: DTE Energy (DTE) and CGN Power Co (OtherCGNWF)
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