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China's Terrific Ten Are Beating Mag 7. Will the Current Momentum Carry On?
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.
Alibaba Earnings Preview
In January, the sales of RBOB Gasoline Passenger Vehicles fell by more than 20% month-on-month: Japanese brands overall under pressure, with Honda and Dongfeng Honda both "cut in half."
① According to data released by the China Association of Automobile Manufacturers, the domestic sales of Passenger Vehicles in January were 1.738 million units, a month-on-month decrease of 35.5% and a year-on-year decrease of 0.5%; ② In January this year, GAC Honda's sales were 15,123 units, a year-on-year decline of 57.14%; Dongfeng Honda's monthly sales were 19,971 units, a year-on-year decline of 69.31%.
The trend of Technology is boosting the Hong Kong stock market, and Institutions expect the Hang Seng Index to rise to 25,000 points.
① In the current rebound of the Hong Kong stock market, what factors may drive Technology stocks to continue leading the rise and further boost the overall market? ② How should the phenomenon of continuous Outflow of active foreign capital be interpreted? Does this imply that long-term funds remain cautious towards the Hong Kong stock market or China Assets? ③ If there is an adjustment in the Hong Kong stock market, what risk factors should investors pay special attention to?
Tencent Surges as It Integrates DeepSeek AI in WeChat; Alibaba, Baidu Dip
Buy n Die Together❤ :![](https://emoticon.moomoo.com/rich_big_face3_mm_v2/bf_119.png)
Hamza Khan226 : nice