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.

cls.cn02:21 ET

"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.

wallstreetcn00:07 ET

Hyper | vivo established a Siasun Robot&Automation Lab: aiming at home scenarios.

A strategic choice for a technological long slope and thick snow ecological revolution.

wallstreetcn21:19 ET

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.

wallstreetcn21:13 ET

CITIC SEC: What percentage should Hong Kong stocks account for in the allocation of Chinese stocks?

CITIC SEC released a Research Report stating that since the beginning of the year, Hong Kong stocks have entered a technical bull market, while A-shares are overall in fluctuation.

Zhitong Finance20:28 ET

Brokerage morning meeting highlights: The points of general Consumer are gradually increasing, focusing on high cost-performance directions.

In today's Brokerage morning meeting, HTSC suggested that the highlights of the Consumer sector are gradually increasing, recommending the selection of high cost-performance directions; China International Capital Corporation believes that with the MLF restarting net injection after 8 months, it may imply a decrease in the probability of short-term reserve requirement cuts; China Securities Co.,Ltd. indicated that the Hardware and Software of the AI Industry Chain resonate simultaneously and recommends paying attention to the ongoing changes in the AI industry.

cls.cn20:22 ET