China's Terrific Ten Are Beating Mag 7. Will the Current Momentum Carry On?

In One ChartFeb 17 09:42 ET

GUM: In January, the total Assets of the mandatory provident fund market in Hong Kong increased by 1.9%, with Inflow into US stocks.

Recently, GUM released its analysis report on the Mandatory Provident Fund (MPF) market for January 2025. As of January 31, the total Assets in the MPF market increased by 1.9% to 1.31 trillion HKD.

Zhitong Finance01:02 ET

DeepSeek has changed everything! Goldman Sachs has proposed a new framework for investing in the Chinese stock market.

First, Goldman Sachs divides the total market value of 14 trillion dollars of China Stocks into two main categories: AI Technology and non-Technology. Second, within the AI Technology sector, the 6 trillion dollars in market value is further subdivided into Semiconductors (including Software design), Infrastructure (Hardware, Data Storage, Cooling System), Data and Cloud (such as Internet platform companies), and Software and Applications (self-driving, Biotechnology, humanoid Robots, Internet service providers, etc.). Third, in the non-Technology sector, the 7 trillion dollars in market value is classified into income enhancers and productivity enhancers. Finally, Goldman Sachs ranks various sub-industries and thematic groups according to their relative price sensitivity to NVIDIA and META, allowing for a better understanding of China's Industry and the level of Trade of AI agents in the two dominant trends in the Technology world - capital expenditure and application.

wallstreetcn20:40 ET

Hong Kong Stock Early Report｜The three major US stock indices are closed for the holiday. TCL ELECTRONICS expects Net income to increase by over 60% year-on-year.

① Eight departments issued the "Action Plan for High-Quality Development of the New Energy Storage Manufacturing Industry." ② Sales of RBOB Gasoline Passenger Vehicles in the first month of this year dropped by over 20% compared to the previous month. ③ The Bank of Japan is likely to raise interest rates as early as May. ④ Baidu's gray testing for DeepSeek was launched today.

cls.cn18:17 ET

Goldman Says AI Could Be a $200 Billion Game Changer for China Markets. But Here's Why Investors Shouldn't Rush In.

MarketWatch14:12 ET

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?

cls.cnFeb 17 01:25 ET