Trip.com Group Strengthens Global Travel Connections With Strategic Partnerships at ITB Berlin

PR NewswireMar 10 11:18 ET

East Asian Securities: The valuation of Hong Kong Technology stocks still has room for revaluation, raising the Target Price for the Hang Seng Index to 26,000 points.

According to Zhitong Finance APP, Hong Kong stocks have recently significantly outperformed A-shares. Regarding the large gap in the performance of the two, Chan Wai Chung, senior investment strategist at East Asia Securities, pointed out that Hong Kong stocks have a higher weight in Technology stocks, while A-shares are not dominated by Technology stocks, making Hong Kong stocks more beneficial when speculating on the AI Concept.

Zhitong FinanceMar 10 08:48 ET

Chinese Technology stocks are "siphoning" foreign capital from Emerging Markets, with AI narratives driving Global capital reallocation.

① How does the "siphoning" of foreign capital by China's Technology stocks have a profound impact on the market? ② Driven by AI narratives, how much space is there for foreign capital to flow back into China's Assets amid global capital reallocation?

cls.cnMar 10 04:43 ET

Has the "singularity" of AI in China arrived in 2025? JPMorgan: An application explosion is imminent, DeepSeek ignites demand for computing power, and Alibaba may become the biggest winner.

JPMorgan believes that the development of GAI in China is currently at the beginning of the second stage. Alibaba is a key player in the IaaS value chain, expected to outperform peers in the second stage of GAI development, and has the potential to become a beneficiary in the third stage of applications. Additionally, Kuaishou may be underestimated, while Baidu acts as both a "shovel seller" and a "gold digger."

wallstreetcnMar 10 04:23 ET

Baidu Issues $2B of Exchangeable Bonds to Significantly Cut Trip.com Stake

TipRanksMar 10 04:03 ET

Major rating | Daiwa: Upgrades Trip.com Target Price to HKD 735 and raises earnings per share forecast for 2025 to 2027.

Daiwa released a research report indicating that consumer spending in China remains strong and shows a stronger willingness for long-distance travel. The firm raised its Target Price for Trip.com from HKD 705 to HKD 735, maintaining its rating of 'Buy', and expects annual revenue growth of 58% in 2025, also increasing the group's earnings per share forecast for 2025 to 2027 by 3% to 5%.

Gelonghui FinanceMar 9 23:53 ET