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J.P. Morgan reveals investment trend indicators: Growth stocks are no longer in the spotlight, Small Cap and China Technology stocks are ushering in spring.
JPMorgan released a Global Market Strategy Report.
China's Terrific Ten Are Beating Mag 7. Will the Current Momentum Carry On?
Earnings Scheduled For February 18, 2025
Hong Kong stock market review: The Hang Seng Index briefly surpassed 23,000 points, reaching a new high for this stage, with significant gains in AI Medical and DeepSeek Concept.
The net money flowing in from the south is 22.423 billion Hong Kong dollars.
Medtronic, Fluor And 3 Stocks To Watch Heading Into Tuesday
Morgan Stanley views BAT: "Overweight" on Tencent, "Bullish" on Alibaba Cloud, "concerned" about Baidu Search.
Morgan Stanley stated that as the costs of AI model training and inference decrease, Tencent, Alibaba, and Baidu will all benefit. As the market shifts its focus from large model capabilities to AI applications and monetization, Morgan Stanley has given Tencent an overweight rating. Alibaba's recent stock price rebound reflects the upside potential of its Cloud Computing business, while Baidu's core search business may face monetization risks due to the impact of generative AI.
US investors care because Trump will sabotage China’s expansion plans!
