The "Jordan of the hedge fund world" speaks: DeepSeek is bullish on AI, and the steep decline of USA technology stocks on Monday was a mistake.
"Our view is that what has happened with DeepSeek is actually optimistic, as it drives the transition to super AI, which is on the way and coming very fast."
JPMorgan: There is still room for this rebound in the Chinese stock market, with Futu, MGM CHINA, and NetEase as top picks.
The strategy report on the Chinese stock market released by JPMorgan on January 26 in Eastern Standard Time indicated that the initial situation of US-China tariff tensions was better than expected, and this wave of rebound still has room to grow.
China-Linked Stocks Surge Amid Strong Policy Stimulus
"The Jordan of the hedge fund world" is stepping back from the front lines of trading, and P72, which has been in business for ten years, has now ascended to the throne of the "Three Giants".
Point72 has performed strongly this year. As of July of this year, its assets under management have exceeded $35 billion. By the end of August, the ROI of Point72 has reached 10%.
MGM Resorts Reports Better-Than-Expected Q2 Results, Record Net Revenues
MGM China Holdings Goes Ex Dividend Monday