Chinese assets are on a rapid rebound following the January 20 release of DeepSeek's R1 model. Since February, the$Hang Seng TECH Index (800700.HK)$has jumped more than 19%, while the$NASDAQ Golden Dragon China (.HXC.US)$has climbed over 11%. Wall Street banks have issued optimistic reports on Chinese tech stocks, signaling potential revaluation. Goldman Sachs analyst Kinger Lau published a report titled “AI Changes the Ga...
$ALI HEALTH (00241.HK)$China's internet healthcare industry is riding the AI wave, with a group of internet healthcare stocks posting significant share price gains last week, including ALI HEALTH (00241.HK) +0.430 (+7.651%) / JD HEALTH (06618.HK) +1.700 (+5.037%) , which spiked about 30%/ 10% in total, reflecting a more optimistic view on AI's potential to enhance their operations, CLSA released a research report saying. ALI HEALTH can capitalize on parent company BABA-W (09988.HK) +6.10...
In a strategic move to reinforce China's technological leadership, President Xi Jinping is set to convene a pivotal symposium on Monday in Beijing, bringing together the nation's foremost tech entrepreneurs. This assembly not only underscores China's unwavering dedication to innovation but also presents a compelling invitation for global investors to engage with the dynamic Chinese tech sector. 🌟A Convergence o...
Total Return: +13.54% Monthly Performance: +11.54% Overview: China’s stock market has been under pressure in recent years due to regulatory crackdowns, global trade tensions, and economic slowdowns. However, contrarian opportunities often emerge where the market sentiment is overly negative. My current portfolio reflects a high-conviction strategy focused on China’s AI, technology, EV, and fintech sectors—areas that I believe have significant long-t...
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