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...
Goldman Sachs has identified key AI theme stocks in China, focusing on sectors like Data & Cloud, Software, and Semiconductors. Meituan$MEITUAN-W (03690.HK)$, while included in the Software & Applications category, is not in the top tier of AI and Cloud, which explains its lagging price movement. Meituan Technical Analysis – Overall Trend: The stock remains in a long-term downtrend, as shown by the continuous decline from i...
$MEITUAN-W (03690.HK)$so far is this guy the first to say this? usually many pro will come out to say positive things about the market at end of rally. I dun know if this rally has peaked..but market is always without fail.. unpredictable
– China's state media reported yesterday that Chinese President Xi Jinping told the founders and CEOs of Chinese companies including Alibaba, Meituan, Xiaomi, Deepseek, BYD, Tencent, etc. at a private meeting that the government will “continue to promote the fair opening of the competitive field of infrastructure to all kinds of business entities, and continue to make great efforts to solve the problem of difficult...
$Alibaba (BABA.US)$$BABA-W (09988.HK)$ Chinese President Xi Jinping on Mon (Feb 17) spoke at a symposium was attended by business leaders including Alibaba co-founder Jack Ma, state media reported, as Beijing grapples with a slowing economy and growing tensions with the US. Other private business leaders who attended the symposium included Huawei founder Ren Zhengfei, Xiaomi's Lei Jun, BYD's Wang Chuanfu, Unitree's Wang X...
bullrider_21
OP
Mr Careful
:
Not this time. The tech crackdown has ended. Regulations may be more relaxed. Xi may guide the private sector in the government-led direction and contain the potential risks to compete with the US. This may be the second wind for the market rally.
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...
104088143 : Good![ok_hand 👌](https://static.moomoo.com/nnq/emoji/static/image/img-apple-64/1f44c-1f3fb.png)
104456407 : moomoo
105019362 : A person has two hearts (greedy, discontent)!
Nchiwla : amazing!