How to grasp the main line in a volatile market? Technology and Consumer dual-driven may be key.

Yesterday, the market fluctuated throughout the day, with a single-day transaction volume shrinking by over 200 billion. After experiencing last Friday's significant rise in volume, the Index's decline in volume and retracement is also reasonable, and the subsequent view will still lean towards a fluctuating upward structure.

cls.cn40minutes ago

The market rebound has opened a new pattern, with Consumer finance taking turns to make efforts, and Technology stocks may face a restorative opportunity.

Last Friday, the market saw a significant rebound in trading volume, with the Shanghai Composite Index climbing back above 3400 points. After experiencing violent fluctuations in the middle of last week, the market again showed signs of breaking upwards. Although this does not mean that a new round of index-driven market movements will immediately begin, it fundamentally alleviates the concerns over the previous breakdowns, and the subsequent view should still be focused on a structure of oscillation upwards.

cls.cnMar 16 21:25 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

Amidst the divergence in technology stocks, new catalysts are emerging, and the logic of price increases in cyclical stocks may gradually attract market attention.

Track the entire lifecycle of the main Sector.

cls.cnMar 9 21:23 ET

Meituan's Global Strategy: Opportunities in the $30 billion takeaway market.

Morgan Stanley estimates that by 2028, the takeout market size in the Gulf Cooperation Council (GCC) countries will reach 30 billion dollars, with a compound annual growth rate of up to 15% from 2024 to 2028. Among them, the market size in Saudi Arabia will reach 16 billion dollars, accounting for over 50% of the total GCC market.

wallstreetcnMar 7 02:07 ET

Meituan in the next decade: food retail, Global expansion, and AI.

Citi is bullish on Meituan, stating that Meituan's fresh retail Business is highly aligned with the instant retail delivery Global Strategy that Meituan has been vigorously promoting in recent years, as there are natural cross-selling opportunities between fresh retail Business and the food delivery Business.

wallstreetcnMar 6 01:27 ET