Brokerage morning meeting highlights: continue to be bullish on the Chinese stock market with a "confidence reassessment bull market."

At today's brokerage morning meeting, China Securities Co.,Ltd. suggested continuing to be bullish on the Chinese stock market in the medium term with a 'confidence revaluation bull'; Galaxy Securities stated that top real estate companies are showing excellent operational management capabilities and have financial advantages, with the potential to further increase their market share; Citic Sec believes that the fiberglass industry is currently at a great opportunity allocation point.

cls.cnNov 26 19:42 ET

China has taken the lead! Wall Street strategists: the next "Trump trade" may be outside of the USA.

①When looking to the future, Jay Pelosky, the founder and global strategist of the New York investment consulting firm TPW Advisory, has insights that differ from many mainstream market views; ②He believes that Trump's victory might ultimately serve as an important catalyst - driving the usa market to end its long-standing excellent performance.

cls.cnNov 25 21:18 ET

Goldman Sachs A-shares 2025 Heavyweight Strategy Outlook: Domestic funds will grasp pricing power! Overweight A-shares before H, industry focus on consumer stocks!

Goldman Sachs believes that compared to Hong Kong stocks, A-shares are more sensitive to policy easing and personal investment capital flows. The first quarter of next year will be a better time to allocate to Hong Kong stocks. In terms of sectors, analysts recommend that investors pay attention to themes such as consumer, emerging markets exporters, specific new technologies, and shareholder return strategies.

wallstreetcnNov 22 00:03 ET

"Smart money" is betting on china becoming a trend: In Q3, the prototype of the "big short" increased shareholding in Alibaba and other Chinese concepts, while the rising fund Keystone established positions in three major etfs.

In the third quarter, the fund under Michael Burry increased its shareholding in Alibaba by 0.045 million shares to nearly 0.2 million shares, doubled its hold positions in jd.com to 0.5 million shares, and increased its shareholding in baidu by 0.05 million shares to 0.125 million shares. At the end of the quarter, it held three Chinese concept stocks valued at 54 million dollars, accounting for 65% of the total fund's stock holdings. Meanwhile, the fund bought corresponding put options for these three Chinese concept stocks to hedge risks.

wallstreetcnNov 14 18:32 ET

Goldman Sachs firmly calls for the rise of Chinese stocks: expected to rise within 2-3 months after the US election!

①Goldman Sachs strategists' latest forecast predicts that Chinese stocks will rise within two to three months after the US presidential election; ②The firm believes that China's economic stimulus measures have created the so-called "policy put options" to protect investors in the Chinese stock market from the impact of declines.

cls.cnOct 30 20:25 ET

USA election enters countdown, these markets have become "safe havens"

①In the final stage of the usa election, investors are selling the yen in droves and instead investing in cash, india, china markets, and some assets denominated in Singapore dollars; ②Pictet Asset Management said: "We actually think china is a good place to hide."

cls.cnOct 30 01:02 ET