China's Terrific Ten Are Beating Mag 7. Will the Current Momentum Carry On?

In One ChartFeb 17 09:42 ET

Does China's AI-Fuelled Tech Rally Have Legs?

BloombergFeb 16 22:48 ET

What will be the next step for Hong Kong stocks? Morgan Stanley: The differentiation will continue, and foreign capital still has room for allocation increase.

Morgan Stanley stated that so far, southbound capital has made the largest contribution to this rebound, with foreign long-term investors still holding relatively low positions and there being room for increased allocation. After a long period of limited attention, Global investors are beginning to reassess China's investability in the fields of Technology and AI. In the short term, the divergent performance between AI/Technology stocks and non-AI/Technology stocks may continue.

wallstreetcnFeb 13 21:36 ET

At the beginning of the year, a crazy purchase of 150 billion Hong Kong dollars! The South Water supports the Hong Kong stock market.

On Monday, the trading volume through the Hong Kong Stock Connect accounted for nearly half of the total trading volume of Hong Kong stocks, with a net buying amount reaching 16.5 billion Hong Kong dollars, the highest level since early December. In just the first few weeks of this year, the net Inflow of southbound funds has approached 150 billion Hong Kong dollars (approximately 19.3 billion US dollars), more than seven times that of the same period in 2024.

wallstreetcnFeb 10 19:13 ET

Wall Street under the impact of Trump: Increasing hedging protection, and are Chinese Assets becoming more sought after?

① At the beginning of the Trump 2.0 Trade War, as the market became increasingly volatile, Wall Street traders' investment styles seemed to be undergoing a timely transformation... ② The holding period is getting shorter and hedging protection is becoming more prevalent, which is becoming a trend sweeping across the stock, bond, and currency markets, while China Assets have instead become quite popular during this time.

cls.cnFeb 6 20:17 ET

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.

Zhitong Finance APPJan 28 19:30 ET