Is the "East rises and West falls" trend continuing? Morgan Stanley and Goldman Sachs are in agreement on being bullish about the Chinese stock market: the trend of rising valuations is far from over.

Morgan Stanley, which has always been cautious about the China market, has once again raised its target point for the Chinese stock market, emphasizing that profits and valuations continue to rise significantly.

Zhitong Finance05:55 ET

Asia Markets Rise Following Strong Wall Street Lead; Australia Rises on Soft CPI

Seeking Alpha02:24 ET

Choosing between A-shares or Hong Kong stocks, Technology or non-Technology? Goldman Sachs' Research Reports respond to two major hot topics in investing in China.

① Currently, should investors continue investing in Hong Kong Stocks or shift to the A-share market? Should the focus be on the Technology Sector or shift to Consumer, Real Estate, and other non-Technology sectors? ② On Wednesday, Goldman Sachs' chief China Stocks strategist, Liu Jinjing, provided an analysis in his report.

cls.cn02:21 ET

"On the eve of April 2nd," the China strategy teams of Goldman Sachs and Morgan Stanley sang in unison about optimism.

Goldman Sachs stated that based on its investor research, investors remain calm regarding tariff concerns. It believes that China's AI narrative is seen as a game changer, expected to attract over 200 billion dollars in Inflow within the next decade. Morgan Stanley holds that the Chinese market is experiencing three solid Bullish factors: the first performance surprise in three and a half years, upward revisions in profit forecasts, and potential elimination of long-term discount in valuations.

wallstreetcn00:07 ET

Kuaishou's Q4 revenue increased by 8.7% year-on-year, Short Video e-commerce GMV grew over 50.0%, and cumulative income from Keling AI exceeded 0.1 billion yuan | Earnings Reports insights.

Kuaishou's revenue in Q4 grew by 8.7% year-on-year to 35.384 billion yuan, and net income increased by 7.8%, with user growth remaining stable. The Keling AI independent app has officially launched, and from the start of monetization until February 2025, it has accumulated revenue exceeding 0.1 billion yuan.

wallstreetcnMar 25 05:06 ET

Alibaba's Tsai Sounds Alarm On Signs Of AI Bubble In US: 'People Are Building Data Centers On Speculation'

BenzingaMar 25 04:53 ET