J.P. Morgan reveals investment trend indicators: Growth stocks are no longer in the spotlight, Small Cap and China Technology stocks are ushering in spring.
JPMorgan released a Global Market Strategy Report.
Hong Kong stock market review: The Hang Seng Index briefly surpassed 23,000 points, reaching a new high for this stage, with significant gains in AI Medical and DeepSeek Concept.
The net money flowing in from the south is 22.423 billion Hong Kong dollars.
[Hotspot Tracking] The New energy Fund has a stable start in production and sales in January, and there may be intense competition around intelligent driving throughout the year.
Jinwu Financial News | According to the China Automotive Industry Association, in January 2025, the production and sales of New energy Funds reached 1.015 million vehicles and 0.944 million vehicles respectively, both increasing by about 29% year-on-year, with new car sales accounting for 38.9%. In terms of exports, 150,000 New energy Funds were exported in January, showing a month-on-month growth of 12.6% and a year-on-year growth of 49.6%. The Economic Reference Daily reported that the car market in January was impacted by the decrease in effective working days, but thanks to the 'old-for-new' policy and the economic effects of the Spring Festival, it still achieved a stable start. Looking back over the past year, with the support of a series of national policies, the automotive Industry in China, especially the New energy Fund Industry, has continued to grow with high quality.
[Brokerage Focus] CITIC Securities believes that the low-altitude economy is expected to become a new driving force for economic and social development.
Jinwu Financial News | According to the Research Reports from China International Capital Corporation, the low-altitude economy in China is thriving and is expected to become a new driving force for economic and social development. 1) By the end of 2023, the Central Economic Work Conference proposed to focus on supporting the low-altitude economy as one of the strategic XINXINGCHANYE. Subsequently, central ministries and local governments have intensively introduced relevant industry policies and development plans to support the development of the low-altitude economy, marking a critical period of policy support for the development of the low-altitude economy in China; 2) As a comprehensive economic form with strong radiation-driven effects and a long Industry Chain, the low-altitude economy has a significant role in promoting economic and social development. The Ministry of Industry and Information Technology's China Academy of Information and Communications Technology predicts that in 2023.
China EV Insurance Registrations by Brand for Week Ending Feb 16: Nio 1,900, Tesla 7,500, Xiaomi 6,900, BYD 46,800
DeepSeek's Emergence Likely to Support China's Auto Industry -- Market Talk
103267746 : Target price 100