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Express News | In overnight trading, US-listed Chinese companies' shares rebound, Alibaba and Bilibili climb 3%, EV makers surge. XPeng rises 5%, Li Auto up 4%, NIO Inc soars 7%. US-listed Chinese ETFs trade higher.
VWO ETF Falls 2.2%
Shares of Chinese Stocks Are Trading Lower Amid US Tariffs.
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."
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.
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.
