After ongoing fluctuations, the market may be nearing a directional choice, with the AI, Siasun Robot&Automation, and other Technology growth sectors likely to rebound.
Looking back at the market situation before the festival, the market has been in a state of fluctuating consolidation, and the atmosphere of market observation remains quite strong.
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Express News | U.S.-listed Chinese stocks surge in overnight trading, with Alibaba up over 4%.
The market may reach a critical juncture in the short term, with Banks and Electrical Utilities showing repeated activity, and the Technology Sector poised to take off.
Track the entire lifecycle of the main Sector.
VXUS ETF Rises 0.6%
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Technology stocks are rebounding, while high-profile stocks are collectively "cooling down". The market may enter a critical period for switching between high and low performances.
Track the entire lifecycle of the main Sector.
VXUS ETF Gains 0.4%
SoundHound AI Enters Partnership Tencent Intelligent Mobility To Bring Conversational AI To The Intelligent Cockpits Of Global Auto Brands
The breakthrough strategy of Tencent Cloud.
Find certainty in uncertainty.
VXUS ETF Rises 1.0%
Tech giants like Tencent are actively supporting the shift from "export to domestic sales."
Relieve the pressure on foreign trade enterprises.
JPMorgan: The impact of Trump's tariffs on Chinese concept stocks in the Internet sector is limited.
① Analysts at JPMorgan believe that the impact of USA tariffs on Chinese Internet companies (excluding cross-border e-commerce) is limited, with an effect on online consumption potentially less than 0.5%; ② A report by Jinrui Fund points out that the revenue share of Chinese Internet companies in the USA market is less than 2%, primarily serving China's huge consumer market of 1.4 billion people. ③ JPMorgan expects that PDD Holdings will be the most affected by the tariffs, while Tencent and NetEase are more defensive.
As the market warms up, Chinese concept stocks are facing a dual choice, and the Hong Kong market may return to being the center of IPOs.
① In the changing landscape of Global trade, Hong Kong, as an international financial center, will welcome a new development scenario, implementing various measures to strengthen its unique market position as a "super connector"; ② Foreign Analysts point out that the delisting risk faced by Chinese concept stocks may lead Hong Kong to become an IPO center once again; ③ It is worth noting that, under the delisting risk for Chinese concept stocks, a choice will be made between returning to the A-share or Hong Kong stock market.
VXUS ETF Gains 0.5%
The first batch of quarterly reports for Hong Kong stock Funds has been released, with significant holdings in Tencent, Xiaomi, Alibaba, etc. What does the future hold?
① Several funds heavily invested in Hong Kong stocks during the first quarter, focusing on TENCENT, Xiaomi Group, Alibaba, POP MART, Meituan, and Semiconductor Manufacturing International Corporation, with TENCENT, Alibaba, and Xiaomi being increased by multiple funds; ② Some fund managers remain Bullish on the future development prospects of the Hong Kong Technology Internet Industry, expecting Internet platforms to drive the domestic AI into an ecological development stage.
VXUS ETF Gains 2.7%