Early signs of a change?-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Like
Comment
Favorite

Early signs of a change?

Wall Street Turns Bullish on China: Is a Golden Era for Chinese Stocks Ahead?

China’s AI-driven stock rally is drawing support from Wall Street strategists, who say the newfound tech prowess will help extend a bull run.Strategists from Morgan Stanley, JPMorgan Chase & Co., UBS

Wall Street Turns Bullish on China: Is a Golden Era for Chinese Stocks Ahead?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Like

Report

Comment

Top
Latest

empty

No comments yet

抱歉，当前请求异常(-1)

抱歉，当前请求异常(-1)

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":402726376399216,"tweetId":"402726376399216","gmtCreate":1739349639821,"gmtModify":1739349643412,"author":{"id":4198989211980502,"idStr":"4198989211980502","authorId":4198989211980502,"authorIdStr":"4198989211980502","name":"Krispnz","avatar":"https://community-static.tradeup.com/news/e4e6fc4af1e7d3b71ac1e93020656000","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.01.22","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":8,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>Early signs of a change?</p></body></html>","htmlText":"<html><head></head><body><p>Early signs of a change?</p></body></html>","text":"Early signs of a change?","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/402726376399216","repostId":1161543026,"repostType":4,"repost":{"id":"1161543026","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1739342628,"share":"https://www.laohunote.com/m/news/1161543026?lang=&edition=full","pubTime":"2025-02-12 14:43","market":"us","language":"en","title":"Wall Street Turns Bullish on China: Is a Golden Era for Chinese Stocks Ahead?","url":"https://stock-news.laohu8.com/highlight/detail?id=1161543026","media":"Tiger Newspress","summary":"China’s AI-driven stock rally is drawing support from Wall Street strategists, who say the newfound tech prowess will help extend a bull run.Strategists from Morgan Stanley, JPMorgan Chase & Co., UBS ","content":"<html><head></head><body><p>China’s AI-driven stock rally is drawing support from Wall Street strategists, who say the newfound tech prowess will help extend a bull run.</p><p style=\"text-align: start;\">Strategists from Morgan Stanley, JPMorgan Chase &amp; Co., UBS Group AG and more expect stock gains spurred by DeepSeek’s artificial intelligence model to continue. The global shock and awe over the Chinese startup has spurred a fundamental rethink over the market’s attractiveness, challenging previous assumptions that the nation is lagging behind in cutting-edge technologies.</p><p>Here is the view of Wall Street:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/abbba487499ebc7ef0e0d042741fdc65\" tg-width=\"1080\" tg-height=\"2436\"/></p><h2 id=\"id_1952115521\">JPMorgan</h2><p>JPMorgan strategists including Rajiv Batra noted that fund flows into Chinese internet names have been positive this year, with a surge following the DeepSeek shock. “We see a window of opportunity in Asia over the coming months, with another tactical rally in China driving upside,” they wrote.</p><h2 id=\"id_4138874875\">Morgan Stanley</h2><p>“Global investors are starting to reassess China’s investability within the tech and AI space, after an extended period of limited attention,” Morgan Stanley strategists including Laura Wang wrote in a note dated Tuesday. “We expect the momentum to sustain in the near-term given global investors’ light positioning.”</p><h2 id=\"id_238767072\">Goldman Sachs</h2><p>Goldman Sachs expects Chinese breakthroughs in AI development and application &#34;could materially alter&#34; the stock market trajectory.</p><p>The Wall Street bank estimates AI-enabled efficiency improvement could increase earnings by 2% for Chinese equities, while brighter growth prospects could lead to a 20% valuation uplift for Chinese firms, narrowing the gap with U.S. peers.</p><p>China&#39;s &#34;hard tech&#34; stocks trade at a price representing 23.6 times earnings, while &#34;soft tech&#34; shares trade at 13.9. The price-to-earnings ratio of the biggest U.S. tech stocks, the so-called &#34;Mag 7&#34;, is 31, showed the Goldman report dated Feb 4.</p><h2 id=\"id_3616657228\">Deutsche Bank</h2><p>Chinese stock gauges will top prior highs in the medium term as the world wakes up to the competitiveness of its companies, according to Deutsche Bank.</p><p style=\"text-align: start;\">The artificial-intelligence product DeepSeek and innovation in electric vehicles will serve as catalysts for global money to return to Hong Kong and Chinese stocks, analyst Peter Milliken wrote in a note. Chinese companies across a range of sectors are delivering products that are often better than those from rivals and aren’t sufficiently recognized for it, he said.</p><p style=\"text-align: start;\">“We think 2025 is the year the investing world realizes China is outcompeting the rest of the world,” Milliken wrote. “Investors we believe will have to pivot sharply to China in the medium term, and will struggle to get access to its stocks without bidding them up.”</p><h2 id=\"id_622298350\">UBS</h2><p>Based on the experience during the 4G, 5G and cloud computing eras, “it would seem that we are less than halfway through the rally” driven by DeepSeek, UBS strategists including James Wang wrote in a note dated Wednesday. Ample liquidity and lower interest rates should help AI-related names to further re-rate, they added.</p><h2 id=\"id_1182904188\">HSBC</h2><p>HSBC said the valuation gap between China and emerging markets may narrow, as foreign fund inflows pick up amid a growing awareness of the nation’s technological prowess.</p><p style=\"text-align: start;\">“In addition, A-share tech companies may also benefit from policy support,” Steven Sun, head of research at HSBC Qianhai Securities Ltd., wrote in a Feb. 6 note. “The missing link is that innovation in China has yet to be translated into higher profitability, which can only be solved through demand-side stimulus.”</p><h2 id=\"id_2426795774\">Bank of America</h2><p>Bank of America Corp. strategists expect US stock-market outperformance to continue to fade after a relentless run was halted in the early part of 2025.</p><p>They recommend being long Chinese equities as they’re not expecting an escalation of the trade-and-technology war with the US.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Turns Bullish on China: Is a Golden Era for Chinese Stocks Ahead?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Turns Bullish on China: Is a Golden Era for Chinese Stocks Ahead?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-02-12 14:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>China’s AI-driven stock rally is drawing support from Wall Street strategists, who say the newfound tech prowess will help extend a bull run.</p><p style=\"text-align: start;\">Strategists from Morgan Stanley, JPMorgan Chase &amp; Co., UBS Group AG and more expect stock gains spurred by DeepSeek’s artificial intelligence model to continue. The global shock and awe over the Chinese startup has spurred a fundamental rethink over the market’s attractiveness, challenging previous assumptions that the nation is lagging behind in cutting-edge technologies.</p><p>Here is the view of Wall Street:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/abbba487499ebc7ef0e0d042741fdc65\" tg-width=\"1080\" tg-height=\"2436\"/></p><h2 id=\"id_1952115521\">JPMorgan</h2><p>JPMorgan strategists including Rajiv Batra noted that fund flows into Chinese internet names have been positive this year, with a surge following the DeepSeek shock. “We see a window of opportunity in Asia over the coming months, with another tactical rally in China driving upside,” they wrote.</p><h2 id=\"id_4138874875\">Morgan Stanley</h2><p>“Global investors are starting to reassess China’s investability within the tech and AI space, after an extended period of limited attention,” Morgan Stanley strategists including Laura Wang wrote in a note dated Tuesday. “We expect the momentum to sustain in the near-term given global investors’ light positioning.”</p><h2 id=\"id_238767072\">Goldman Sachs</h2><p>Goldman Sachs expects Chinese breakthroughs in AI development and application &#34;could materially alter&#34; the stock market trajectory.</p><p>The Wall Street bank estimates AI-enabled efficiency improvement could increase earnings by 2% for Chinese equities, while brighter growth prospects could lead to a 20% valuation uplift for Chinese firms, narrowing the gap with U.S. peers.</p><p>China&#39;s &#34;hard tech&#34; stocks trade at a price representing 23.6 times earnings, while &#34;soft tech&#34; shares trade at 13.9. The price-to-earnings ratio of the biggest U.S. tech stocks, the so-called &#34;Mag 7&#34;, is 31, showed the Goldman report dated Feb 4.</p><h2 id=\"id_3616657228\">Deutsche Bank</h2><p>Chinese stock gauges will top prior highs in the medium term as the world wakes up to the competitiveness of its companies, according to Deutsche Bank.</p><p style=\"text-align: start;\">The artificial-intelligence product DeepSeek and innovation in electric vehicles will serve as catalysts for global money to return to Hong Kong and Chinese stocks, analyst Peter Milliken wrote in a note. Chinese companies across a range of sectors are delivering products that are often better than those from rivals and aren’t sufficiently recognized for it, he said.</p><p style=\"text-align: start;\">“We think 2025 is the year the investing world realizes China is outcompeting the rest of the world,” Milliken wrote. “Investors we believe will have to pivot sharply to China in the medium term, and will struggle to get access to its stocks without bidding them up.”</p><h2 id=\"id_622298350\">UBS</h2><p>Based on the experience during the 4G, 5G and cloud computing eras, “it would seem that we are less than halfway through the rally” driven by DeepSeek, UBS strategists including James Wang wrote in a note dated Wednesday. Ample liquidity and lower interest rates should help AI-related names to further re-rate, they added.</p><h2 id=\"id_1182904188\">HSBC</h2><p>HSBC said the valuation gap between China and emerging markets may narrow, as foreign fund inflows pick up amid a growing awareness of the nation’s technological prowess.</p><p style=\"text-align: start;\">“In addition, A-share tech companies may also benefit from policy support,” Steven Sun, head of research at HSBC Qianhai Securities Ltd., wrote in a Feb. 6 note. “The missing link is that innovation in China has yet to be translated into higher profitability, which can only be solved through demand-side stimulus.”</p><h2 id=\"id_2426795774\">Bank of America</h2><p>Bank of America Corp. strategists expect US stock-market outperformance to continue to fade after a relentless run was halted in the early part of 2025.</p><p>They recommend being long Chinese equities as they’re not expecting an escalation of the trade-and-technology war with the US.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数","LI":"理想汽车","BABA":"阿里巴巴","YINN":"三倍做多富时中国ETF-Direxion","09888":"百度集团-SW","09961":"携程集团-S","02015":"理想汽车-W","BILI":"哔哩哔哩","00700":"腾讯控股","BIDU":"百度","WB":"微博","00981":"中芯国际","PDD":"拼多多","09988":"阿里巴巴-W","01211":"比亚迪股份","GOTU":"高途","XPEV":"小鹏汽车","TCOM":"携程网","NTES":"网易","09626":"哔哩哔哩-W","01024":"快手-W","TCEHY":"腾讯控股ADR","02202":"万科企业","JD":"京东","09618":"京东集团-SW","01810":"小米集团-W","IQ":"爱奇艺","09999":"网易-S","09868":"小鹏汽车-W","HSCEI":"国企指数","09866":"蔚来-SW","NIO":"蔚来","EDU":"新东方","HSI":"恒生指数","09898":"微博-SW","BEKE":"贝壳","TME":"腾讯音乐","HSTECH":"恒生科技指数","RLX":"雾芯科技","03690":"美团-W","VIPS":"唯品会"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161543026","content_text":"China’s AI-driven stock rally is drawing support from Wall Street strategists, who say the newfound tech prowess will help extend a bull run.Strategists from Morgan Stanley, JPMorgan Chase & Co., UBS Group AG and more expect stock gains spurred by DeepSeek’s artificial intelligence model to continue. The global shock and awe over the Chinese startup has spurred a fundamental rethink over the market’s attractiveness, challenging previous assumptions that the nation is lagging behind in cutting-edge technologies.Here is the view of Wall Street:JPMorganJPMorgan strategists including Rajiv Batra noted that fund flows into Chinese internet names have been positive this year, with a surge following the DeepSeek shock. “We see a window of opportunity in Asia over the coming months, with another tactical rally in China driving upside,” they wrote.Morgan Stanley“Global investors are starting to reassess China’s investability within the tech and AI space, after an extended period of limited attention,” Morgan Stanley strategists including Laura Wang wrote in a note dated Tuesday. “We expect the momentum to sustain in the near-term given global investors’ light positioning.”Goldman SachsGoldman Sachs expects Chinese breakthroughs in AI development and application \"could materially alter\" the stock market trajectory.The Wall Street bank estimates AI-enabled efficiency improvement could increase earnings by 2% for Chinese equities, while brighter growth prospects could lead to a 20% valuation uplift for Chinese firms, narrowing the gap with U.S. peers.China's \"hard tech\" stocks trade at a price representing 23.6 times earnings, while \"soft tech\" shares trade at 13.9. The price-to-earnings ratio of the biggest U.S. tech stocks, the so-called \"Mag 7\", is 31, showed the Goldman report dated Feb 4.Deutsche BankChinese stock gauges will top prior highs in the medium term as the world wakes up to the competitiveness of its companies, according to Deutsche Bank.The artificial-intelligence product DeepSeek and innovation in electric vehicles will serve as catalysts for global money to return to Hong Kong and Chinese stocks, analyst Peter Milliken wrote in a note. Chinese companies across a range of sectors are delivering products that are often better than those from rivals and aren’t sufficiently recognized for it, he said.“We think 2025 is the year the investing world realizes China is outcompeting the rest of the world,” Milliken wrote. “Investors we believe will have to pivot sharply to China in the medium term, and will struggle to get access to its stocks without bidding them up.”UBSBased on the experience during the 4G, 5G and cloud computing eras, “it would seem that we are less than halfway through the rally” driven by DeepSeek, UBS strategists including James Wang wrote in a note dated Wednesday. Ample liquidity and lower interest rates should help AI-related names to further re-rate, they added.HSBCHSBC said the valuation gap between China and emerging markets may narrow, as foreign fund inflows pick up amid a growing awareness of the nation’s technological prowess.“In addition, A-share tech companies may also benefit from policy support,” Steven Sun, head of research at HSBC Qianhai Securities Ltd., wrote in a Feb. 6 note. “The missing link is that innovation in China has yet to be translated into higher profitability, which can only be solved through demand-side stimulus.”Bank of AmericaBank of America Corp. strategists expect US stock-market outperformance to continue to fade after a relentless run was halted in the early part of 2025.They recommend being long Chinese equities as they’re not expecting an escalation of the trade-and-technology war with the US.","news_type":1},"isVote":1,"tweetType":1,"viewCount":327,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":20,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}