Invesco China Tech

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Since April 3 when US President 懂王 officially announced &#34;reciprocal tariffs&#34;, China and the US have repeatedly raised tariffs on each other, with current bilateral tariffs exceeding 100%. As trade tensions escalate, there is a risk that the rivalry between the two countries could spill over into other areas. Notably: ① Recently, the US Treasury Secretary suggested that forced delisting of Chinese concept stocks listed in the US could be used as a bargaining chip in negotiations; ② On February 21, the White House issued the &#34;America First Investment Policy&#34; memorandum...

Roundhill China Magnificent Seven ETF

Invesco Golden Dragon China

Chinese concept stocks delisting: Will the 'wolf really come' this time? Don't worry, it's not doomsday!

Strategy Report

Hello everyone, I am Dolphin Research! Since the beginning of 2025, discussions about the disparity in asset trends between China and the U.S., as well as the hollowing out of American manufacturing, seem to have reignited the narrative of &#34;the East rising and the West declining.&#34; So far this year, Chinese concept technology assets have averaged a 30% rebound, with 23 percentage points contributed by valuation expansion. This week, we will once again enter the peak reporting week for Chinese concept stocks, and the urgent question is: How much room is left for the rise of Chinese assets? Will this peak reporting week for Chinese concept stocks serve as a &#34;cold water&#34; moment for capital revaluation during this period, or a &#34;refueling station&#34; moment? First, it must either have AI or performance...

Hello

A swarm of activity, is the revaluation of Chinese concept stocks facing a setback or a welcome surprise?

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00HSI

Hello everyone! I am Dolphin Research. Last week, I emphasized in the Dolphin Research Strategy Weekly that Chinese concept assets deserve a cognitive reassessment. From the asset performance last week, the valuation repair of Hong Kong stocks led by technology has been significant: the PE valuation of the Hang Seng Index and the Hang Seng China Enterprises Index has repaired to around 10X, reaching about the 60th percentile of the past five years. Next, an important question is, how much more room is there for reassessment? Before answering this question, let's first look at how the external economic data has provided a repair environment. 1. Is the U.S. economy overheating again? 1) Is inflation going to rebound? Since the beginning of the year...

HSCEI ETF

Hang Seng Index

Chinese Concept Stocks: How Much Longer Can They "Go Crazy"?

Hello everyone! I am Dolphin Jun. At the end of the year-end summary before the holiday, Dolphin Jun mentioned: &#34;Regarding Chinese assets, I personally feel that there is no further need for pessimism. In 2024, the macro environment is downward, while stock prices are upward. After several years of revaluation, a 10X price-to-earnings ratio is standard for Chinese internet assets. Beyond the short-term economic cycle, many Chinese internet assets hold massive cash reserves and have logic for market share improvement, making a long-term EPS growth rate of 10%+ absolutely feasible.&#34; After several years of suppression, the undervalued Chinese assets only need a 'tailwind' for revaluation...

Chinese concept stocks: Worth a serious "cognitive reassessment"!

Tencent Holdings released the Next Day Disclosure Report on share repurchase

BlackRock's Long Position in Meituan-W Decreases to 5.89%

Goldman Sachs reiterates 'Buy' rating on Tencent, encouraged by progress in its AI strategy

Tencent, CATL, and others join a new climate coalition to boost carbon credit demand

Hua Hong Semiconductor Reports Q1 2026 Results: Revenue Up 22%, Announces $6 Billion Expansion for Fab9B

SenseTime Wins China Visual AI Market Share #1 for 10th Consecutive Year

Kuaishou Increases Investment in Short Drama Incubation: 800 Million in Funds, 200 Million in Cash, and 1 Billion in Dedicated Traffic

Baidu Qianfan Launches Token Welfare Package: Multi-Model Support with Prices Up to 50% Off

Media focuses on controversy surrounding Meituan due to platform management issues

UOB Kay Hian Report Says Baidu Q1 Earnings Beat Expectations, Maintains Buy Rating with HKD 178 Target

Tencent Open Sources AgentDB to Solve AI Agent Memory Issues, Long-term Memory Accuracy Significantly Improved

Hygon Information Unveils World's First Post-Quantum Cryptography Smooth Migration Solution

Kuaishou Releases Short Drama Data: Daily Exposure Hits 129 Million, Supply Up 8x Year-on-Year

Goldman Sachs Reaffirms Buy Rating on Tencent with HKD 700 Target Price

Tencent WeChat AI Team Wins ICASSP Best Industrial Paper Award, First for Chinese Enterprise

Analysis of Baidu's Q1 2026 Earnings Call

CLSA forecasts Meituan's Q1 food delivery losses to shrink to 7B, maintains Outperform rating

Media follows up on the progress of paying social security for food delivery riders

China Mobile partners with Tencent to launch an AI-native workspace platform

Morgan Stanley raises targets for SMIC and Hua Hong, citing AI-driven mature process shortage

Amesite

Meiwu Tech

InMed Pharmaceuticals

Generation Income Properties

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Phoenix Asia

MetaVia

NextNRG

Co-Diagnostics

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

TCTZF

00700

J.P. Morgan has reaffirmed its Buy rating for Tencent Holdings, setting a price target of HK$690.00, while the shares closed at HK$460.20. Additionally, CGS International also issued a Buy rating, but Mizuho Securities maintained a Hold rating on the same day.

- J.P. Morgan analyst maintained a Buy rating on Tencent Holdings with a price target of HK$690.00 as of May 14, while shares closed at HK$460.20.  
- CGS International also issued a Buy rating for Tencent Holdings the same day.  
- Conversely, Mizuho Securities kept a Hold rating on the stock on May 14.

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Tencent Holdings Limited

TENCENT

JPMorgan Chase

Tencent

Mizuho Financial

Mizuho Financial Group, Inc.

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

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Tencent HK SDR 10to1

J.P. Morgan Sticks to Its Buy Rating for Tencent Holdings  (TCTZF)

KWEB

MCHI

In a report released yesterday, from HSBC maintained a Buy rating on Tencent Holdings , with a price target of HK$720.00.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks In a report released yesterday, Bernstein also maintained a Buy rating on the stock with a HK$780.00 price target.

- HSBC maintained a Buy rating on Tencent Holdings with a price target of HK$720.00 in a report released yesterday.  
- Bernstein also upheld a Buy rating for the company, setting a higher price target of HK$780.00.  
- These consistent positive ratings suggest strong confidence in Tencent Holdings from major financial institutions.

Krne Csi China Internet

iShares MSCI China

HSBC HOLDINGS

HSBC

AllianceBernstein

HSBC 5xShortSG241213

HSBC Holdings Plc

HSBC Keeps Their Buy Rating on Tencent Holdings  (TCTZF)

Poll: Fed to cut fed funds rate at least once this year, said 48 of 101 economists (71 of 103 in April poll)

Unusual Whales

Poll: Fed to cut fed funds rate at least once this year, said 48 of 101 economists (71 of 103 in April poll)

Kevin Warsh has been confirmed as the new chairman of the US Federal Reserve. While he asserts commitment to the Fed's independence, concerns arise about potential government influence. Warsh has criticized the Fed's interest rate strategies, reflecting some of President Trump's views, which may impact bond investors.

Businesstimes News

What bond investors should know about a Warsh-led Federal Reserve

NY Fed's Perli: Future Fed reserve management bill buying driven by market conditions.

NY Fed's Perli: Future Fed reserve management bill buying driven by market conditions.

CMB International Securities analyst Saiyi He has reiterated a Buy rating on Tencent Holdings (TCTZF), setting a price target of HK$750.00. The current analyst consensus for Tencent is a Strong Buy, with an average price target of HK$717.24. He specializes in the Communication Services sector and has an average return of 8.0% with a 49.86% success rate on his stock recommendations.

- Saiyi He from CMB International Securities reaffirmed a Buy rating on Tencent Holdings, setting a price target of HK$750.00.  
- He specializes in the Communication Services sector, covering Tencent Holdings and associated companies, achieving an average return of 8.0% with a 49.86% success rate.  
- The current analyst consensus for Tencent Holdings is a Strong Buy, with an average price target of HK$717.24.

Tencent Music

iQIYI

TME-SW

Tencent Holdings  (TCTZF) Receives a Buy from CMB International Securities

TCEHY

In a report released yesterday, from UBS maintained a Buy rating on Tencent Holdings , with a price target of HK$780.00.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks Tencent Holdings has an analyst consensus of Strong Buy, with a price target consensus of HK$718.80.

- UBS has reaffirmed a Buy rating on Tencent Holdings, setting a price target of HK$780.00.  
- The analyst consensus for Tencent Holdings is categorized as Strong Buy, with a price target consensus of HK$718.80.  
- This positive outlook indicates confidence among analysts regarding Tencent's market potential.

UBS Group AG

UBS Sticks to Their Buy Rating for Tencent Holdings  (TCTZF)

Chinese tech giant Tencent reported a 21% increase in Q1 net profit, reaching 58.1 billion yuan ($8.6 billion), driven by investments in artificial intelligence. The company is competing with rivals like Alibaba and ByteDance, and has made significant strides in AI, including hiring a former OpenAI researcher. Despite the profit growth, analysts warn of rising AI investment costs and slower video game sales impacting future earnings. Tencent's revenue for the quarter was 196 billion yuan, a 9% increase from last year.

- Tencent, a leading Chinese tech firm, reported a 21 percent increase in quarterly net profit, reaching 58.1 billion yuan ($8.6 billion) amid a strong push into the AI sector.  
- The company is competing with rivals like Alibaba and ByteDance while also investing in startups such as DeepSeek and acquiring the audio platform Ximalaya.  
- Despite these advancements, rising AI investment costs and slower video-game sales could impact future revenue growth, although Tencent expects AI to benefit its advertising business.

Yahoo Finance

BABA-W

Alibaba

OpenAI

DeepSeek

BABA-WR

Alibaba HK SDR 5to1

China tech giant Tencent sees Q1 profit jump after AI bets

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AAPB

NVDU

BRKU

KPDD

TSLL

NVDL

TSLR

Investor Duan Yongping's H&H International Investment disclosed a portfolio valued at $20 billion in its SEC 13F filing for Q1 2026, holding 19 securities. The top five holdings include Apple, Berkshire Hathaway, Nvidia, Pinduoduo, and Tesla. He also initiated a position in Circle, acquiring 200,000 shares at an average price of $95.41.

CoinLive

Berkshire Hathaway B

GraniteShares 2x Long AAPL Daily ETF

Direxion Daily NVDA Bull 2X Shares

Direxion Daily BRKB Bull 2X Shares

KraneShares 2x Long PDD Daily ETF

Direxion Daily TSLA Bull 2X Shares

GraniteShares 2x Long NVDA Daily ETF

GraniteShares 2x Long TSLA Daily ETF

Apple

NVIDIA

Tesla

Circle

Berkshire Hathaway

NVIDIA Corporation

Investor Duan Yongping's Portfolio Revealed in SEC Filing

PDDL

Shein has accused Temu of large-scale copyright infringement in a legal battle at London's High Court, claiming Temu used thousands of its photos to promote copies of its clothing. Temu counters that Shein is using litigation to hinder competition. The case could impact platform practices and intellectual property enforcement in global e-commerce. Temu has also counter-claimed for damages after removing product listings due to Shein's injunction. Both companies are involved in a broader legal conflict, with implications for their rapid international expansion amid regulatory changes.

- Online fast-fashion platform Shein has accused Temu of large-scale copyright infringement, igniting a trial at London's High Court.  
- The case reflects a broader global legal battle between the two companies, with potential effects on supplier relationships and intellectual property enforcement in e-commerce.  
- Temu argues that Shein’s lawsuit is an attempt to undermine competition, while also pursuing its own claims against Shein regarding competitive practices.

GraniteShares 2x Long PDD Daily ETF

Shein accuses Temu of 'industrial scale' copyright breaches in UK legal battle

Invesco China Tech(CQQQ.US)

J.P. Morgan Sticks to Its Buy Rating for Tencent Holdings (TCTZF)

HSBC Keeps Their Buy Rating on Tencent Holdings (TCTZF)

Poll: Fed to cut fed funds rate at least once this year, said 48 of 101 economists (71 of 103 in April poll)

What bond investors should know about a Warsh-led Federal Reserve

NY Fed's Perli: Future Fed reserve management bill buying driven by market conditions.