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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 China Tech

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...

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

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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"!

JD Industrial Development Signs Strategic Cooperation Agreement with Songmics to Build Overseas Warehouse Ecosystem

KE Holdings Q1 FY2026 Earnings: Net Income Surges 46.7% to 1.26B RMB Despite 19% Revenue Decline

Alibaba's Qwen Large Model to Receive a Major Upgrade

Beike Q1 2026 Adjusted Net Profit RMB 1.611 Billion, Up 15.7%

JD.com Q1 Earnings: Revenue Up 4.9%, Net Profit Down 53% as New Business Segment Suffers Massive Losses

Profund Advisors LLC Reduces Stake in Alibaba

Nio China Charging Stations Exceed 5,000, Plans Infrastructure Expansion

Huatai Securities Maintains Buy Rating on Huazhu Group with Target Price of 55.64 HKD

SPDB Reiterates 'Buy' Rating on Alibaba (9988.HK)

Alibaba Releases Qwen3.7 Max/Plus Previews, Ranked No.1 in China on Arena

Omdia Report: Alibaba Cloud's Share in China's AI Cloud Market Rises to 38.1%, Staying No.1 in 2025

Alibaba Cloud Officially Launches QoderWork Design Desk

JD Announces 618 Starts May 30, Offers Up to 50% Off and Full AI Integration

JHC Japan City Partners with JD's Jingzao to Launch Over 1,000 Products

Alibaba Releases 2026 Fiscal Year Financial Report: Revenue Surpasses Trillion But Net Profit Plummets

Alibaba launches AI Native design workbench QoderWork

JD.com Announces Global First Auction of Simulated Robots on May 22

JD.com Launches 618: Unveils AI Medical Devices, Sets 3-Year Sales Target at 20 Billion

JD Announces AI R&D Investment Growth Over 200%, Jingyan Users Near 80 Million

Alibaba Cloud Summit Preview: Qianwen to Welcome a "Heavyweight New Friend" on May 20

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

Wellgistics Health

Huachen AI Parking Management Tech

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Sunshine Biopharma

AIM ImmunoTech

Virax Biolabs

NextNRG

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Morgan Stanley reports that China's AI industry is transitioning from technology catch-up to value capture, with companies like Meitu and Alibaba as top stock picks. The focus has shifted to optimizing speed and cost efficiency, enabling rapid AI adoption across the economy. The report highlights the importance of energy systems and local infrastructure in supporting AI growth, with key investment opportunities identified in various operational layers of the AI stack.

- Morgan Stanley identifies Meitu and Alibaba as top stock picks in China's emerging AI sector, now focused on value creation and rapid adoption.  
- Analysts note that China has shifted from merely developing AI capabilities to optimizing for efficiency and large-scale commercialization, supported by strong government backing.  
- The report highlights a need for investment in energy systems to meet the increasing demands of AI deployment, with companies like CATL and Unimicron positioned to benefit from these changes.

Businesstimes News

Alibaba

KraneShares 2x Long BABA Daily ETF

BABA 2x Long Daily ETF - GraniteShares

China’s AI industry transitioning from technology catch-up to value capture: Morgan Stanley

Kevin Warsh will be sworn in as the new chair of the US Federal Reserve on Friday, succeeding Jerome Powell. His arrival coincides with a significant drop in rate cut expectations, with only a 38.2% chance of cuts by 2026. Warsh is perceived as more hawkish on inflation, which contrasts with President Trump's push for immediate rate cuts. His first major policy test will be at the June 16 Federal Open Market Committee meeting, amid concerns about potential conflicts of interest due to his investments in AI and crypto companies.

CoinLive

Market News: Kevin Warsh Takes Over as Fed Chair Friday as Rate Cut Hopes Hit Historic Lows

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.

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

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02618

EBIZ

ONLN

IBUY

JD-SWannounced its 618 shopping festival starting May 30, featuring discounts up to 50% and a new 'Low-price Hot Sale' campaign. The event includes an 'Online RMB2 Store' and upgraded 'Double Compensation for Higher Price' service. JD's European brand Joybuy will also participate, offering extensive logistics support. Additionally, JD plans to enhance AI integration across various sectors, with a 200% increase in AI R&D investment this year, launching AI-driven services during the festival.

- JD-SW announced its 618 shopping festival will start at 8 pm on May 30, featuring discounts up to 50% and new campaigns like "Low-price Hot Sale."  
- The event will include exclusive offers such as an "Online RMB2 Store" and promotions for new products at RMB1.  
- JD is also enhancing its AI capabilities in multiple sectors and increasing its investment in AI by over 200%, with significant applications planned for logistics during the festival.

AASTOCKS News

JD.com

JD-SW

JD LOGISTICS

Global X E-commerce ETF

SPDR S&P Retail ETF

VanEck Retail ETF

ProShares Online Retail

Amplify Online Retail ETF

KraneShares 2x Long JD Daily ETF

JD HEALTH

JD-SWR

JD HEALTH-R

JD-SW  Launches 618 "Low-price Hot Sale" Campaign, Fully Upgrades Double Compensation Service

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JD's 618 campaign will officially start at 8pm on May 30 and run until June 21. Eric Qi, Head of Platform Operations, announced continuous auction events during the preheating period, including the world's first simulation robot auction on May 22.

- The press conference for the JD 618 launch in 2026 announced that the campaign starts at 8 PM on May 30 and runs until June 21.  
- Eric Qi of JD-SW highlighted that there will be continuous auction events leading up to the launch, including the world's first simulation robot auction this Friday.  
- As of May 18, JD-SW's short selling was reported at $153.34 million with a ratio of 29.833%.

JD 618 Campaign to Kick Off at 8pm on May 30

YUMC

09987

EATZ

Pizza Hut's AI system caused 'cascading' problems and $100M in damages, franchisee alleges in new suit

businessinsider

Yum! Brands

YUM China

YUM CHINA

AdvisorShares Restaurant ETF

Invesco Leisure & ENT ETF

Pizza Hut's AI system caused 'cascading' problems and $100M in damages, franchisee alleges in new suit

S&P Global Ratings warns that JD-SWmay face challenges in sustaining its business improvement due to reduced subsidies and intensified competition in food delivery. Despite a strong start in 1Q26 with a 25% YoY increase in active customers, growth momentum may slow as food delivery subsidies decline. Losses in new businesses narrowed, but significant losses remain. JD-SW aims to improve food delivery unit economics, but competition may lead to increased subsidies during the peak season.

- S&P Global Ratings indicates that JD-SW may face growth challenges in the next one to two quarters due to reduced subsidies and increased food delivery competition.  
- In 1Q26, JD-SW's active customer base grew by 25% YoY, and shopping frequency increased by 37% YoY, although momentum in electronics weakened.  
- The firm expects difficulties in sustaining growth as food delivery subsidies decrease and competition intensifies during the summer peak season, necessitating precise subsidy deployment to control losses.

S&P Global

S&P Global: JD-SW Biz Improvement May Face Obstacles

S&P Global Ratings highlighted potential challenges for JD.com in sustaining growth, noting that while the company's core retail business exceeded expectations in Q1, a reduction in promotional activities could slow growth and user acquisition. Increased competition in the food delivery sector may also pose risks, prompting S&P to recommend more targeted promotions in that area.

S&P Global Ratings Highlights Challenges for JD.com in Maintaining Growth

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Alibaba Group Holding Ltd. has filed a Form 13F with the U.S. SEC, reflecting its investment discretion over more than US$100 million in U.S. equity securities. The filing highlights its weighted voting rights structure and governance risks. Alibaba's ordinary shares offer one vote per share, and its ADSs are listed on the NYSE. The latest analyst rating for Alibaba stock is a Buy with a price target of HK$204.00.

- Alibaba Group Holding Ltd. has filed a Form 13F with the U.S. Securities and Exchange Commission, reporting its investment in over US$100 million of eligible U.S. equity securities as of March 31, 2026.  
- The company indicated that its governance structure includes weighted voting rights, posing specific risks for investors, while maintaining that its ordinary shares offer one vote each.  
- Analysts currently rate Alibaba stock as a Buy with a price target of HK$204.00, reflecting the company's presence in both the Hong Kong and U.S. markets.

Invesco Golden Dragon China(PGJ.US)

China’s AI industry transitioning from technology catch-up to value capture: Morgan Stanley

Market News: Kevin Warsh Takes Over as Fed Chair Friday as Rate Cut Hopes Hit Historic Lows

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

JD-SW Launches 618 "Low-price Hot Sale" Campaign, Fully Upgrades Double Compensation Service

JD 618 Campaign to Kick Off at 8pm on May 30

Pizza Hut's AI system caused 'cascading' problems and $100M in damages, franchisee alleges in new suit

S&P Global: JD-SW Biz Improvement May Face Obstacles

S&P Global Ratings Highlights Challenges for JD.com in Maintaining Growth

Alibaba Files Form 13F as Investment Manager, Highlights WVR Structure