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.

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cls.cnApr 23 21:21 ET

Express News | U.S.-Listed Chinese Stocks Surge In Overnight Trading, $Alibaba(BABA.US)$ and $Bilibili(BILI.US)$ Rise 2%, $JD.com(JD.US)$ and $Baidu(BIDU.US)$ Shares Up 1%; $PDD Holdings(PDD.US)$ Soars 3%

Moomoo 24/7Apr 22 22:05 ET

US Morning News Call | Powell Warns Tariffs May Cause Inflation and Growth Challenges

Moomoo Breakfast USApr 17 07:19 ET

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.

cls.cnApr 17 00:40 ET

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.

cls.cnApr 15 22:25 ET

Under the Deepseek effect, Goldman Sachs puts cold water on the Datacenter boom: the Global Datacenter utilization rate has reached its peak.

From the release of DeepSeek, which is a low-cost competitor to ChatGPT, to Microsoft scaling back its Global AI Datacenter projects, and Alibaba Director Zhang Yong warning about a bubble in USA AI infrastructure investments, multiple warning signals are flashing: the boom in AI Datacenters may soon be facing a cool down.

wallstreetcnApr 10 18:10 ET