HSCEI ETF

Strategy Report

MAGC

02828

CQQQ

00HSI

<p>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...</p>

Roundhill China Magnificent Seven ETF

Invesco China Tech

Invesco Golden Dragon China

Hang Seng Index

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

China's tech giants offer lavish year-end bonuses amid AI talent war

Southbound Trading Records Net Purchase of HK$759 Million in SMIC

Meituan's Keeta Agrees to Amend Merchant Contract Terms Following Review by Hong Kong's Competition Commission

Alibaba-backed AI firm Zhipu AI launches Hong Kong IPO to raise US$560 million

Southbound Trading records net selling of Alibaba shares

Insider: Momenta is the supplier of autonomous driving solutions for BYD's Yangwang Auto

2025 E-commerce Review: Alibaba Intensifies Instant Retail Competition by Integrating Ele.me and Taobao Flash Shopping

BYD plans to launch multiple new models in 2026, including the Denza Z sports car

SMIC's Hong Kong stock price once rose by more than 5%, breaking through the 50-day moving average.

BYD applies for a patent related to an armrest structure, aiming to reduce the risk of deformation and fracture of the armrest tube

Xiaomi rolls out stable HyperOS 3 update to 12 new devices

Media reports analyze Xiaomi co-founder Lin Bin's future share sale plan

Xiaomi Co-Founder Lin Bin Plans to Sell $2 Billion in Stocks

BYD Applies for New Motor Control Patent to Improve Vehicle Operational Efficiency

A Shenzhen industrial park will be auctioned on the Ali Asset platform with a starting price of over 1 billion RMB

BYD responds to energy storage business layout on investor interaction platform

BYD applies for single-photon avalanche diode patent to improve sensor performance

BYD applies for a patent related to line diagnosis to improve the fault diagnosis accuracy of data communication lines

Chinese Tech Giants Increase Year-end Bonuses to Attract AI Talent

Southbound Trading records net sell of HK$1.279 billion in Tencent Holdings today