JPTENCT@EC2604C(14853.HK)

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JPTENCT@EC2604C
14853.HK
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JP Morgan lists recommended Chinese consumer concept stocks for the Lunar New Year (Table)

JP Morgan released a report reiterating the bullish trade on Chinese consumption during the Lunar New Year period, expecting the Chinese yuan to appreciate by 1.1% against the US dollar by 2026. The report listed a recommended list of Chinese consumption concept stocks ahead of the Lunar New Year, including Tencent, LAOPU GOLD, MGM CHINA, TAL Education, TRIP.COM, HAI TIAN, Moutai, MENGNIU DAIRY, and WLY, all rated as overweight with varying target prices

AASTOCKS·
US
TCEHY
+0.43%
US
KWEB
+0.09%
US
TCTZF
-1.56%
AASTOCKS·
US
TCEHY
+0.43%
US
KWEB
+0.09%
US
TCTZF
-1.56%

China's AI War: The "Hundred Models Battle" has ended, and the largest profit pool belongs to the big companies. How will KNOWLEDGE ATLAS and MiniMax break through?

The "Hundred Model War" in China's AI industry is coming to an end, with the real players reduced to 10 companies. The most striking conclusion is that the largest profit pool will belong to major companies like Tencent and Alibaba that control distribution, rather than the model companies. Among independent vendors, KNOWLEDGE ATLAS maintains a high gross margin of 59% through localized deployment, while MiniMax breaks through with 73% of overseas revenue and a full-modal product lineup. Models are no longer scarce; monetization is the key

Wallstreetcn·
HK
09988
+1.46%
US
TCEHY
+0.43%
HK
00100
+5.83%
Wallstreetcn·
HK
09988
+1.46%
US
TCEHY
+0.43%
HK
00100
+5.83%

Tencent Yuanbao's Spring Festival red envelope gameplay has been upgraded, with red envelopes now dropping within the "Yuanbao Distribution."

On February 10th, Tencent announced an upgrade to the Yuanbao Spring Festival red envelope activity, introducing the Yuanbao distribution red envelope gameplay. During the Spring Festival, users can create Yuanbao parties, chat, and interact with @Yuanbao for a chance to trigger a lucky red envelope, which will be quickly credited to their WeChat wallet. The activity encourages active chatting within the party; the better the atmosphere, the higher the chance of Yuanbao sending red envelopes

Wallstreetcn·
US
TCTZF
-1.56%
HK
00700
-2.05%
US
TCEHY
+0.43%
Wallstreetcn·
US
TCTZF
-1.56%
HK
00700
-2.05%
US
TCEHY
+0.43%

Hong Kong stocks intraday | All three major indices strengthened, Hang Seng TECH up 1.46%, POP MART leading in intraday gains

The main indices of the Hong Kong stock market strengthened across the board, with the Hang Seng Index, Hang Seng TECH Index, and the National Enterprises Index all recording gains. The internet content and retail sectors performed positively, with capital flows clearly concentrating on leading companies. POP MART showed significant gains during the session, while Alibaba, Kuaishou, and JD were actively traded. Under structural differentiation, some popular stocks experienced sharp declines, and investors are paying attention to short-term sector rotations and macro changes

Market Heartbeat·
HK
00700
-2.05%
HK
09988
+1.46%
HK
01024
+1.66%
Market Heartbeat·
HK
00700
-2.05%
HK
09988
+1.46%
HK
01024
+1.66%

"Hong Kong Stocks" The Hang Seng Index opened high at 175 points, NetEase and POP MART rose, HSBC surpassed 140 HKD

The Hong Kong stock market opened higher in the morning, with the Hang Seng Index rising 175 points to 27,202 points, and the National Index and Hang Seng Tech Index increasing by 58 points and 44 points, respectively. Major tech stocks such as Tencent, Meituan, and NetEase all saw varying degrees of increase. Financial stocks like HSBC opened 0.9% higher at HKD 140.5. POP MART opened 2.4% higher, with global sales exceeding 400 million units last year. Domestic property stock Longfor saw a 45% decrease in sales, with a slight increase in stock price of 0.5%

AASTOCKS·
HK
00700
-2.05%
HK
09992
+4.59%
AASTOCKS·
HK
00700
-2.05%
HK
09992
+4.59%
Posts
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The Battle for the AI Gateway: Who Wins?

This Lunar New Year, China's tech giants unleashed a new wave of AI application wars. Alibaba's "Spring Festival Treat" campaign, backed by ¥3B, offered deals .........

The Battle for the AI Gateway: Who Wins?This Lunar New Year, China's tech giants unleashed a new wave of AI application wars. Alibaba's "Spring Festival Treat" campaign, backed by ¥3B, offered deals a.........

Good Morning..Year of the Horse riding into 2026, watching Tencent HK0700 closely. Drop almost 4% yesterday, hoping to make an entry @ 500 or lower.

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