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...

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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"!

JPMorgan Raises Baidu Target Price to HKD 225, Bullish on Strong AI Growth

Haitong International: Baidu Q1 Earnings Beat Expectations Driven by AI, Raises US Target Price to $201

Kuaishou boosts promotion of Jay Chou's new album 'Son of the Sun', achieving 2.64 billion online exposures.

KUAISHOU-WR to Release FY2026 Q1 Earnings on May 27 After-Market (BJT), Forecast Revenue HKD 38.52 B

Meituan's self-operated retail business 'Xiaoxiang Supermarket' to launch in Jinan and Qingdao, Shandong in May

Analysts Maintain Buy Rating on Baidu, Target Prices at 187 and 179 HKD

Kuaishou Technology Plans to Hold Annual General Meeting on June 25, 2026

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

InMed Pharmaceuticals

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

Amesite

CN Energy

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

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

RERE

BEKE

ACMR

SOHU

ZEPP

HSAI

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ATRenew(RERE) rose 11.56%, with a trading turnover 18.2 Million USD, and a year-to-date fell 3.1%. KE(BEKE) rose 5.17%, with a trading turnover 171.3 Million USD, and a year-to-date rose 21%. Canaan(CAN) fell 13.61%, with a trading turnover 8.4 Million USD, and a year-to-date fell 39.6%. Zepp Health(ZEPP) fell 13.59%, with a trading turnover 1.5 Million USD, and a year-to-date fell 65.8%.

- The Nasdaq Composite Index fell by 0.84%, with a year-to-date increase of 11.3%.  
- The S&P 500 Index declined by 0.67%, up 7.4% year-to-date, and the Dow Jones Index dropped by 0.65%, gaining 2.7% for the year.  
- Notable stock movements include RERE rising 11.56% and CAN dropping 13.61%, while BEKE increased by 5.17%.

Top Gainers&Losers

ATRenew

ACM Research

Sohu.com

Canaan

Zepp Health

Hesai

Chaince Digital

Canadian Solar

Top 5 CDRs Gainers/Losers (>100M) (5.19)

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AAPB

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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

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

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Treasury yields have surged to multi-year highs, with the 30-year yield exceeding 5.1% and the 10-year at 4.6%, driven by inflation concerns. Futures markets indicate a strong likelihood of a Fed rate hike by early 2027, potentially as soon as December. These higher yields could increase mortgage and corporate borrowing costs, negatively impact stocks, and slow economic growth.

Dow Jones Industrial Average

Dow Jones U.S. Index

NASDAQ Composite Index

NASDAQ-100

S&P 500

Bond yields hit highs as Fed hike bets surge

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GuoSen analyst has reaffirmed a Buy rating for Tencent Holdings (TCTZF) with a price target of HK$610.00, while the shares closed at HK$456.40. CGS International also issued a Buy rating, contrasting with Mizuho Securities' Hold rating from May 14.

- GuoSen analyst maintained a Buy rating on Tencent Holdings, setting a price target of HK$610.00, while shares closed at HK$456.40.  
- CGS International's Lei Yang also issued a Buy rating for Tencent Holdings in a report on the same day.  
- Mizuho Securities, however, maintained a Hold rating for Tencent Holdings on May 14.

Tip Ranks

Tencent

TENCENT

Tencent Holdings Limited

VanEck Video Gaming and eSport ETF

GUOSEN SECURITIES

Mizuho Financial

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TENCENT-R

Tencent HK SDR 10to1

GuoSen Sticks to Its Buy Rating for Tencent Holdings  (TCTZF)

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.

JPMorgan Chase

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

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

One result of the massive monetary expansion was an upsurge in inflation, to a peak of over 9% in 2022—which the Fed infamously termed “transitory.”

Grading Powell’s Fed: Good for stocks, bad for affordability

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MCHI

U.S. President Donald Trump has announced a trade agreement with China during a meeting with President Xi Jinping in Beijing. This announcement marks a significant step in U.S.-China trade relations and occurred on the final day of Trump's three-day state visit to China.

NASDAQ Golden Dragon China Index

Krne Csi China Internet

iShares MSCI China

U.S. President Donald Trump Announces Trade Deal with China

China's digital industry experienced accelerated growth in Q1 2023, with revenue rising 13% to CNY9.5 trillion. The top 10 regions contributed 83% of total revenue, while profits surged 23.6% to CNY737.8 billion. The electronics and information manufacturing sector outperformed, with a 14% increase in value-added output. Telecom services grew 8.3%, and software revenue rose 12%. The digital sector is crucial for the digital economy, encompassing various technology-related fields.

Yicai

China's Digital Industry Grows Faster in First Quarter

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)

Invesco China Tech(CQQQ.US)