---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/38882065.md"
description: "US Stocks: AI computing power/application, tech giants, growth stocks benefiting from interest rate cuts are the core; focus on data centers, semiconductors, cloud services.Hong Kong Stocks: AI + internet, high-end manufacturing going global, innovative drugs, domestic consumption; benefiting from southbound capital and valuation recovery.Common themes: AI industry chain, Fed rate cuts, leading Chinese tech and global expansion companies.My first trade of the new year was on $TENCENT(00700.HK), and I used derivative warrants and callable bull/bear contracts to amplify my investment returns."
datetime: "2026-02-25T14:08:44.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38882065.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38882065.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38882065.md)
author: "[HK小富婆](https://longbridge.com/en/profiles/10122915.md)"
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/topics/38882065.md) | [繁體中文](https://longbridge.com/zh-HK/topics/38882065.md)


# US Stocks: AI computing power/application, tech gi…


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