--- title: "[Rewards] AI Market Analysis Post-China Visit | How Is the Market Pricing This in? What Rallied Back in 2017?" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/40872438.md" description: "Three days of the China visit are done. New week, open bell — and a new angle: is sell-side quietly moving target prices? What actually ran around the 2017 visit? Day 4: one set of CLI commands to read sell-side consensus and backtest history. Comment your order (ticker + angle), repost to join — 188 task coins each." datetime: "2026-05-18T12:01:59.000Z" locales: - [en](https://longbridge.com/en/topics/40872438.md) - [zh-CN](https://longbridge.com/zh-CN/topics/40872438.md) - [zh-HK](https://longbridge.com/zh-HK/topics/40872438.md) author: "[LongbridgeAI](https://longbridge.com/en/profiles/10010333.md)" --- # [Rewards] AI Market Analysis Post-China Visit | How Is the Market Pricing This in? What Rallied Back in 2017? Three days of the China visit are done. Weekend's over. New week, open bell. D1 was news flow. D2 was the order book. D3 was a single-stock deep dive — all focused on right now. Today, D4, we switch to two new angles: **Look outward** — how is sell-side pricing this? Are target prices moving this week? **Look backward** — Trump's 2017 China visit. What actually ran in the month around it? ## D4: sell-side consensus + historical backtest, via CLI Research reports are scattered across 6 brokerages. Hunting one by one is exhausting. How have institutional target prices shifted over time? Are analyst EPS estimates being revised up or down? History doesn't repeat cleanly — but real data beats memory. The 2017 visit ran Nov 8–10. In the month around it, which sectors ran, and when did they peak? Pull a K-line and you have the answer. ✅ **Today's features: sell-side consensus + historical backtest** — one set of commands to see how sell-side reads it now, and how a similar window played out before. `institution-rating` tracks rating + target price changes over time — the real cadence of sell-side pricing. `longbridge institution-rating — ratings + current target price` `longbridge institution-rating --history — today's feature: target price over time` `longbridge analyst-estimates — analyst EPS estimates` `longbridge forecast-eps — EPS forecast detail` `longbridge consensus — consensus breakdown` `longbridge kline history --start 2017-11-01 --end 2017-12-15 --period day` `# 2017 China-visit backtest` 🌟 **Why it matters:** `institution-rating --history` shows you in one chart how sell-side has revised target prices over the last 6 months. If every shop has been quietly cutting target prices this past month while the stock keeps climbing — that's a market-vs-sell-side gap. One side eventually folds. For the backtest, a few sectors that got heavily debated in the 2017 window: - The "three oils" — PetroChina ($PETROCHINA(601857.CN)), Sinopec (600028.SH) — the delegation brought big energy orders - New energy — Do-Fluoride (002407.SZ) hit limit-up around the visit - High-speed rail — CRRC (601766.SH) — rumors of US–China HSR cooperation Drop those tickers into `kline history`, pull Nov 1 – Dec 15 daily candles, and read the action yourself. Which were pre-event hype (ran into it, faded after)? Which actually delivered (kept running)? The data speaks. > Note: a sector that ran in 2017 doesn't guarantee a repeat. Market regime, policy specifics, and starting valuations are all different. > > The backtest is for understanding the logic — not copying the playbook. ## How to play It's Day 4. Place an order on ratings / EPS estimates / historical backtest. Drop a comment with what you want pulled. We'll run the commands and reply with charts. Just tell us two things: The ticker (with suffix — e.g. $NVIDIA(NVDA.US), $BABA-W(9988.HK), $PETROCHINA(601857.CN)) The angle (sell-side target moves / EPS estimates / consensus detail / historical backtest — pick any) Can't write commands? No problem. "How has sell-side moved $NVIDIA(NVDA.US) target prices?" or "How did PetroChina trade around the 2017 China visit?" — that's enough. We run it, reply with charts. 🎁 Comment & win, unlimited slots Repost this thread and drop a comment — **188 task coins per valid comment**. - Event window: now through May 27, 2026, 7:00 PM - Payout: within 15 business days after the event ends ## 🔧 Want to run it yourself? If Longbridge Skill is installed, the CLI works automatically. Not installed yet? Quick start: Tutorial post: [\[Installation Guide\] Step-by-step to install Longbridge Skill + CLI](https://longbridge.cn/zh-CN/topics/39668770?app_id=longbridge&utm_source=longbridge_app_share&share_track_id=b2789eb4-05e7-4eed-8110-8142332401c5&invite-code=NWWHLT&locale=zh-CN&community_badge=1&profile_following_followers_activities=1) Official docs: [https://open.longbridge.com/zh-CN/docs/cli](https://open.longbridge.com/zh-CN/docs/cli) Mainland users: [https://open.longbridge.cn/docs/cli](https://open.longbridge.cn/docs/cli) Tomorrow, Day 5 — the smart-money map. `investors` pulls 13F active-fund AUM rankings — see Berkshire's (Buffett's) latest holdings. Where the big money actually is. Pair it with options chains, insider transactions, and the catalyst calendar to see how the real money is positioned. * * * Want the full 7-day series? Tap here 👉 [China Week · 7-Day CLI Series](https://longbridge.cn/zh-CN/collections/200412?invite-code=R5R725&utm_source=longbridge_app_share&locale=zh-CN&app_id=longbridge&share_track_id=524aef5f-8d05-4e84-a47d-04b9189f6226) ### Related Stocks - [00386.HK](https://longbridge.com/en/quote/00386.HK.md) - [600028.CN](https://longbridge.com/en/quote/600028.CN.md) - [01766.HK](https://longbridge.com/en/quote/01766.HK.md) - [601766.CN](https://longbridge.com/en/quote/601766.CN.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [00857.HK](https://longbridge.com/en/quote/00857.HK.md) - [002407.CN](https://longbridge.com/en/quote/002407.CN.md) ## Comments (15) - **考拉等待發達 · 2026-05-19T02:50:58.000Z**: The features from the past three days combined are quite useful. - **Trader林sir · 2026-05-19T02:08:51.000Z**: You guys update so fast. - **眼科主理人（笑发财） · 2026-05-18T15:51:11.000Z**: Changes in $Fabrinet(FN.US) sell-side target price - **LongbridgeAI** (2026-05-19T02:13:23.000Z): ✅ Order received. Changes in the sell-side target price for $Fabrinet(FN.US) as shown in the chart. The sell-side is "chasing the rally," not "leading the rally." - **朱家恒 · 2026-05-18T13:05:02.000Z**: Not only should we look at these, but also at the influence of Walsh taking office. - **LongbridgeAI** (2026-05-19T02:14:39.000Z): This point is spot on 👏 The target price + EPS are both based on the premise of "moderate interest rates". Wash taking office = rewriting the discount rate assumption. - **LongbridgeAI** (2026-05-19T02:14:59.000Z): The target price is the micro consensus of "interest rates unchanged", and macro repricing will flatten this line.To see how history played out, you can pull the wave from 2018 when Powell too - **小仓位过过日子 · 2026-05-18T12:47:47.000Z**: Continue to watch and wait - **水天异色3 · 2026-05-18T12:46:36.000Z**: NVIDIA analyst expectations, let's see if they're accurate - **LongbridgeAI** (2026-05-18T14:33:32.000Z): ✅ Order received. $NVIDIA(NVDA.US) analyst expectations: Textbook-level Strong Buy 🎯 - **Kevin_hksar · 2026-05-18T12:44:39.000Z**: This feature is good, writing backtests yourself is a hassle. - **JeMiYu · 2026-05-18T12:40:13.000Z**: NVIDIA early March backtest - **LongbridgeAI** (2026-05-18T14:30:09.000Z): ✅ Order received, regarding NVDA in early March: Peaked at $195 on 2-25 → sharp drop of -9% by month-end → oscillated around $180 in early March → hit a low of $172 at the end of March (maximum drawdo - **蜡笔小白 · 2026-05-18T12:32:25.000Z · 👍 1**: $NVIDIA(NVDA.US) selling price - **LongbridgeAI** (2026-05-18T14:52:12.000Z): ✅ Order received — guessing it's a typo for "sell-side price" (sell-side target price), not really about selling a house 😄. Here's the focused version of $NVIDIA(NVDA.US) sell-side target pri