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"?

Alibaba's stock rises, analysts maintain rating

Southbound capital recorded a net inflow of HK$432 million into SMIC on December 11

Alibaba Became the Most Actively Traded Stock in Southbound Stock Connect (Shenzhen) Yesterday

BYD executive warns of a "seismic shift" in the Australian auto market with the rise of Chinese brands.

Industry analysis points to BYD's CTB technology as key to achieving 'Smart Home on Wheels'.

BYD partners with Prime Bank in Bangladesh to offer special loan benefits for car buyers.

Nubia responds to rumors of its 'Doubao' mobile app being blocked by Tencent and Alibaba's app stores

Paramount SkyDance deal in flux as Tencent reportedly withdraws $1 billion funding commitment

Haikou Establishes a Coordinated Regulatory Mechanism for Plastic Ban on Food Delivery Platforms

Suspected images of Lei Jun's new Xiaomi car exposed online

Southbound Capital Recorded a Net Sale of SMIC Shares on December 10

USTC and Tencent achieve a breakthrough in 3D model generation technology

Meituan Travel data shows a surge in bookings for local 'snow holiday' tours in Jilin, Hulunbuir, and other areas

Southbound funds recorded a net sale of approximately HK$606 million in Tencent Holdings on December 10.

Sei partners with Xiaomi to pre-install crypto wallets, expanding into global stablecoin payments

Reports indicate the UK has become BYD's largest overseas market

Xiaomi's global version of HyperOS is rumored to match the performance of its Chinese version.