MBAMCS3@EC2702A

Morgan Stanley Raises Target Levels for Chinese Stock Indices

RADIANCE HLDGS

ANCHORSTONE

RIVERINE CHINA

REACH NEW HLDGS

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NUR HOLDINGS

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UBOT HOLDING

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Morgan Stanley projects a 9% upside for China's CSI 300 Index, raising its target to 5,400 points for Q2 2027, up from 4,840 for December 2026. The firm cites improved earnings momentum, driven by rising exports and a supportive capex cycle, particularly in AI data centers and robotics. The earnings outlook is more favorable following a better first quarter, with fewer companies missing consensus estimates. Investor focus is on Alibaba and Tencent, with expectations of strong revenue growth in cloud and gaming sectors.

GuruFocus

CSI 300

ISHARESCSI300-R

CAM CSI300

ISHARESCSI300

Morgan Stanley

Alibaba

BABA-W

TENCENT

Tencent

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MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

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MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

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MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

BABA-WR

Alibaba HK SDR 5to1

TENCENT-R

Tencent HK SDR 10to1

Tencent Holdings Limited

Morgan Stanley Sees 9% Upside For China's CSI 300

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Morgan Stanley has raised its Q2 2027 targets for major Chinese stock indexes, setting the Hang Seng Index at 28,400 and the CSI 300 Index at 5,400. The firm anticipates a moderate market rally due to improved corporate earnings, stronger supply chains, and a robust Renminbi. Morgan Stanley favors A-shares over offshore markets and emphasizes thematic stock picking, while warning of potential short-term volatility.

CoinLive

Hang Seng Index

ISHARESHSI

ChinaAMC CSI 300 ETF

FI CSOP HSI

CSOP HSI ETF

Yinhua MSCI China A ETF

CAM CSI300-R

FL2 CSOP HSI

FI2 CSOP HSI

ChinaAMC Hang Seng ETF

TRACKER FUND

China Southern Hang Seng ETF

Morgan Stanley Raises Q2 2027 Targets for Chinese Stock Indexes

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Chinese stocks reached an 11-year high, driven by a tech rally fueled by AI optimism and strong export growth. The Shanghai Composite index rose 1.1% to 4,225.02, while the CSI 300 Index increased by 1.7%. The CSI Semiconductor Index surged 6.3% to a record high. China's export growth rebounded in April, supported by demand from AI-related industries. Additionally, the producer price index hit a 45-month high. Investors are also focused on the upcoming meeting between US President Trump and Chinese President Xi Jinping, discussing key global issues.

Businesstimes News

SSE Index

ChinaAMC CSI Semiconductor Material & Equipment Thematic ETF

China Southern CSI Semiconductor Industry Custom ETF

GF Fund CSI Semiconductor Material Equipment Theme ETF

Harvest SSE STAR Chip ETF

Guotai CES Semiconductor Chip Industry ETF

GX CN SEMICON

Harvest CSI All Share Integrated Circuit ETF

E Fund CSI Semiconductor Material & Equipment Thematic ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

Guotai CSI Computer Theme ETF

Bosera CSI Semiconductor Industry ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Tianhong CSI Computer Theme ETF

GX CN SEMICON-U

GX CN ROBO&AI

Guotai CSI All Share Integrated Circuit ETF

ChinaAMC Guozheng Semiconductor Chip ETF

China Merchants CSI Semiconductor Industry ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

China stocks hit 11-year high on AI optimism, exports rebound

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The trading volume of the Shanghai and Shenzhen stock markets has surpassed 3 trillion yuan for the fourth consecutive trading day. According to Odaily, this marks a continued high level of activity in these markets.

Shenzhen Index

Conglomerates Index

Zheshang CSI 300 Enhanced Index Fund(LOF)-A

China Universal CSI 300 Index Initiating Fund(LOF)-C

Fortune SG SSE 180 Value ETF

E Fund CNI Value 100 ETF

China Southern Shenzhen Stock Exchange Component Stock ETF

China Merchants CSI All Share Investment Banking & Brokerage Index Fund-A

Yinhua CSI 300 Index Fund(LOF)-A

Shanghai and Shenzhen Markets See Trading Volume Exceed 3 Trillion Yuan for Fourth Consecutive Day

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MCHI

DRAG

AASTOCKS News

NASDAQ Golden Dragon China Index

iShares MSCI China

Roundhill China Dragons ETF

Invesco Golden Dragon China

*CN Apr PPI +2.8% YoY, vs +1.8% in Forecast

CHAU

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China created 2.99 million new urban jobs in Q1 2026, maintaining an unemployment rate of 5.3%, as reported by the Ministry of Human Resources and Social Security. This performance aligns with Beijing's target of 5.5% unemployment and over 12 million new jobs for the year. The government is focusing on supporting college graduates with job fairs and transportation for migrant workers. Meanwhile, the Shanghai Composite index decreased by 0.1% and the Shenzhen Component fell by 0.8%.

businessinsider

Direxion CSI 300 China

CITIC Securities Co., Ltd.

Sumitomo Mitsui Trust Holdings, Inc.

China’s Q1 urban job creation hits 2.99M as unemployment steadies at 5.3%

The Ministry of Commerce and the National Administration of Traditional Chinese Medicine have launched a pilot program for the integration of Traditional Chinese Medicine (TCM) service consumption and trade in 18 regions, including Beijing and Shanghai. Over the next three years, these regions will promote TCM cultural exchange, tourism, wellness services, and herbal cuisine, aiming to meet international wellness market demands and enhance TCM service offerings.

18 Regions Including Beijing and Shanghai Approved for Pilot Integration of Traditional Chinese Medicine Service Consumption and Service Trade

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Moody's has revised China's economic outlook to 'stable' from 'negative', highlighting the country's resilient economic and fiscal strength despite domestic pressures and geopolitical challenges. The agency anticipates a moderation in export growth, but believes China's competitiveness will mitigate the slowdown, resulting in a gradual easing of GDP growth.

ISHARES A50

Fullgoal SSE Composite ETF

Fullgoal CSI A50 ETF

Harvest FTSE China A50 ETF

Moodys

Moody's flags resilience in China economy, moves outlook to 'stable'

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The disclosure of 2025 annual reports has entered its peak period, sparking a wave of dividends, share repurchases, and shareholder stake increases among A-share listed companies. As of April 23, over 3,000 listed companies have released their 2025 annual reports, with more than 2,000 planning annual dividends and over 100 having already targeted interim dividends for 2026. Meanwhile, frequent share repurchase and stake increase activities reflect a significantly heightened awareness among listed companies to reward investors

Wallstreetcn

CSOP A50 ETF

GF Fund SSE 50 ETF

E Fund SSE 50 ETF

Over 3,000 Listed Companies Release 2025 Annual Reports, Combining Dividends, Share Repurchases, and Shareholder Stake Increases

MBAMCS3@EC2702A(29156.HK)

Morgan Stanley Sees 9% Upside For China's CSI 300

Morgan Stanley Raises Q2 2027 Targets for Chinese Stock Indexes

China stocks hit 11-year high on AI optimism, exports rebound

Shanghai and Shenzhen Markets See Trading Volume Exceed 3 Trillion Yuan for Fourth Consecutive Day

*CN Apr PPI +2.8% YoY, vs +1.8% in Forecast