iShares China Large Cap

Alibaba Cloud Launches Qwen3.7-MaX with Significant Performance Boosts

Fliggy Launches Hotel Merchant AI Assistant, Over 110k Hotels Join with 70% Efficiency Boost

Alibaba Unveils 128-GPU AI Server Based on Zhenwu M890

National subsidies increase for Tmall 618, adding 22 new categories

Alibaba Cloud Launches Next-Gen AI Chip Zhenwu M890

Apple, Huawei, Xiaomi Cut High-End Phone Prices for 618

BYD Announces Its Advanced Driver-Assistance System (ADAS) Equipped Vehicle Parc Has Exceeded 2.99 Million Units

Alibaba holds Cloud Summit in Hangzhou, may release a major new AI model

Xiaomi will hold a 'Human x Car x Home' new product launch event on May 21 to unveil the Xiaomi YU7 GT electric vehicle

BYD's third-generation Yuan PLUS will be launched on May 21

Over 10 car companies, including BYD, have raised prices on some models

BYD applies for a vehicle seat patent to enhance the layout flexibility of smart cabins

BYD sales in China slow as overseas deliveries skyrocket

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

Xiaomi Co-founder Lin Bin Plans to Reduce Shareholding Starting December 2026

Tencent Holdings released the Next Day Disclosure Report on share repurchase

BlackRock's Long Position in Meituan-W Decreases to 5.89%

China's Auto Patents Surge, BYD's Quarterly R&D Expenses Exceed 10 Billion Yuan

BYD launches three new energy vehicles in Bangladesh

Bank of China and Singapore Exchange Sign MOU to Deepen Financial Cooperation

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

MCHI

CHIQ

China has introduced an upgraded departure tax refund policy to enhance inbound spending and improve the shopping experience for overseas travelers. The new measures include expanding tax refund coverage, streamlining customs procedures, and enhancing digital services. The policy aims to attract more foreign visitors and stimulate consumption, with significant growth in tax refund applications and stores reported in recent years. Experts believe these reforms will not only boost retail sales but also encourage spending in various service sectors.

- China has introduced an upgraded tax refund policy aimed at boosting inbound consumption and enhancing the shopping experience for overseas visitors.  
- The new measures include expanding refund coverage, simplifying customs procedures, and increasing digital services, with officials aiming for near-complete coverage in high-traffic areas.  
- These reforms are expected to reduce wait times at checkpoints and promote broader economic benefits, as well as stimulate further consumption in various service sectors beyond retail.

prnewswire

iShares MSCI China

Global X China Consumer

21:17 ETChina unveils upgraded tax refund policy to boost inbound spending

The recent summit between U.S. President Trump and China's Xi Jinping aimed to ease geopolitical risks but yielded no significant breakthroughs on trade or the Iran conflict. While the summit may stabilize investor perceptions, concerns linger over China's economic slowdown and ongoing Middle East tensions. The Chinese yuan weakened, and market reactions were muted, reflecting cautious investor sentiment. Analysts suggest that without clear progress on key issues, the summit may be viewed as a non-event, potentially impacting oil prices and inflation expectations.

Fidelity

Occidental Petroleum

SPDR O&G Equip

VanEck Oil Services ETF

Us Brent Oil

SPDR Energy Select

iShares US Oil & Gas Expl & Prod

VanEck Oil Refiners ETF

VG Energy

iShares US Oil Equip & Svcs

ISHRS S&P Glb Engy

United States Oil Fund LP

Boeing

Nomura Holdings, Inc.

Nomura

Boeing Company

Analysis-Investors bet on stability after Trump-Xi summit as Iran war concerns linger

YANG

China's thermal-power generation increased by 3.1% in April, despite a 1% decline in coal production, as the country faces energy challenges due to the Iran war. Domestic thermal coal prices rose 23% this year, prompting power plants to stock up for summer demand. However, renewable energy sources like wind and nuclear saw decreased output, raising concerns about the country's energy transition. The government may consider price caps if coal prices continue to rise.

Businesstimes News

Direxion FTSE China Bear 3X

China burns more fossil fuels for power as coal production slips

YINN

ASHR

China's consumer spending and factory output grew at their slowest pace in years, with retail sales increasing by just 0.2% in April, missing forecasts. Industrial production rose 4.1% year-on-year, the slowest since July 2023. Analysts warn of a bifurcated growth model, with weak domestic demand and strong exports. Despite challenges, some experts believe China's economy will remain resilient this year, supported by external demand and a recovering electronics sector.

- In April, China's retail sales grew by only 0.2%, the weakest increase since December 2022, highlighting challenges in boosting domestic activity.  
- Industrial production also fell short of expectations, rising just 4.1% year-over-year, with economists stressing the ongoing imbalance of strong supply and weak demand.  
- Despite domestic consumption struggles, exports surged, contributing significantly to the economy, as China aims for a growth target of 4.5% to 5% this year.

Yahoo Finance

Direxion FTSE China Bull 3X

Xtrk Hrvt Csi 300 Chn

China's April consumption, factory output growth slowest in years

510030

159263

China's stock markets lure global investors with growth potential and low valuations, but they are fraught with risks from government control, political instability, and abrupt regulatory changes. This video examines the complexities of investing in China and highlights why many investors feel the risks outweigh the rewards.

Fortune SG SSE 180 Value ETF

E Fund CNI Value 100 ETF

How to invest in China - and why so many investors regret it

516010

159869

KWEB

Tencent reported a 9% increase in Q1 2026 revenue to 196.5 billion yuan, slightly below Wall Street's 199 billion yuan estimate. Gaming revenue grew 6% year-over-year to 45.4 billion yuan, a slowdown from 24% in Q1 2025, attributed to timing issues. CEO Ma Huateng noted significant progress in AI, with a focus on enhancing operations and launching new products. The fintech division generated 60 billion yuan, driven by cloud services and AI solutions. Despite the revenue miss, Tencent's cash flow supports its AI investments, balancing gaming performance with growth in AI-driven services.

Stock Invest

Guotai CSI Animation Game ETF

ChinaAMC CSI Animation Game ETF

AXA SPDB CSI Hugangshen Game and Culture Media ETF

iShares Expanded Tech Software Sector ETF

First Trust S-Network Streaming and Gaming ETF

Global X Video Games & Esports ETF

Wedbush ETFMG Video Game Tech ETF

Global X Cloud Computing ETF

Krne Csi China Internet

VanEck Video Gaming and eSport ETF

SPDR S&P Software

Emerging Markets Internet ETF

TENCENT

Tencent

TENCENT-R

Tencent HK SDR 10to1

Tencent Holdings Limited

Tencent's Q1 Revenue Slightly Misses Estimates Despite Gains in Gaming and AI

FORD

During President Trump's visit to Beijing, Chinese stocks and ETFs experienced significant rallies. Alibaba's shares surged 8% despite disappointing earnings, leading to a 2.5% increase in the iShares China Large-Cap ETF. Options trading favored calls, with 88% of $160 million in options premium in calls. The KraneShares China Internet ETF saw over 750,000 contracts traded, primarily in calls. Ford's shares rose 13% after a positive analyst report, with bullish options activity noted.

FORD MOTOR CO 6.500% NOTES DUE 15/08/2062 USD25

FORD MOTOR CO 6.000% NOTES DUE 1/12/2059 USD25

Forward Industries

Ford Motor

FORD MOTOR CO 6.20% NOTES DUE 01/06/2059 USD25

KraneShares 2x Long BABA Daily ETF

BABA 2x Long Daily ETF - GraniteShares

Alibaba

BABA-W

Bulls bet big on these three China-related stock trades during Trump visit

TCEHY

00700

159621

512380

Tencent Holdings announced that all resolutions at its 2026 AGM were approved by shareholders, confirming strong investor participation. Key decisions included endorsing the 2025 audited financial statements, a final dividend, re-election of directors, and auditor re-appointment. The board received mandates for issuing and repurchasing shares, enhancing financial flexibility. The latest analyst rating for Tencent stock (HK:0700) is a Buy with a price target of HK$650.00. Tencent is a major Chinese tech conglomerate involved in social networking, online gaming, and fintech, with a market cap of HK$4130.9B.

- Tencent Holdings announced that all resolutions at its 2026 annual general meeting on May 13 were approved by shareholders through poll voting.  
- Key approvals included the endorsement of the 2025 audited financial statements, a final dividend, director re-elections, and share-related mandates, indicating strong investor engagement.  
- The current analyst rating for Tencent Holdings is a Buy, with a price target of HK$650.00, reflecting confidence in the company's governance and financial strategies.

Tip Ranks

Guotai MSCI China A ESG General ETF

Yinhua MSCI China A ETF

Tencent Shareholders Approve All Resolutions at 2026 AGM

.HXC

DRAG

Investors are optimistic about U.S.-China relations as President Trump meets Xi Jinping, focusing on the AI sector rather than trade tensions. The yuan has reached a three-year high, reflecting confidence in China's technology growth. Despite potential discussions on contentious issues, investors are betting on China's AI self-sufficiency. Analysts suggest the summit could stabilize trade relations, with expectations for U.S. chip export policy to China being a key point of interest. Overall, the market is primarily focused on developments in AI, with little anticipation for major announcements from the meeting.

NASDAQ Golden Dragon China Index

Invesco Golden Dragon China

VanEck Semiconductor ETF

Invesco Semiconductors ETF

Spdr Select Tech

Roundhill China Dragons ETF

Proshares Big Data Refiners ETF

Direxion Semicon Bull 3X

ISHRS S&P Glb It

iShares Semiconductor ETF

Global X Funds Global X Artificial Intelligence & Tech ETF

SPDR S&P Semicon

Franklin Exponential Data ETF

Invesco China Tech

CHINA MOBILE

China Mobile

CHINA TELECOM

Goldman Sachs

NVIDIA

CN Mobile HK SDR 5to1

CHINA MOBILE-R

GS Hldg R

NVIDIA Corporation

Analysis-Investors say they want Trump and Xi to stay out of AI's way

China's April inflation data is expected today, following a surge in exports of 14.1% due to global stockpiling amid the Iran war. Analysts forecast the Consumer Price Index (CPI) to be around 0.8% to 1.0% year-on-year, slightly down from March's 1.0%. Core CPI is expected to remain between 1.1% and 1.2%, indicating weak domestic demand. The Producer Price Index (PPI) is projected to rise to 1.5% to 1.9% year-on-year, reflecting increased energy and commodity costs. The divergence between CPI and PPI will be crucial for market dynamics.

- In April, China’s export surged by 14.1% due to global stockpiling concerns stemming from the war in Iran.  
- Analysts predict that the Consumer Price Index (CPI) for April will be around 0.8% to 1.0%, reflecting a slight slowdown from March, while the Producer Price Index (PPI) is expected to rise between 1.5% and 1.9%, influenced by increasing energy and commodity costs.  
- The divergence between softening CPI and strengthening PPI will be a key focus for markets, highlighting the uneven nature of price recovery in China.

Investinglive

Economic and event calendar in Asia Monday, May 11, 2026 - China inflation data

iShares China Large Cap(FXI.US)