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A message reading "AI artificial intelligence", a keyboard, and robot hands are seen in this illustration taken January 27, 2025. — Reuters
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Hong Kong: China’s clear progress and reperction with tech giants in AI has promoted Hong Kong stock and Internet giants, but behind buyers are flying and brokers say global investors are cautious of big stakes. While the markets are brutally swinging.
Hong Kong’s Hang Seng has risen Germany’s Dax from the world’s best -performing market for the most of the world’s best performing market, which has a profit of 13 % and 13.1 %, respectively, respectively. Respectively, increased by 13 % and 13.1 %, which increased by 4.0 % to increase by 4.0 %. S&P 500.
Hong Kong’s shares are targeting three years of heights on Monday, with a 31 % increase from mid -January, while President Xi Jinping is sitting with top tech leaders in Beijing. In prices, when investors hollowed out photos and footage of the top owners’ faces and footage, it emphasized the degree of hope and hope behind the rally.
Trade also made it clear that what has become investing in China in recent years, that the biggest prize goes to the initial molestors, especially if they get out with the end of excitement. Can
“As in the last two years or in the steps taken in HK/China, it is a very retailed drive (and volatility) – a commercial market,” said Wang Cook Hooong, head of Equity Sales Trading at May Bank. “Hedge funds or more Hong Kong China are well aware of the dangers of not hurrying from the Centric Central Fund.”
Brokers’ data shows that it is exactly what is buying. The CICC estimates that HK has reached 26.6 billion (4 3.4 billion) since the lunar New Year holiday at the beginning of February-Feb , Equivalent to a record -breaking rush in September.
A note of Morgan Stanley showed his most closely pure exposure in a note of the hedge fund positioning, buyers mostly in Asia and a long position instead of covering the short stake. Hong Kong’s brokerage, who handles the company’s institutional clients, “Hot mini has been operating the market for the past two weeks,” said Hong Kong’s brokerage in Job Keiyan handles the institutional clients, in which short -term profitability of profitability. The funds under investor -controlled funds are cited.
Early believers
The rally stimulations include the sudden popularity of Chinese AI Startup Dipupsk, which has developed a much cheaper AI model than US rivals, China has not been subjected to major US sanctions, and meeting with Tech leaders XI Is the view.
Alibaba’s shares have made the rally with the news of the AI partnership with Apple as well as the founder Jack Ma’s appearance, who cracked on Chinese tech giants with Xi Jinping this week’s symposium for years. There is a low profile during the downs.
The stock touched the height of three years on Monday and is about 50 % higher for the year. Alibaba’s shares in Hong Kong last week was the largest after listing in the end of 2019 and the weekly volume for its US ADR was the highest for two years.
“The presence of Jack Ma) will be a sign of how the government’s position on the tech sector has changed,” said Christopher Bador, deputy China Research Director of Lukal Dragonomics in Hong Kong.
“If a person is associated with the tech crackdown, this is Jack MA … This is a completely contrary to the policy stance a few years ago, when officials committed to stop the capital’s ‘misconduct’. What was
Certainly, Morgan Stanley said in a note last week that global investors are starting to review China’s investment after a long period of limited focus, though he added that by the end of January. Weight was less.
On Monday, Goldman Sex analysts predicted for the MSci China Index that they are from 75 to 85 and are investors who see a sustainable rally. Nevertheless, after China’s post -reopening and rallies on the promises of stimulation in September, many lessons have to be done for many lessons, fast moves and thinking short -term.
Wang of May Bank said that in China, retail investors in China say: “Early believers get chicken food. Later, people get chicken soup to drink. And late true believers are late. Empty plates have to be occupied.
