Morgan Asset Management's Zhou Huantong: Remains positive on the AI sector; U.S. AI stocks' earnings season becomes critical

Huanhong Zhou, Global Market Strategist at J.P. Morgan Asset Management, believes that although AI-related stocks have recently come under pressure, the outlook for the sector remains positive.

Zhitong FinanceJul 20 14:32

Significant increase in Hong Kong stocks! The world's TOP20 funds lay out China like this. Understand all eight major points

Affected by changes in the macro environment, the Hang Seng Technology Index has declined by more than 30% since the second quarter. In this context, how have foreign-funded institutions changed in the asset allocation of Chinese stocks?

中國基金報Aug 23, 2021 07:22

The valuation of the Internet sector has retreated to a low point. When will the rebound arrive?

The retracement of Chinese internet companies' valuations from the high point at the beginning of the year is close to the 2011-2012 level. Tianfeng Securities said that for some time to come, after policy pressure is released, panic will gradually return to rationality, and judging investment value will gradually return to the fundamentals of the industry and companies.

富途資訊Aug 16, 2021 15:40