Shenwan Hongyuan: AI financing and commercialization ARR accelerates; structural growth in pan-entertainment

The AI industry trend continues to evolve, and companies in internet and software sectors that possess models, cloud infrastructure, traffic, intellectual property, content assets, and customer use cases are well positioned to monetize AI first.

Zhitong FinanceJun 12 15:36

Hong Kong Stock Market Update | Fubo Group (03738) Rises Over 5% in Late Trading; Its AI Content Creation Platform, DreamMaker, Expected to See Significant Volume Growth in the Second Half of the Year

Fubo Group (03738) rose more than 5% in late trading. As of the time of writing, it was up 5.35% at HK$2.56, with a turnover of HK$51.3745 million.

Zhitong FinanceJun 10 15:11

Could China's internet sector become the 'Asia-Pacific version of IGV?' JPMorgan provides insights.

U.S. software stocks are experiencing their strongest rally in 25 years, with record inflows into IGV options and retail investor capital. Meanwhile, a sharp rebound in China's internet sector has sparked speculation about 'catch-up gains.' JPMorgan believes that if investors embrace a similar narrative, the move could be equally dramatic; however, fundamental differences in profit trends and business models between the two sectors make it unlikely for a comparable rally to unfold.

wallstreetcnJun 3 14:22

CLSA Remains a Buy on Vobile Group (VOBIF)

TipRanksMay 22 08:26 · Ratings

Fubo Group (03738) Accelerates Across the Board in Q1: Revenue Up 44% Quarter-over-Quarter, AI Assets Account for Nearly 17%

Vobile Group (03738) reported a year-over-year revenue increase of approximately 21% in Q1 2026, and a significant sequential growth of 44% compared to Q4 2025, marking the company's full recovery from the temporary impact experienced in Q4 2025 and its entry into an accelerated growth trajectory driven by the AI wave.

Zhitong FinanceMay 19 19:27

Zhitong HKEX Short Selling Statistics | May 15

Zhitong HK Stock Short Position Report | May 15

Zhitong FinanceMay 15 18:30