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After the valuation has increased, what will Chinese concept stocks compete for in the second half? UBS Group highlights: AI, profit margins, new markets...
UBS Group believes that the surge of Concept stocks in the Internet sector in the first half of the year was primarily driven by valuation rather than profitability improvement, particularly for Stocks with AI Concept. Mid and small market cap stocks have outperformed the broader market. Investors need to focus in the second half of the year on AI monetization, overseas expansion, and margin reconstruction. The commercialization process of artificial intelligence is accelerating, with three areas showing early visible monetization: cloud services, advertising, and AI agents. Under policy guidance, the commission rates for Internet platforms are expected to converge and shift from commission-based revenue to advertising income.
Express News | Paul Chan Mo-po: Welcome more Chinese concept stocks to return to Hong Kong stocks.
Is Amer Sports, Inc. (AS) Outperforming Other Consumer Discretionary Stocks This Year?
Implementing the consensus from the leaders' conversation, focusing on tariffs, Technology, and rare earths, Sino-U.S. economic and trade consultations are being held today in London.
The spokesperson of the Chinese Ministry of Foreign Affairs announced on the 7th that, at the invitation of the United Kingdom government, He Lifeng, a member of the Political Bureau of the CPC Central Committee and Vice Premier of the State Council, will visit the United Kingdom from June 8 to 13. During this period, the first meeting of the China-U.S. economic and trade consultation mechanism will be held with the U.S. side.
Express News | He Lifeng will visit the UK and hold the first meeting of the Sino-US economic and trade consultation mechanism
Trump: China and the United States will hold trade talks in London next Monday.
Trump stated that negotiations are expected to proceed smoothly.
