Fidelity increases its Shareholding in China Stocks, betting on the return of "animal spirits" and the AI craze.

Fidelity portfolio manager Taosha Wang stated that Fidelity International has increased its Shareholding in China Stocks and has given an overweight allocation. In addition to economic fundamentals and 'animal spirits,' exciting new AI tools like DeepSeek will also create opportunities.

wallstreetcn16:49

Goldman Sachs Research: Global hedge funds are buying up Stocks in China, with billionaires heavily investing in China's Internet giants.

Goldman Sachs stated in a report that for most of this year, Global hedge funds have been aggressively purchasing China Stocks, and with the emergence of the local AI startup DeepSeek, their buying pace has accelerated over the past week, sparking investor enthusiasm.

FX16817:36

EY views China Stocks positively: the impact of tariffs is actually limited, and a turning point in growth is about to arrive.

① Andrew Swan, the head of Asian Stocks at Intesa Sanpaolo, is optimistic about the investment outlook for China Stocks, as the actual impact of Trump's tariffs is limited. ② Swan believes that the development of Technology and changes in economic models will have a greater impact on the investment return prospects in China; ③ He pointed out that the profitability of Chinese companies is currently at a historical low, and valuations are close to this level, so improving corporate profitability will lead to strong investment returns.

cls.cnFeb 10 23:46

Express News | The spokesperson of the Ministry of Foreign Affairs answered reporters' questions regarding the USA's announcement of a 10% tariff on products imported from China.

BreakingsFeb 2 11:35

Foreign capital is accelerating its shift to betting on China Assets! Call options on Chinese Stocks ETFs are being snatched up again.

Chris Murphy, Co-Head of Derivative Strategy at Horizon International Group, stated that last Friday investors bought a large number of Call Options for the iShares Core MSCI China Index ETF (FXI). Other Call Options related to Chinese Assets also rose significantly, including the China Overseas Internet Plus-Related ETF (KWEB). ETFs related to Chinese Assets also strengthened.

Securities TimesJan 20 09:23

**** had a phone call with the elected president of the USA, Trump.

**** congratulated Trump on being re-elected as President of the USA, pointing out that both sides highly value each other's interactions and hope that the China-US relationship has a good start in the new term of the USA President, wishing to promote greater progress in the China-US relationship from this new starting point.

CCTV NewsJan 17 22:51