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.

wallstreetcnJun 17 19:55

China Assesses Impact of U.S. Data Restrictions Amid Trump's Budget Cuts - Report

Seeking AlphaJun 16 15:20

Express News | He Lifeng: The Chinese side is sincere and principled in trade and economic negotiations.

BreakingsJun 11 17:05

Tonight's US CPI - the first real test of tariff inflation transmission.

The first tariff transmission shock is about to be revealed, and the market may reprice "maintaining high interest rates for a longer period." Goldman Sachs warns that, although only 10-20% of the CPI basket will be directly affected by tariffs, pricing power and behavioral responses may amplify the shock's impact. This round of tariff-driven inflation shocks may force the Federal Reserve to reconsider the criteria for determining "transitory" inflation.

wallstreetcnJun 11 17:01

The U.S. Commerce Secretary stated that the China-U.S. negotiations are progressing smoothly and may continue on Wednesday.

U.S. Secretary of Commerce Howard Lutnick stated that trade negotiations with Chinese officials are progressing well and hopes the talks will conclude by Tuesday evening London time, although he indicated that negotiations may continue into Wednesday.

AASTOCKSJun 11 07:19

Billionaire Johnson Family's VC Fund to Exit China Tech Holdings - Report

Seeking AlphaJun 10 18:58

Most Asia Central Banks Will Decouple From Fed -- Market Talk

WSJJun 10 16:40

China's Rare Earth Exports Climb 23% in May Ahead of Trade Talks With the U.S.

Seeking AlphaJun 9 15:09

Express News | The Ministry of Commerce responded to reporters' questions regarding the export control measures for medium and heavy rare earths: a certain number of compliant applications have been approved in accordance with the law, and the approval work will continu

BreakingsJun 7 22:30

Trump: China and the United States will hold trade talks in London next Monday.

Trump stated that negotiations are expected to proceed smoothly.

Futu NewsJun 7 10:15

Understand in one article: What has Trump been busy with in the past 24 hours?

During the intense back-and-forth between Trump and Musk, as their verbal battle escalated, Tesla's Market Cap evaporated in a single day...

Golden10 DataJun 6 18:56

Former Treasury Secretary Summers: Trump's "Beautiful America Plan" will begin the countdown to the decline of American hegemony.

Summers warned that Trump's tax reform plan would lead to a new scale of U.S. debt far exceeding 4 trillion dollars, with the fiscal deficit rate potentially much higher than 7%.

Golden10 DataJun 6 11:01

The Federal Reserve's Hold Positions have an unrealized loss exceeding 1 trillion dollars! It will continue to "bleed" in 2025.

The Federal Reserve, which once profited from "printing money," is now mired in trillions of dollars in losses! The interest expenses in a high-interest environment make it difficult to see profits throughout 2025.

Golden10 DataJun 4 09:00

Goldman Sachs: Hedge Funds are buying American Technology stocks at the fastest pace in a decade.

According to Goldman Sachs data, hedge funds have bought U.S. information Technology stocks for the third consecutive week, with purchases occurring daily last week. According to data from the prime brokerage division, the dollar amount of long positions bought last week was the largest since November of last year. Vincent Lin from Goldman Sachs noted that this trend indicates an increased willingness of hedge funds to take on stock-specific risks. From an Industry perspective, 10 out of 11 sectors in the U.S. saw net buying, with the Technology Sector leading the way. This sector has experienced the most significant bull buying in over a decade. Fund managers have nearly bought every sub-industry in the Technology field, including semiconductors and half of...

US stock investment networkJun 3 07:50

Express News | The Office of the United States Trade Representative has extended certain exemptions from tariffs under Section 301 against China.

BreakingsJun 1 11:24

Breakthrough or collapse? Bank of America Hartnett: U.S. stocks and other risk Assets are at a critical moment, pay attention to the "three major leading Indicators."

Bank of America believes that broker stocks, bank stocks, and Bitcoin, the three "B" class Assets, will become the best "traffic lights" for determining market direction. If these three leading risk assets form a double top pattern, it will release an "extremely bearish" signal; if they can break out upward cleanly, it means "extremely bullish".

wallstreetcnJun 1 11:23

The fate of Trump's tariff war depends on the "key decision" of the U.S. Supreme Court.

The U.S. Supreme Court is about to make a ruling on the Trump administration's $1.4 trillion global tariff case.

Zhitong FinanceJun 1 11:12

The U.S. will raise import tariffs on steel and aluminum to 50%, and the European Union states it is ready to take countermeasures.

① The European Commission warned that the United States' increase in steel and aluminum tariffs undermines the negotiation efforts of both parties and expressed readiness to take countermeasures; ② Candice O'Brien, President and CEO of the Canadian Chamber of Commerce, commented that destroying the efficient, competitive, and reliable cross-border steel and aluminum supply chain results in huge losses for both countries.

cls.cnJun 1 10:48

The hidden "Clause 899" has been uncovered: Is Trump going to take action against foreign companies and investors?

The "Beautiful Act" adds a new Section 899 to the U.S. Internal Revenue Code (IRC), which will allow the U.S. to impose additional taxes on companies and investors from countries it considers have punitive tax policies; this provision may raise the income tax rates for a wide range of foreign entities, including U.S. companies owned by foreign owners, international companies with U.S. branches, and investors.

cls.cnMay 30 12:20

JPMorgan: Asia is becoming the main beneficiary of the capital "decoupling from the U.S."!

The migration of US capital, private equity giants are frantically making purchases, and Asia is transforming into a "merger and acquisition paradise"!

Golden10 DataMay 29 19:36