BMO on Canada, U.S. Auto Sales Before Start of Trade War
What is the impact of the North American tariff war? The price increase of electric Autos in the USA may be as high as $12,000.
① Trump announced that starting Tuesday, a 25% tariff will be imposed on Commodities from Mexico and Canada, causing widespread concern in the market; ② A survey shows that the US Autos Industry will be impacted, with new electric vehicle prices potentially increasing by up to $12,000, leading to a decline in sales; ③ The US automobile manufacturing industry is worried, as the tariffs will disrupt the integration of the North American automotive supply chain and cause unprecedented damage.
With intense competition for capital, can AI usher in a bull market? The latest assessment from fund managers.
Recently, Concept stocks such as AI, humanoid Siasun Robot&Automation, and Semiconductors have seen significant fluctuations, with capital noticeably accelerating its rotation among the Sectors, especially with the AI bull market sparked by the DeepSeek concept, leading to intense capital speculation.
Latest statement! Pan Gongsheng: The Chinese government will implement a more proactive fiscal policy and moderately accommodative MMF policy, strengthening the counter-cyclical adjustment of macroeconomic policies.
On February 16, 2025, Pan Gongsheng, the Governor of the People's Bank of China, was invited to attend a seminar on Emerging Markets jointly hosted by the International Monetary Fund (IMF) and Saudi Arabia, where he delivered a keynote speech.
Bank of America: DeepSeek is the "Alibaba IPO moment" for the China stock market.
Bank of America stated that Alibaba's listing in 2014 propelled the rise of China's XINJINGJI Sector, attracting Global long-term capital Inflow. DeepSeek may become the current 'Alibaba IPO moment' for the Chinese stock market. The 'Holy Grail' of AI development in China does not necessarily have to be the 'best in class,' but should be 'good enough' to support large-scale AI applications in China, driving productivity growth and economic growth.
2024 Outlook for the performance of overseas Chinese-funded stocks: Insurance and Autos leading the way, with Technology and AI becoming new highlights.
① Under the catalyst of policies, the profitability growth of the Autos and home appliances Sector is significant, but external competition is intensifying. Can the profitability growth of these Sectors continue in the future? ② The Analyst from China International Capital Corporation predicts that the profit growth rate of overseas Chinese-funded stocks in 2024 will be higher than the market consensus. Is this optimistic expectation overly reliant on the performance of leading companies?
Wall Street is singing praises for the Chinese stock market! JPMorgan, Morgan Stanley, and UBS Group have joined the Call.
The Chinese stock market has received a bullish outlook from Wall Street strategists, who stated that the strength of new AI technology will help sustain the bull market.
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.
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.
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.
Greenland Technologies Holding Corporation's (NASDAQ:GTEC) Shares Bounce 27% But Its Business Still Trails The Industry
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.
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.
**** 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.
U.S. stock movements | Wang & Lee Group surged by 40.28%, making it the Chinese concept stock with the largest increase.
On January 17, Gelonghui reported that the top five gaining U.S.-listed Chinese stocks at closing were: Wang & Lee Group up 40.28%, DouYu up 27.66%, Greenland Technologies up 17.11%, Viomi Technology up 16.83%, and Agora up 16.75%. (Gelonghui)
All You Need to Know About Greenland Technologies (GTEC) Rating Upgrade to Strong Buy
12 Industrials Stocks Moving In Monday's Pre-Market Session
Express News | Trump: Reports regarding the imposition of general tariffs on key imported Commodities are inaccurate.
Hua Chuang Securities interprets the December Politburo meeting: five unexpected points.
① The first expectation exceeded - the economic development goals for the entire year of 2024 will be achieved. ② The second expectation exceeded - stabilizing the stock market and real estate market. ③ The third expectation exceeded - the monetary policy is set to undergo a significant change over the next decade. ④ The fourth expectation exceeded - strengthening "extraordinary" counter-cyclical adjustments. ⑤ The fifth expectation exceeded - expanding domestic demand ranking is advanced, and the保障民生保障 is intensified.
Tonight, Chinese concepts soared! The nasdaq Golden Dragon index surged by 10%, while fangdd network doubled directly.
Some analysis indicates that the Political Bureau meeting first mentioned stabilizing the stock and real estate markets, and the US stock market quickly rallied on china assets. The 3x Long FTSE china etf surged over 26%, the 2x Long china internet plus-related stocks rose over 22%, the 2x Long FTSE china 50 ETF increased over 17%, and the 2x Long 300etf gained nearly 15%.