JPMorgan: The impact of Trump's tariffs on Chinese concept stocks in the Internet sector is limited.

① Analysts at JPMorgan believe that the impact of USA tariffs on Chinese Internet companies (excluding cross-border e-commerce) is limited, with an effect on online consumption potentially less than 0.5%; ② A report by Jinrui Fund points out that the revenue share of Chinese Internet companies in the USA market is less than 2%, primarily serving China's huge consumer market of 1.4 billion people. ③ JPMorgan expects that PDD Holdings will be the most affected by the tariffs, while Tencent and NetEase are more defensive.

cls.cn13:38

In April, the net inflow exceeded 150 billion Hong Kong dollars! Southbound funds continue to bottom out on Hong Kong stocks, with the Technology sector becoming a key target for inflow.

Despite the Hang Seng TECH Index having corrected more than 20% from its peak on March 7, contrarian investors are accelerating their buying at lower prices. In response, leaders from multiple private equity institutions emphasized that both Hong Kong stocks and A-shares have severely oversold. What is needed now is to maintain patience, as the market always harbors opportunities amidst uncertainties, and the focus should be on the long-term value of companies.

Brokerage China07:40

As the market warms up, Chinese concept stocks are facing a dual choice, and the Hong Kong market may return to being the center of IPOs.

① In the changing landscape of Global trade, Hong Kong, as an international financial center, will welcome a new development scenario, implementing various measures to strengthen its unique market position as a "super connector"; ② Foreign Analysts point out that the delisting risk faced by Chinese concept stocks may lead Hong Kong to become an IPO center once again; ③ It is worth noting that, under the delisting risk for Chinese concept stocks, a choice will be made between returning to the A-share or Hong Kong stock market.

cls.cnApr 16 10:25

Hong Kong "opens its arms" to welcome back Chinese concept stocks, is there a possibility of inflow for stocks like PDD Holdings?

The Hong Kong Securities and Futures Commission and the Hong Kong Stock Exchange are prepared to make Hong Kong the preferred listing location if Chinese companies listed overseas wish to return.

Futu NewsApr 15 19:33

The first batch of quarterly reports for Hong Kong stock Funds has been released, with significant holdings in Tencent, Xiaomi, Alibaba, etc. What does the future hold?

① Several funds heavily invested in Hong Kong stocks during the first quarter, focusing on TENCENT, Xiaomi Group, Alibaba, POP MART, Meituan, and Semiconductor Manufacturing International Corporation, with TENCENT, Alibaba, and Xiaomi being increased by multiple funds; ② Some fund managers remain Bullish on the future development prospects of the Hong Kong Technology Internet Industry, expecting Internet platforms to drive the domestic AI into an ecological development stage.

cls.cnApr 15 18:16

Breaking news! Hong Kong's Financial Secretary Paul Chan Mo-po speaks out: ensuring Hong Kong becomes the preferred destination for overseas Chinese concept stocks to return. What will the impact be?

On April 13, Paul Chan Mo-po, the Financial Secretary of Hong Kong, stated in his blog that in response to the latest Global changes, he has instructed the Hong Kong Securities and Futures Commission and the Hong Kong Stock Exchange to be prepared, so that if Chinese companies listed overseas wish to return, they must make Hong Kong their preferred listing location.

Brokerage ChinaApr 14 17:28