Hong Kong divergence between AI/tech, non-AI/tech stocks to continue, foreign investors still have room for further allocation – Morgan Stanley
MSCI rebalancing at end-Feb may pose profit-taking risks for Hong Kong Stocks, Full-Year reversal trend remains intact – Citic Securities
China’s consumer goods trade-in subsidies may double to 300 bn this year, new round could be announced in Mar – Citi
Potential demand for autonomous driving components to expand, target price for Nexteer raised by 128% – BofA Securities
DeepSeek is “Alibaba IPO moment” for China stock market, game-changer in AI landscape – Bank of America
Tencent’s gaming business provides earnings visibility, slightly raises target price with Buy rating – UBS
