The bull is here to stay as positive sentimentS start to build up from end Jan 2025 on HK        stocks. 

If you recall the information before around end 2022, the US issued export controls (expanded in 2023 and 2024) restricting China's access to AI semiconductors and manufacturing equipment. The 2025 expansion of these restrictions includes: Global licensing policy for exporting advanced chips used in data centers. This is to protect their local companies who starts to realise their China Technology companies are more advanced than theirs. E.g. China has been widely adopting the digital payment over the last few years as well as the more developed      apps for online shopping and etc.

The intensifying competition between the United States and China over artificial intelligence (AI) is not merely an extension of their long-standing trade disputes; it is a critical battle that could reshape global power dynamics.

Two recent developments have amplified the significance of this struggle: the war in Ukraine, which has vividly illustrated how AI, particularly in the form of AI-enhanced drones, can be weaponized, underscoring the technology’s lethal potential in modern warfare too. China will        emerge differently from this battle on AI especially with the immerse support from their government. 

China showed that it is capable of taking a long-term view, something Western countries often struggle to do. One classic example is the EV sector where China’s increasing dominance of the electric vehicle market with many China Automobile companies drive towards all electric initiatives. The government supportS by investing heavily in the infrastructure and ensure that the charging stations can be found in major places like shopping malls, streets, highways and etc. This long-term strategic thinking could enable China to close the gap and possibly surpass the US in AI capabilities, making the stakes of this rivalry higher than ever.

US can slow the growth of China but the Chinese mindset is the key success factor in how     the Dragon will lead the way into the next century. The road to success is tough and without a doubt, there are challenges especially on the political side with US and other Europeans countries. 

At this moment, US may be leading the race for now but this small lead isn't a secure one for sure. China tech companies will not sit back and wait to be beaten down. The recent deepstake is a classic example on how they can overturn the challenges. When you force someone to a corner, he or she will thinkS of ways to retaliate and come back with a vengeance indeed. 

Good luck to the Tiger investors and best of luck in your investment.