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AntonyGeorge

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- AntonyGeorgeAntonyGeorge
  ·12-17
  $Micron Technology(MU)$
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- AntonyGeorgeAntonyGeorge
  ·12-17
  $Micron Technology(MU)$ confirm 260++
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- AntonyGeorgeAntonyGeorge
  ·12-17
  $Micron Technology(MU)$ bull
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- AntonyGeorgeAntonyGeorge
  ·12-15
  $BABA-W(09988)$ why BABA die
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- AntonyGeorgeAntonyGeorge
  ·12-11
  What happen
  367 Comment
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- AntonyGeorgeAntonyGeorge
  ·12-11
  What the hell the price go down
  Alibaba Sees Positive Developments! Qwen3-TTS Upgraded; HUABAO HK 30 ETF (520560) Attracts RMB 38.86M Inflows in 5 Days
  On December 11, the three major Hong Kong stock indices dipped into negative territory, while the HUABAO Hong Kong Stock Connect Hang Seng China (Hong Kong Listed) 30 ETF (520560), which employs a...
  Alibaba Sees Positive Developments! Qwen3-TTS Upgraded; HUABAO HK 30 ETF (520560) Attracts RMB 38.86M Inflows in 5 Days
  214 Comment
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- AntonyGeorgeAntonyGeorge
  ·12-11
  $BABA-W(09988)$ up pls
  348 Comment
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- AntonyGeorgeAntonyGeorge
  ·12-11
  $BABA-W(09988)$ baba why droping ,
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- AntonyGeorgeAntonyGeorge
  ·12-11
  $BABA-W(09988)$ why drop
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- AntonyGeorgeAntonyGeorge
  ·12-11
  So baba can hit today 160
  U.S. Investors Are Going Big on China AI Despite Concerns in Congress
  U.S. investors are plowing money into Chinese companies involved in artificial intelligence, despite growing competition between Washington and Beijing over the technology.Investors are driving up...
  U.S. Investors Are Going Big on China AI Despite Concerns in Congress
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href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Micron Technology(MU)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/511824922538336","isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":511816800387784,"gmtCreate":1765982917973,"gmtModify":1765982921323,"author":{"id":"3575960528012254","authorId":"3575960528012254","name":"AntonyGeorge","avatar":"https://static.tigerbbs.com/42c9567b5a3657003840b0dc4fcee15c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575960528012254","idStr":"3575960528012254"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a> confirm 260++","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a> confirm 260++","text":"$Micron Technology(MU)$ confirm 260++","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/511816800387784","isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":511743124517512,"gmtCreate":1765964930558,"gmtModify":1765964934153,"author":{"id":"3575960528012254","authorId":"3575960528012254","name":"AntonyGeorge","avatar":"https://static.tigerbbs.com/42c9567b5a3657003840b0dc4fcee15c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575960528012254","idStr":"3575960528012254"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a> bull","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a> bull","text":"$Micron Technology(MU)$ bull","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/511743124517512","isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":510992144470608,"gmtCreate":1765767670269,"gmtModify":1765767673878,"author":{"id":"3575960528012254","authorId":"3575960528012254","name":"AntonyGeorge","avatar":"https://static.tigerbbs.com/42c9567b5a3657003840b0dc4fcee15c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575960528012254","idStr":"3575960528012254"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$&nbsp;</a> why BABA die","listText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$&nbsp;</a> why BABA die","text":"$BABA-W(09988)$ why BABA die","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/510992144470608","isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":509553439597048,"gmtCreate":1765434112093,"gmtModify":1765434116428,"author":{"id":"3575960528012254","authorId":"3575960528012254","name":"AntonyGeorge","avatar":"https://static.tigerbbs.com/42c9567b5a3657003840b0dc4fcee15c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575960528012254","idStr":"3575960528012254"},"themes":[],"title":"","htmlText":"What happen","listText":"What happen","text":"What happen","images":[{"img":"https://community-static.tradeup.com/news/056635aca19ed06f0796f1c40a6c2f6c","width":"720","height":"1125"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/509553439597048","isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":509552948900336,"gmtCreate":1765434087315,"gmtModify":1765434091372,"author":{"id":"3575960528012254","authorId":"3575960528012254","name":"AntonyGeorge","avatar":"https://static.tigerbbs.com/42c9567b5a3657003840b0dc4fcee15c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575960528012254","idStr":"3575960528012254"},"themes":[],"title":"","htmlText":"What the hell the price go down","listText":"What the hell the price go down","text":"What the hell the price go down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/509552948900336","repostId":"1116726479","repostType":2,"repost":{"id":"1116726479","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1765431966,"share":"https://ttm.financial/m/news/1116726479?lang=en_US&edition=fundamental","pubTime":"2025-12-11 13:46","market":"fut","language":"en","title":"Alibaba Sees Positive Developments! Qwen3-TTS Upgraded; HUABAO HK 30 ETF (520560) Attracts RMB 38.86M Inflows in 5 Days","url":"https://stock-news.laohu8.com/highlight/detail?id=1116726479","media":"Deep News","summary":"On December 11, the three major Hong Kong stock indices dipped into negative territory, while the HUABAO Hong Kong Stock Connect Hang Seng China (Hong Kong Listed) 30 ETF (520560), which employs a...","content":"<p>On December 11, the three major Hong Kong stock indices dipped into negative territory, while the HUABAO Hong Kong Stock Connect Hang Seng China (Hong Kong Listed) 30 ETF (520560), which employs a \"tech + dividends\" barbell strategy, bucked the trend and rose, demonstrating resilience. Among its constituents, Yum China led gains with over 1%, while Meituan, China Merchants Bank, Ping An Insurance, Xiaomi Group, Pop Mart, and BeiGene also advanced.</p>\n<p>Data shows that the HUABAO HK 30 ETF (520560) has seen continuous inflows over the past five days, totaling RMB 38.86 million. Over a longer horizon, the fund attracted RMB 75.18 million in the last 20 days, reflecting investor optimism toward Hong Kong stocks and active adoption of the barbell strategy for allocation.</p>\n<p>On the macro front, the Fed cut interest rates by 25 basis points as expected. China Galaxy Securities noted that the Fed's dovish move is expected to weaken the USD, pushing down HKD interest rates and encouraging foreign capital inflows—both factors likely to improve Hong Kong market liquidity and drive overall gains.</p>\n<p>In tech news, Alibaba’s Tongyi Qianwen announced an upgrade to its Qwen3-TTS speech synthesis model on December 10, now supporting multiple tones, languages, and dialects. Additionally, reports suggest Meta has leveraged Alibaba’s AI model to optimize its latest AI system, underscoring the open-source model’s robust capabilities.</p>\n<p>CMSC Securities emphasized that AI remains a long-term growth theme, with productivity enhancements and expanding applications signaling untapped potential. Short-term market volatility does not diminish the sector’s investment value, and firms already monetizing AI investments may emerge as attractive picks post-adjustment.</p>\n<p>On the dividends front, six major state-owned banks disclosed mid-2025 interim payout dates, with total distributions reaching RMB 204.657 billion. Analysts highlighted that 2025 interim dividends are characterized by \"higher frequency, faster execution, and stable yields.\"</p>\n<p>Guosen Securities pointed out that state-owned banks’ interim payouts are ahead of last year’s schedule, potentially accelerating dividend-driven rallies. China Galaxy Securities added that more banks are maintaining or raising payout ratios, with earlier distributions reinforcing the sector’s appeal to long-term capital.</p>\n<p>CITIC Securities noted Hong Kong stocks’ deep undervaluation relative to global peers, predicting a second wave of re-rating in 2026 amid policy tailwinds and external dynamics. GF Securities recommended a barbell strategy, pairing stable-value assets with growth-oriented tech plays for balanced exposure.</p>\n<p>For investors bullish on Hong Kong tech but seeking lower volatility, the HUABAO HK 30 ETF (520560) and its feeder funds [Feeder A (LOF) 501301; Feeder C 006355] offer a diversified barbell approach. The ETF tracks 30 Hong Kong-listed blue-chips, blending high-beta names like Alibaba and Tencent with steady dividend payers like China Construction Bank and Ping An Insurance, while enabling flexible \"T+0\" trading.</p>\n<p>Risk Disclosure: The HUABAO HK 30 ETF passively tracks the Hang Seng China (Hong Kong Listed) 30 Index (base date: January 3, 2000; launch date: January 20, 2003), with constituents adjusted per index rules. Constituent data is illustrative and not investment advice or indicative of fund holdings. The fund is rated R4 (higher risk) and suitable for aggressive (C4+) investors. Past performance does not guarantee future results; investing involves risks.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Sees Positive Developments! Qwen3-TTS Upgraded; HUABAO HK 30 ETF (520560) Attracts RMB 38.86M Inflows in 5 Days</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Sees Positive Developments! Qwen3-TTS Upgraded; HUABAO HK 30 ETF (520560) Attracts RMB 38.86M Inflows in 5 Days\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2025-12-11 13:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>On December 11, the three major Hong Kong stock indices dipped into negative territory, while the HUABAO Hong Kong Stock Connect Hang Seng China (Hong Kong Listed) 30 ETF (520560), which employs a \"tech + dividends\" barbell strategy, bucked the trend and rose, demonstrating resilience. Among its constituents, Yum China led gains with over 1%, while Meituan, China Merchants Bank, Ping An Insurance, Xiaomi Group, Pop Mart, and BeiGene also advanced.</p>\n<p>Data shows that the HUABAO HK 30 ETF (520560) has seen continuous inflows over the past five days, totaling RMB 38.86 million. Over a longer horizon, the fund attracted RMB 75.18 million in the last 20 days, reflecting investor optimism toward Hong Kong stocks and active adoption of the barbell strategy for allocation.</p>\n<p>On the macro front, the Fed cut interest rates by 25 basis points as expected. China Galaxy Securities noted that the Fed's dovish move is expected to weaken the USD, pushing down HKD interest rates and encouraging foreign capital inflows—both factors likely to improve Hong Kong market liquidity and drive overall gains.</p>\n<p>In tech news, Alibaba’s Tongyi Qianwen announced an upgrade to its Qwen3-TTS speech synthesis model on December 10, now supporting multiple tones, languages, and dialects. Additionally, reports suggest Meta has leveraged Alibaba’s AI model to optimize its latest AI system, underscoring the open-source model’s robust capabilities.</p>\n<p>CMSC Securities emphasized that AI remains a long-term growth theme, with productivity enhancements and expanding applications signaling untapped potential. Short-term market volatility does not diminish the sector’s investment value, and firms already monetizing AI investments may emerge as attractive picks post-adjustment.</p>\n<p>On the dividends front, six major state-owned banks disclosed mid-2025 interim payout dates, with total distributions reaching RMB 204.657 billion. Analysts highlighted that 2025 interim dividends are characterized by \"higher frequency, faster execution, and stable yields.\"</p>\n<p>Guosen Securities pointed out that state-owned banks’ interim payouts are ahead of last year’s schedule, potentially accelerating dividend-driven rallies. China Galaxy Securities added that more banks are maintaining or raising payout ratios, with earlier distributions reinforcing the sector’s appeal to long-term capital.</p>\n<p>CITIC Securities noted Hong Kong stocks’ deep undervaluation relative to global peers, predicting a second wave of re-rating in 2026 amid policy tailwinds and external dynamics. GF Securities recommended a barbell strategy, pairing stable-value assets with growth-oriented tech plays for balanced exposure.</p>\n<p>For investors bullish on Hong Kong tech but seeking lower volatility, the HUABAO HK 30 ETF (520560) and its feeder funds [Feeder A (LOF) 501301; Feeder C 006355] offer a diversified barbell approach. The ETF tracks 30 Hong Kong-listed blue-chips, blending high-beta names like Alibaba and Tencent with steady dividend payers like China Construction Bank and Ping An Insurance, while enabling flexible \"T+0\" trading.</p>\n<p>Risk Disclosure: The HUABAO HK 30 ETF passively tracks the Hang Seng China (Hong Kong Listed) 30 Index (base date: January 3, 2000; launch date: January 20, 2003), with constituents adjusted per index rules. Constituent data is illustrative and not investment advice or indicative of fund holdings. The fund is rated R4 (higher risk) and suitable for aggressive (C4+) investors. Past performance does not guarantee future results; investing involves risks.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"520560":"香港大盘30ETF","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","BK4581":"高盛持仓","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU0918141887.USD":"安联亚洲实际收益股票基金","BK4543":"AI","BK4531":"中概回港概念","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU1046421795.USD":"富达环球科技A-ACC","BK4535":"淡马锡持仓","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK4538":"云计算","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU1051768304.USD":"贝莱德新兴市场股票收益A6","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU1008478684.HKD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (HKD) ACC","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","BK4554":"元宇宙及AR概念","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","BK4585":"ETF&股票定投概念","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK4558":"双十一","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4587":"ChatGPT概念","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BK4588":"碎股","LU1688375341.USD":"贝莱德中国灵活股票基金","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","BK4565":"NFT概念","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU1769817096.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (USD) INC","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","LU1769817179.HKD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (HKD) INC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","BK4503":"景林资产持仓","BK4502":"阿里概念","09988":"阿里巴巴-W","BK4505":"高瓴资本持仓","LU0047713382.USD":"BGF EMERGING MARKETS \"A2\" ACC","LU1051769294.HKD":"BGF EMERGING MARKETS EQUITY INCOME \"A6\"(HKDHDG) INC","BK4504":"桥水持仓","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","BK4607":"DeepSeek概念股","BK4220":"综合零售","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","BK4524":"宅经济概念","BK4527":"明星科技股","BABA":"阿里巴巴","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","BK4526":"热门中概股","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","BK4122":"互联网与直销零售","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC","BK4575":"芯片概念","BK4579":"人工智能","LU0328353924.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERGING MARKETS OPPORTUNITY (USD) \"P\" (USD) ACC","BK4614":"Manus概念股","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116726479","content_text":"On December 11, the three major Hong Kong stock indices dipped into negative territory, while the HUABAO Hong Kong Stock Connect Hang Seng China (Hong Kong Listed) 30 ETF (520560), which employs a \"tech + dividends\" barbell strategy, bucked the trend and rose, demonstrating resilience. Among its constituents, Yum China led gains with over 1%, while Meituan, China Merchants Bank, Ping An Insurance, Xiaomi Group, Pop Mart, and BeiGene also advanced.\nData shows that the HUABAO HK 30 ETF (520560) has seen continuous inflows over the past five days, totaling RMB 38.86 million. Over a longer horizon, the fund attracted RMB 75.18 million in the last 20 days, reflecting investor optimism toward Hong Kong stocks and active adoption of the barbell strategy for allocation.\nOn the macro front, the Fed cut interest rates by 25 basis points as expected. China Galaxy Securities noted that the Fed's dovish move is expected to weaken the USD, pushing down HKD interest rates and encouraging foreign capital inflows—both factors likely to improve Hong Kong market liquidity and drive overall gains.\nIn tech news, Alibaba’s Tongyi Qianwen announced an upgrade to its Qwen3-TTS speech synthesis model on December 10, now supporting multiple tones, languages, and dialects. Additionally, reports suggest Meta has leveraged Alibaba’s AI model to optimize its latest AI system, underscoring the open-source model’s robust capabilities.\nCMSC Securities emphasized that AI remains a long-term growth theme, with productivity enhancements and expanding applications signaling untapped potential. Short-term market volatility does not diminish the sector’s investment value, and firms already monetizing AI investments may emerge as attractive picks post-adjustment.\nOn the dividends front, six major state-owned banks disclosed mid-2025 interim payout dates, with total distributions reaching RMB 204.657 billion. Analysts highlighted that 2025 interim dividends are characterized by \"higher frequency, faster execution, and stable yields.\"\nGuosen Securities pointed out that state-owned banks’ interim payouts are ahead of last year’s schedule, potentially accelerating dividend-driven rallies. China Galaxy Securities added that more banks are maintaining or raising payout ratios, with earlier distributions reinforcing the sector’s appeal to long-term capital.\nCITIC Securities noted Hong Kong stocks’ deep undervaluation relative to global peers, predicting a second wave of re-rating in 2026 amid policy tailwinds and external dynamics. GF Securities recommended a barbell strategy, pairing stable-value assets with growth-oriented tech plays for balanced exposure.\nFor investors bullish on Hong Kong tech but seeking lower volatility, the HUABAO HK 30 ETF (520560) and its feeder funds [Feeder A (LOF) 501301; Feeder C 006355] offer a diversified barbell approach. The ETF tracks 30 Hong Kong-listed blue-chips, blending high-beta names like Alibaba and Tencent with steady dividend payers like China Construction Bank and Ping An Insurance, while enabling flexible \"T+0\" trading.\nRisk Disclosure: The HUABAO HK 30 ETF passively tracks the Hang Seng China (Hong Kong Listed) 30 Index (base date: January 3, 2000; launch date: January 20, 2003), with constituents adjusted per index rules. Constituent data is illustrative and not investment advice or indicative of fund holdings. The fund is rated R4 (higher risk) and suitable for aggressive (C4+) investors. Past performance does not guarantee future results; investing involves risks.","news_type":1,"symbols_score_info":{"520560":1,"BABA":1,"09988":1}},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":509550076609472,"gmtCreate":1765429979008,"gmtModify":1765431598404,"author":{"id":"3575960528012254","authorId":"3575960528012254","name":"AntonyGeorge","avatar":"https://static.tigerbbs.com/42c9567b5a3657003840b0dc4fcee15c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575960528012254","idStr":"3575960528012254"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$ </a> up pls&nbsp;","listText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$ </a> up pls&nbsp;","text":"$BABA-W(09988)$ up pls","images":[{"img":"https://community-static.tradeup.com/news/6f63b16ce4fe8b5ad91e067fd530dcaa","width":"584","height":"1147"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/509550076609472","isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":509536361796208,"gmtCreate":1765429949423,"gmtModify":1765429953413,"author":{"id":"3575960528012254","authorId":"3575960528012254","name":"AntonyGeorge","avatar":"https://static.tigerbbs.com/42c9567b5a3657003840b0dc4fcee15c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575960528012254","idStr":"3575960528012254"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$&nbsp;</a> baba why droping ,","listText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$&nbsp;</a> baba why droping ,","text":"$BABA-W(09988)$ baba why droping ,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/509536361796208","isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581937129646462","authorId":"3581937129646462","name":"Pow87","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3581937129646462","idStr":"3581937129646462"},"content":"All AI related stock are dropping together in overnight market and pre market","text":"All AI related stock are dropping together in overnight market and pre market","html":"All AI related stock are dropping together in overnight market and pre market"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":509535844582088,"gmtCreate":1765429916548,"gmtModify":1765429919931,"author":{"id":"3575960528012254","authorId":"3575960528012254","name":"AntonyGeorge","avatar":"https://static.tigerbbs.com/42c9567b5a3657003840b0dc4fcee15c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575960528012254","idStr":"3575960528012254"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$&nbsp;</a> why drop","listText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$&nbsp;</a> why drop","text":"$BABA-W(09988)$ why drop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/509535844582088","isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":509519294849776,"gmtCreate":1765425873930,"gmtModify":1765425877804,"author":{"id":"3575960528012254","authorId":"3575960528012254","name":"AntonyGeorge","avatar":"https://static.tigerbbs.com/42c9567b5a3657003840b0dc4fcee15c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575960528012254","idStr":"3575960528012254"},"themes":[],"title":"","htmlText":"So&nbsp; baba can hit today 160","listText":"So&nbsp; baba can hit today 160","text":"So baba can hit today 160","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/509519294849776","repostId":"2590639835","repostType":2,"repost":{"id":"2590639835","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1765423200,"share":"https://ttm.financial/m/news/2590639835?lang=en_US&edition=fundamental","pubTime":"2025-12-11 11:20","market":"us","language":"en","title":"U.S. Investors Are Going Big on China AI Despite Concerns in Congress","url":"https://stock-news.laohu8.com/highlight/detail?id=2590639835","media":"Dow Jones","summary":"U.S. investors are plowing money into Chinese companies involved in artificial intelligence, despite growing competition between Washington and Beijing over the technology.Investors are driving up...","content":"<html><head></head><body><p>U.S. investors are plowing money into Chinese companies involved in artificial intelligence, despite growing competition between Washington and Beijing over the technology.</p><p>Investors are driving up the share prices of Chinese tech companies developing AI models and adding cash to exchange-traded funds tracking the broader tech sector in China. Venture-capital firms based in China are raising U.S. dollar-denominated funds to deploy in AI investments, and U.S. endowments that shunned China for years are weighing a return, according to fund managers.</p><p>The momentum comes as U.S. lawmakers, citing national security, are calling for tighter curbs on American capital flowing to China. Congress&#39;s annual defense-spending authorization bill, passed by the House on Wednesday and set for final approval before Christmas, includes a section handing President Trump the power to strengthen Biden-era rules limiting U.S. investment in Chinese high-tech industries such as AI.</p><p>House Speaker Mike Johnson (R., La.) said Sunday that &#34;investments propping up Communist China&#39;s aggression must come to an end.&#34;</p><p>U.S.-China geopolitics have dulled investor appetite for private Chinese companies. But public-market investors are increasingly drawn to the opportunity in China, after Chinese AI models -- led by DeepSeek -- have shown this year they can compete with U.S. peers. U.S. investors face no limitations in buying public shares of Chinese companies involved in AI.</p><p>&#34;China is such a huge market,&#34; said Jialong Shi, head of China internet equity research at Japanese bank Nomura. &#34;We are going to see increasing fund inflow from the U.S. investors.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8a5e548eb7b5ad0cc5ae698ff3cca7bd\" alt=\"The reception area at Alibaba visitor center with two women at the reception desk and one woman walking past.\" title=\"The reception area at Alibaba visitor center with two women at the reception desk and one woman walking past.\" tg-width=\"780\" tg-height=\"520\"/><span>The reception area at Alibaba visitor center with two women at the reception desk and one woman walking past.</span></p><p>Shares of internet giant Alibaba, listed in Hong Kong and New York, are up more than 80% this year to a four-year high. Alibaba has said it plans to invest $53 billion over three years to build out AI infrastructure and pursue artificial-general intelligence, or human-level intelligence.</p><p>The U.S. still has an edge in pursuing that ultimate goal, producing the most powerful AI models, and China can&#39;t match it in advanced chips. But Chinese companies have already begun to apply AI widely.</p><p>Funds managed by U.S. players Vanguard Group, BlackRock and Fidelity have this year increased their stakes in Alibaba&#39;s Hong Kong-listed shares, according to data provider LSEG. Shares in Chinese tech companies Tencent and Baidu, which are both deploying large-language models at the core of generative AI, have also risen nearly 50%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0561e4bc7b44a0877c28ccefaa626787\" tg-width=\"629\" tg-height=\"519\"/></p><p>London-based investment firm Ruffer sees more upside in listed Chinese tech giants because their price-to-earnings ratios -- a common measure of how pricey a stock is -- are lower than U.S. peers such as Google parent Alphabet.</p><p>Ruffer&#39;s GBP19 billion portfolio, which is equivalent to around $25 billion and includes money from U.S. investors, is up nearly 11% this year. That growth has been driven in part by Alibaba, which makes up 1.5% of the total portfolio, said Gemma Cairns-Smith, an investment specialist at the firm.</p><p>&#34;China is a big player in AI,&#34; said Cairns-Smith. &#34;It does trade at a big discount to its U.S. counterparts,&#34; she said, and &#34;investors risk missing out.&#34;</p><p>Billionaire hedge-fund manager David Tepper has been publicly bullish on Chinese companies this year. Alibaba in November was the biggest constituent of his firm Appaloosa&#39;s disclosed listed investments, making up 16% of roughly $7 billion in public equities investments, according to a securities filing.</p><p>BlackRock in July said capital flows into exchange-traded funds that track the broader tech sector in China were outpacing the U.S. this year, with U.S. investors that month making up 15% of the money moving into China tech ETFs.</p><p>Since July, two major funds tracking Chinese stocks have grown further. The size of New York-based KraneShares CSI China Internet ETF has increased by $1.4 billion to nearly $9 billion and U.S.-listed Invesco China Technology ETF has more than doubled to nearly $3 billion, according to LSEG.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c25b8c3cdca516b4ecf419fe64601e60\" tg-width=\"640\" tg-height=\"524\"/></p><p>Laura Wang, a Hong Kong-based equity strategist at Morgan Stanley, visited the U.S. in the fall to market opportunities in China and said 90% of investors in meetings wanted to increase exposure to China -- the highest interest in four years -- because of the growing attraction of Chinese companies in AI-powered robots and biotech.</p><p>&#34;There&#39;s a tremendous amount of interest and intellectual curiosity which wasn&#39;t there even a year ago,&#34; said Fred Hu, the chief executive of Primavera Capital, an investment firm with offices in Silicon Valley and China.</p><p>Global investors had largely fled China in recent years over concerns about draconian Covid-19 rules, a regulatory crackdown on tech companies and a property bust that damped economic growth. U.S. venture capital became caught up in tense U.S.-China geopolitics, and funding for Chinese private companies collapsed. Some venture firms that had teams in both the U.S. and China, such as Sequoia Capital, were forced to split their operations and rebrand.</p><p>Still, China-based funds have this year raised U.S.-dollar funds, hoping to capitalize on renewed enthusiasm for China&#39;s AI story.</p><p>Monolith Management, a venture firm founded by a former Sequoia Capital China investor, recently raised nearly $300 million to invest in early-stage startups, and Qiming Venture Partners, a longstanding China-focused venture-capital firm, is raising a dollar-denominated fund.</p><p>Broad funding for China-focused venture funds is a fraction at $830 million of the $16 billion raised at a recent peak in 2022, and few U.S. investors are taking direct stakes in China&#39;s private tech companies, according to data firm PitchBook.</p><p>Venture capitalists said most of the money for U.S. dollar-denominated funds this year was coming from Europe, the Middle East and the rest of Asia.</p><p>&#34;It&#39;s quite clear that when it comes to AI, China and the U.S. are basically the only places investors can really look at,&#34; said Yihao Li, founding partner of Creekstone Ventures, a Shanghai-based venture-capital firm that is currently raising a fund. For investors in private Chinese companies, however, &#34;the major challenge remains the geopolitical issue,&#34; he said.</p><p>The Biden administration in January prohibited investments into private Chinese companies in certain high-tech fields, including quantum computing and AI models above technical thresholds. A push to widen the limits is moving ahead in Congress, even after Trump and Chinese leader Xi Jinping agreed on a trade truce in October.</p><p>The National Defense Authorization Act, approved by the House on Wednesday, will enable Trump to add hypersonic-weapon technology to the prohibited list and to require more disclosure of how U.S. investors are aiding Chinese AI.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Investors Are Going Big on China AI Despite Concerns in Congress</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Investors Are Going Big on China AI Despite Concerns in Congress\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-12-11 11:20</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. investors are plowing money into Chinese companies involved in artificial intelligence, despite growing competition between Washington and Beijing over the technology.</p><p>Investors are driving up the share prices of Chinese tech companies developing AI models and adding cash to exchange-traded funds tracking the broader tech sector in China. Venture-capital firms based in China are raising U.S. dollar-denominated funds to deploy in AI investments, and U.S. endowments that shunned China for years are weighing a return, according to fund managers.</p><p>The momentum comes as U.S. lawmakers, citing national security, are calling for tighter curbs on American capital flowing to China. Congress&#39;s annual defense-spending authorization bill, passed by the House on Wednesday and set for final approval before Christmas, includes a section handing President Trump the power to strengthen Biden-era rules limiting U.S. investment in Chinese high-tech industries such as AI.</p><p>House Speaker Mike Johnson (R., La.) said Sunday that &#34;investments propping up Communist China&#39;s aggression must come to an end.&#34;</p><p>U.S.-China geopolitics have dulled investor appetite for private Chinese companies. But public-market investors are increasingly drawn to the opportunity in China, after Chinese AI models -- led by DeepSeek -- have shown this year they can compete with U.S. peers. U.S. investors face no limitations in buying public shares of Chinese companies involved in AI.</p><p>&#34;China is such a huge market,&#34; said Jialong Shi, head of China internet equity research at Japanese bank Nomura. &#34;We are going to see increasing fund inflow from the U.S. investors.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8a5e548eb7b5ad0cc5ae698ff3cca7bd\" alt=\"The reception area at Alibaba visitor center with two women at the reception desk and one woman walking past.\" title=\"The reception area at Alibaba visitor center with two women at the reception desk and one woman walking past.\" tg-width=\"780\" tg-height=\"520\"/><span>The reception area at Alibaba visitor center with two women at the reception desk and one woman walking past.</span></p><p>Shares of internet giant Alibaba, listed in Hong Kong and New York, are up more than 80% this year to a four-year high. Alibaba has said it plans to invest $53 billion over three years to build out AI infrastructure and pursue artificial-general intelligence, or human-level intelligence.</p><p>The U.S. still has an edge in pursuing that ultimate goal, producing the most powerful AI models, and China can&#39;t match it in advanced chips. But Chinese companies have already begun to apply AI widely.</p><p>Funds managed by U.S. players Vanguard Group, BlackRock and Fidelity have this year increased their stakes in Alibaba&#39;s Hong Kong-listed shares, according to data provider LSEG. Shares in Chinese tech companies Tencent and Baidu, which are both deploying large-language models at the core of generative AI, have also risen nearly 50%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0561e4bc7b44a0877c28ccefaa626787\" tg-width=\"629\" tg-height=\"519\"/></p><p>London-based investment firm Ruffer sees more upside in listed Chinese tech giants because their price-to-earnings ratios -- a common measure of how pricey a stock is -- are lower than U.S. peers such as Google parent Alphabet.</p><p>Ruffer&#39;s GBP19 billion portfolio, which is equivalent to around $25 billion and includes money from U.S. investors, is up nearly 11% this year. That growth has been driven in part by Alibaba, which makes up 1.5% of the total portfolio, said Gemma Cairns-Smith, an investment specialist at the firm.</p><p>&#34;China is a big player in AI,&#34; said Cairns-Smith. &#34;It does trade at a big discount to its U.S. counterparts,&#34; she said, and &#34;investors risk missing out.&#34;</p><p>Billionaire hedge-fund manager David Tepper has been publicly bullish on Chinese companies this year. Alibaba in November was the biggest constituent of his firm Appaloosa&#39;s disclosed listed investments, making up 16% of roughly $7 billion in public equities investments, according to a securities filing.</p><p>BlackRock in July said capital flows into exchange-traded funds that track the broader tech sector in China were outpacing the U.S. this year, with U.S. investors that month making up 15% of the money moving into China tech ETFs.</p><p>Since July, two major funds tracking Chinese stocks have grown further. The size of New York-based KraneShares CSI China Internet ETF has increased by $1.4 billion to nearly $9 billion and U.S.-listed Invesco China Technology ETF has more than doubled to nearly $3 billion, according to LSEG.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c25b8c3cdca516b4ecf419fe64601e60\" tg-width=\"640\" tg-height=\"524\"/></p><p>Laura Wang, a Hong Kong-based equity strategist at Morgan Stanley, visited the U.S. in the fall to market opportunities in China and said 90% of investors in meetings wanted to increase exposure to China -- the highest interest in four years -- because of the growing attraction of Chinese companies in AI-powered robots and biotech.</p><p>&#34;There&#39;s a tremendous amount of interest and intellectual curiosity which wasn&#39;t there even a year ago,&#34; said Fred Hu, the chief executive of Primavera Capital, an investment firm with offices in Silicon Valley and China.</p><p>Global investors had largely fled China in recent years over concerns about draconian Covid-19 rules, a regulatory crackdown on tech companies and a property bust that damped economic growth. U.S. venture capital became caught up in tense U.S.-China geopolitics, and funding for Chinese private companies collapsed. Some venture firms that had teams in both the U.S. and China, such as Sequoia Capital, were forced to split their operations and rebrand.</p><p>Still, China-based funds have this year raised U.S.-dollar funds, hoping to capitalize on renewed enthusiasm for China&#39;s AI story.</p><p>Monolith Management, a venture firm founded by a former Sequoia Capital China investor, recently raised nearly $300 million to invest in early-stage startups, and Qiming Venture Partners, a longstanding China-focused venture-capital firm, is raising a dollar-denominated fund.</p><p>Broad funding for China-focused venture funds is a fraction at $830 million of the $16 billion raised at a recent peak in 2022, and few U.S. investors are taking direct stakes in China&#39;s private tech companies, according to data firm PitchBook.</p><p>Venture capitalists said most of the money for U.S. dollar-denominated funds this year was coming from Europe, the Middle East and the rest of Asia.</p><p>&#34;It&#39;s quite clear that when it comes to AI, China and the U.S. are basically the only places investors can really look at,&#34; said Yihao Li, founding partner of Creekstone Ventures, a Shanghai-based venture-capital firm that is currently raising a fund. For investors in private Chinese companies, however, &#34;the major challenge remains the geopolitical issue,&#34; he said.</p><p>The Biden administration in January prohibited investments into private Chinese companies in certain high-tech fields, including quantum computing and AI models above technical thresholds. A push to widen the limits is moving ahead in Congress, even after Trump and Chinese leader Xi Jinping agreed on a trade truce in October.</p><p>The National Defense Authorization Act, approved by the House on Wednesday, will enable Trump to add hypersonic-weapon technology to the prohibited list and to require more disclosure of how U.S. investors are aiding Chinese AI.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴","09888":"百度集团-SW","BIDU":"百度","00700":"腾讯控股"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2590639835","content_text":"U.S. investors are plowing money into Chinese companies involved in artificial intelligence, despite growing competition between Washington and Beijing over the technology.Investors are driving up the share prices of Chinese tech companies developing AI models and adding cash to exchange-traded funds tracking the broader tech sector in China. Venture-capital firms based in China are raising U.S. dollar-denominated funds to deploy in AI investments, and U.S. endowments that shunned China for years are weighing a return, according to fund managers.The momentum comes as U.S. lawmakers, citing national security, are calling for tighter curbs on American capital flowing to China. Congress's annual defense-spending authorization bill, passed by the House on Wednesday and set for final approval before Christmas, includes a section handing President Trump the power to strengthen Biden-era rules limiting U.S. investment in Chinese high-tech industries such as AI.House Speaker Mike Johnson (R., La.) said Sunday that \"investments propping up Communist China's aggression must come to an end.\"U.S.-China geopolitics have dulled investor appetite for private Chinese companies. But public-market investors are increasingly drawn to the opportunity in China, after Chinese AI models -- led by DeepSeek -- have shown this year they can compete with U.S. peers. U.S. investors face no limitations in buying public shares of Chinese companies involved in AI.\"China is such a huge market,\" said Jialong Shi, head of China internet equity research at Japanese bank Nomura. \"We are going to see increasing fund inflow from the U.S. investors.\"The reception area at Alibaba visitor center with two women at the reception desk and one woman walking past.Shares of internet giant Alibaba, listed in Hong Kong and New York, are up more than 80% this year to a four-year high. Alibaba has said it plans to invest $53 billion over three years to build out AI infrastructure and pursue artificial-general intelligence, or human-level intelligence.The U.S. still has an edge in pursuing that ultimate goal, producing the most powerful AI models, and China can't match it in advanced chips. But Chinese companies have already begun to apply AI widely.Funds managed by U.S. players Vanguard Group, BlackRock and Fidelity have this year increased their stakes in Alibaba's Hong Kong-listed shares, according to data provider LSEG. Shares in Chinese tech companies Tencent and Baidu, which are both deploying large-language models at the core of generative AI, have also risen nearly 50%.London-based investment firm Ruffer sees more upside in listed Chinese tech giants because their price-to-earnings ratios -- a common measure of how pricey a stock is -- are lower than U.S. peers such as Google parent Alphabet.Ruffer's GBP19 billion portfolio, which is equivalent to around $25 billion and includes money from U.S. investors, is up nearly 11% this year. That growth has been driven in part by Alibaba, which makes up 1.5% of the total portfolio, said Gemma Cairns-Smith, an investment specialist at the firm.\"China is a big player in AI,\" said Cairns-Smith. \"It does trade at a big discount to its U.S. counterparts,\" she said, and \"investors risk missing out.\"Billionaire hedge-fund manager David Tepper has been publicly bullish on Chinese companies this year. Alibaba in November was the biggest constituent of his firm Appaloosa's disclosed listed investments, making up 16% of roughly $7 billion in public equities investments, according to a securities filing.BlackRock in July said capital flows into exchange-traded funds that track the broader tech sector in China were outpacing the U.S. this year, with U.S. investors that month making up 15% of the money moving into China tech ETFs.Since July, two major funds tracking Chinese stocks have grown further. The size of New York-based KraneShares CSI China Internet ETF has increased by $1.4 billion to nearly $9 billion and U.S.-listed Invesco China Technology ETF has more than doubled to nearly $3 billion, according to LSEG.Laura Wang, a Hong Kong-based equity strategist at Morgan Stanley, visited the U.S. in the fall to market opportunities in China and said 90% of investors in meetings wanted to increase exposure to China -- the highest interest in four years -- because of the growing attraction of Chinese companies in AI-powered robots and biotech.\"There's a tremendous amount of interest and intellectual curiosity which wasn't there even a year ago,\" said Fred Hu, the chief executive of Primavera Capital, an investment firm with offices in Silicon Valley and China.Global investors had largely fled China in recent years over concerns about draconian Covid-19 rules, a regulatory crackdown on tech companies and a property bust that damped economic growth. U.S. venture capital became caught up in tense U.S.-China geopolitics, and funding for Chinese private companies collapsed. Some venture firms that had teams in both the U.S. and China, such as Sequoia Capital, were forced to split their operations and rebrand.Still, China-based funds have this year raised U.S.-dollar funds, hoping to capitalize on renewed enthusiasm for China's AI story.Monolith Management, a venture firm founded by a former Sequoia Capital China investor, recently raised nearly $300 million to invest in early-stage startups, and Qiming Venture Partners, a longstanding China-focused venture-capital firm, is raising a dollar-denominated fund.Broad funding for China-focused venture funds is a fraction at $830 million of the $16 billion raised at a recent peak in 2022, and few U.S. investors are taking direct stakes in China's private tech companies, according to data firm PitchBook.Venture capitalists said most of the money for U.S. dollar-denominated funds this year was coming from Europe, the Middle East and the rest of Asia.\"It's quite clear that when it comes to AI, China and the U.S. are basically the only places investors can really look at,\" said Yihao Li, founding partner of Creekstone Ventures, a Shanghai-based venture-capital firm that is currently raising a fund. For investors in private Chinese companies, however, \"the major challenge remains the geopolitical issue,\" he said.The Biden administration in January prohibited investments into private Chinese companies in certain high-tech fields, including quantum computing and AI models above technical thresholds. A push to widen the limits is moving ahead in Congress, even after Trump and Chinese leader Xi Jinping agreed on a trade truce in October.The National Defense Authorization Act, approved by the House on Wednesday, will enable Trump to add hypersonic-weapon technology to the prohibited list and to require more disclosure of how U.S. investors are aiding Chinese AI.","news_type":1,"symbols_score_info":{"00700":1.86,"09988":1.93,"09888":1.87,"BIDU":1.87,"BABA":1.93}},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}