Group 1 - More institutions have upgraded their ratings for Chinese stocks and recommended increasing holdings in Chinese technology stocks [1][7] - TS Lombard's Dario Perkins noted that the current market enthusiasm is based on the reversal of previous tariff policies rather than new support measures [2] - UBS has raised its rating for Chinese technology stocks to "attractive," citing China's efforts towards technological self-sufficiency, particularly in AI and semiconductors [8][9] Group 2 - The Nikkei 225 index opened higher and quickly expanded its gains, with significant increases in major companies like Toyota and SoftBank [4] - The Hang Seng Index and other major Asia-Pacific indices experienced fluctuations, with the Hang Seng Index opening down slightly [9] - UBS expects a 30% profit growth for the technology sector in China this year, driven by advancements in AI and semiconductor innovation [9]
亚太市场整体上涨，大行机构调升中国股市评级
Di Yi Cai Jing·2025-05-13 08:17