Intel(US:INTC) Sou Hu Cai Jing·2025-10-24 17:02Group 1 - The core of the recent market shift is the simultaneous bullish stance on Chinese assets by major Wall Street firms like Goldman Sachs and JPMorgan Chase, indicating a significant change in market sentiment [1][5] - The Nasdaq Golden Dragon Index, which tracks Chinese stocks, surged by 1.66%, with major companies like Alibaba, Baidu, and JD.com seeing substantial gains, reflecting a revival in the Chinese internet sector [3][5] - In the oil market, WTI crude oil prices rose sharply, surpassing $61.79, while Brent crude approached $66, indicating increased costs for consumers and potential inflationary pressures [5][6] Group 2 - Goldman Sachs recently predicted a 30% increase in the Chinese stock market by 2027, while Morgan Stanley noted that global funds remain under-allocated to Chinese assets, suggesting significant upside potential [5][6] - The market's enthusiasm is partly driven by expectations that the Federal Reserve may ease monetary policy, with indications that quantitative tightening could end soon, potentially leading to a resumption of quantitative easing [5][6] - For investors, there are notable opportunities in the Chinese stock market, with Alibaba's stock rebounding over 30% from its lows, and oil prices currently down nearly 30% from last year's peak, presenting a chance for cost savings [6]