Сигналы
3
Raymond Cheng
CIO North Asia, Standard Chartered
Винрейт
33.3%
доходность
+0.4%
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Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
14 авг
$34.78
-0.8%
China's side of the global AI capex ecosystem is underappreciated, and global investors are underpositioned in China/Hong Kong equities. Government support for entrepreneurs and IPOs supports Chinese AI-related names, especially in the mid-to-lower tier. He advises using volatility to add back China A-shares and H-shares and rotating away from old e-commerce platforms toward AI capex beneficiaries.
Фондовые индексы
Лонг
14 авг
$34.86
+3.2%
China's side of the global AI capex ecosystem is underappreciated, and global investors are underpositioned in China/Hong Kong equities. Government support for entrepreneurs and IPOs supports Chinese AI-related names, especially in the mid-to-lower tier. He advises using volatility to add back China A-shares and H-shares and rotating away from old e-commerce platforms toward AI capex beneficiaries.
Фондовые индексы
Лонг
14 авг
$58.26
-1.3%
With interest rates likely to remain high, U.S. financials should benefit because net interest margins will not face downside pressure. He tells investors to use current market strength to diversify away from crowded technology and semiconductor exposure into underowned areas such as U.S. financials.
Тематические ETF
Показано 3 из 3 коллов · сортировка по упоминаниям
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У Raymond Cheng на Buzzberg отслеживается 3 торговых идей по 3 тикерам с августа 2026. Чаще всего покрывает: XLF, FXI, ASHR.
