Calls
3
Lei Meng
China Equity Strategist, UBS Securities
Win Rate
-
return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 11
$24.49
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China tech is the key market driver and moves with the global AI semiconductor narrative; if the global AI story recovers, China tech can rally, and earnings for China tech are still rising while monetary easing benefits liquidity-sensitive TMT.
Thematic ETFs
Long
Sep 11
$34.40
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China equities have likely bottomed; strong earnings revisions, the end of margin-financing deleveraging, and record ETF inflows support a range-bound-to-optimistic market for the rest of the year, with global AI and policy easing as catalysts.
Equity Indexes
Long
Sep 11
$71.64
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Carbon neutrality and AI development are key five-year-plan priorities requiring more investment; fiscal expansion should support new infrastructure including data centers and energy storage.
Thematic ETFs
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Lei Meng has 3 trade ideas tracked on Buzzberg across 4 tickers since September 2026.
