Stocks Hit Record on AI Rally | The China Show 6/1/2026

Watch on YouTube ↗  |  June 01, 2026 at 06:24  |  1:33:29  |  Bloomberg Markets
Speakers
Anthony Stevens — Bloomberg Market Producer
Bing Wang — CFO
Rebecca Liang — Reporter, The Block
Winnie Hsu — Bloomberg Reporter (Asia Markets)

Summary

The video covers Asian markets rallying on AI momentum, with highlights on LG Electronics' surge ahead of Jensen Huang's Computex speech, Akeso's cancer drug breakthrough, and Lenovo's AI PC upgrade. Analysts discuss the broadening AI trade in semiconductor supply chains and power infrastructure, while geopolitical developments at the Shangri-La Dialogue are also covered.

  • Asian tech stocks rally on AI optimism, led by Korea and Taiwan.
  • LG Electronics jumps 50% in two days on anticipation of meeting with Jensen Huang.
  • Akeso's lung cancer drug shows strong survival data, CEO bullish on market dominance.
  • Lenovo gets multiple price target upgrades, stock doubles in May on AI PC narrative.
  • Taiwan's semiconductor supply chain complexity drives gains in circuit board and component makers.
  • Power bottlenecks are a key risk as data center buildout accelerates.
  • China PMI data shows softness but remains in expansion, with AI exports boosting trade.
  • U.S. Defense Secretary Hegseth avoids mentioning Taiwan, signaling a softer tone.
Trade Ideas
Anthony Stevens Bloomberg Market Producer 4:50
LG Electronics benefits from Jensen Huang meeting
LG Electronics is surging due to anticipation of management meeting Jensen Huang at Computex. The macro environment is rewarding tech risk-taking, and retail investors in Korea are deeply understanding the AI supply chain, driving further gains. The stock rose 25% on Friday and another 25% today, reflecting this powerful self-reinforcing dynamic.
066570.KS HIGH
Anthony Stevens Bloomberg Market Producer 7:36
Lenovo AI PC growth upgrades continue
Lenovo is benefiting from the AI PC and AI agent growth narrative. Management guidance has been very bullish, and the street is catching up with earnings estimates, as seen by multiple banks raising price targets (e.g., Goldman Sachs by 15%). The stock has doubled in May, and the cycle of management guidance driving analyst upgrades is likely to continue.
LENOVO MED
Bing Wang CFO 59:01
Akeso will dominate lung cancer treatment
Akeso's lung cancer drug ivonescimab (AK112) showed superior efficacy in a Phase 3 trial, reducing risk of death by 34% compared to standard of care. The company has a commanding lead in the bispecific antibody class for lung cancer, with over 70,000 patients already treated in China. They are confident of becoming the dominant player globally, displacing current therapies like Keytruda. The data is transferable to Western populations, and partner Summit is on track for global trials.
Akeso HIGH
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This Bloomberg Markets video, published June 01, 2026, features Anthony Stevens, Bing Wang discussing 066570.KS, LENOVO, Akeso. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Anthony Stevens, Bing Wang  · Tickers: 066570.KS, LENOVO, Akeso