Jeanny Yu
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Apple Cut From Goldman’s Conviction List As Shares Underperform
The iPhone maker had ranked in the 20-25 member “Directors’ Cut” version of Goldman’s conviction list since it was unveiled last June.
- Monday March 4, 2024
- Author: Jeanny Yu
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Apple Cut From Goldman’s Conviction List As Shares Underperform
The iPhone maker had ranked in the 20-25 member “Directors’ Cut” version of Goldman’s conviction list since it was unveiled last June.
- Monday March 4, 2024
- Author: Jeanny Yu
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Nvidia Frenzy Widens Gap Between U.S. Chipmakers And Asian Peers
Nvidia’s 8% jump this week dwarfed gains of 2.1% for TSMC and 0.4% for Samsung. SK Hynix Inc.
- Friday February 23, 2024
- Author: Jeanny Yu
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Nvidia Frenzy Widens Gap Between U.S. Chipmakers And Asian Peers
Nvidia’s 8% jump this week dwarfed gains of 2.1% for TSMC and 0.4% for Samsung. SK Hynix Inc.
- Friday February 23, 2024
- Author: Jeanny Yu
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China Chip Stocks Look Like Long-Term Winners to Wall Street
While many on Wall Street are going to great lengths to avoid Chinese stocks, some analysts are telling clients to consider local chip companies. The caveat: it might take a while to see the benefits.
- Friday February 16, 2024
- Author: Ian King, Jeanny Yu
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TSMC Soars Most Since 2020 After Broker Upgrades on AI Prospects
Taiwan’s largest company soared 9.8% after resuming trade following the week-long Lunar New Year break, the biggest intraday climb since July 2020.
- Thursday February 15, 2024
- Author: Jane Lanhee Lee, Jeanny Yu
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China Share Buybacks Climb To Three-Year High Amid Market Slump
Share buybacks have historically been a regular feature in Beijing’s toolbox to prop up a slumping market.
- Wednesday February 7, 2024
- Author: Jeanny Yu
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Alibaba’s 80% Loss May Extend On Competition Worries
Investors looking for an end to the freefall in shares of Chinese e-commerce company Alibaba Group Holding Ltd. may be in for a long wait, if options traders are correct.
- Tuesday February 6, 2024
- Author: Jeanny Yu
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Alibaba’s 80% Loss May Extend On Competition Worries
Investors looking for an end to the freefall in shares of Chinese e-commerce company Alibaba Group Holding Ltd. may be in for a long wait, if options traders are correct.
- Tuesday February 6, 2024
- Author: Jeanny Yu
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Lenovo’s Worst Week Since 2021 Highlights Fear Over U.S. Sanctions
Lenovo Group’s heady 2023 rally on artificial-intelligence optimism has given way to a weak start this year, as concern about US-China tensions and soft demand weigh on the shares.
- Friday February 2, 2024
- Author: Jeanny Yu
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Baidu Sinks Most Since 2022 Despite Denying Links to PLA AI
Baidu Inc. plunged its most in more than a year after a report linked its Ernie AI platform to key Chinese military research into artificial intelligence.
- Monday January 15, 2024
- Author: Sarah Zheng, Jeanny Yu, Zheping Huang
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Baidu Sinks Most Since 2022 Despite Denying Links to PLA AI
Baidu Inc. plunged its most in more than a year after a report linked its Ernie AI platform to key Chinese military research into artificial intelligence.
- Monday January 15, 2024
- Author: Sarah Zheng, Jeanny Yu, Zheping Huang
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Tencent Buybacks Hit Record As China Watchdog Roiled Markets
Tencent has ramped up its pace of daily purchases to HK$1 billion, compared with an average of HK$375 million a day last year.
- Thursday January 4, 2024
- Author: Jeanny Yu
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Tencent Buybacks Hit Record As China Watchdog Roiled Markets
Tencent has ramped up its pace of daily purchases to HK$1 billion, compared with an average of HK$375 million a day last year.
- Thursday January 4, 2024
- Author: Jeanny Yu
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Tencent, China Tech Stocks Dismiss Sign Of Game Curbs Easing
Beijing has removed a top official who oversaw China’s gaming industry, Reuters reported, suggesting the government is trying to tamp down a backlash against harsh new regulations that triggered an $80 billion rout across major tech stocks.
- Wednesday January 3, 2024
- Author: Zheping Huang, Jeanny Yu