Chinese equities saw a modest rebound on Friday, gaining between 0.60 and 1.30%. The HSCEI index in Hong Kong is recording the strongest gains. The broader market picture remains mixed, however — property stocks continue to lose value, while tech stocks remain in consolidation, though this may change after the exciting IPO of China’s Nvidia counterpart — Moore Threads.
J.P. Morgan also recently issued a positive recommendation for Chinese assets. The bank highlighted AI growth, improving margins, higher capital returns, and the shift of domestic liquidity toward investment assets. J.P. Morgan forecasts that the MSCI China Index will rebound by roughly 19% by 2026.
Among Chinese tech companies, sentiment was supported by strong domestic chipmaking momentum, driven by geopolitical pressure and Beijing’s accelerated push for self-sufficiency. Moore Threads — a leading AI GPU designer often compared to Nvidia and heavily backed by China’s strategic semiconductor policy — delivered a spectacular market debut in Shanghai, soaring nearly 500% from its IPO price after raising about 1.1 billion USD (8 billion yuan).
The explosive surge reflects strong investor enthusiasm, and the prolonged U.S.–China chip trade war makes the company an interesting investment alternative. Moore Threads’ performance — rapid revenue growth, narrowing losses, and regulatory support — positions the firm among the most visible beneficiaries of Beijing’s renewed tech-industrial initiative, alongside companies such as Cambricon, Huawei, Enflame, Biren, Yangtze Memory, and ChangXin, all competing for market share after NVIDIA’s forced scaling-down in China.
The material on this page does not constitute financial advice and does not take into account your level of understanding, investment objectives, financial situation or any other specific needs. All information provided, including opinions, market research, mathematical results and technical analyzes published on the Website or transmitted To you by other means, it is provided for information purposes only and should in no way be construed as an offer or solicitation for a transaction in any financial instrument, nor should the information provided be construed as advice of a legal or financial nature on which any investment decisions you make should be based exclusively To your level of understanding, investment objectives, financial situation, or other specific needs, any decision to act on the information published on the Website or sent to you by other means is entirely at your own risk if you In doubt or unsure about your understanding of a particular product, instrument, service or transaction, you should seek professional or legal advice before trading. Investing in CFDs carries a high level of risk, as they are leveraged products and have small movements Often the market can result in much larger movements in the value of your investment, and this can work against you or in your favor. Please ensure you fully understand the risks involved, taking into account investments objectives and level of experience, before trading and, if necessary, seek independent advice.
