Goldman Sachs cuts Hong Kong stocks to market-weight, favoring mainland A-shares for AI hardware exposure. CSI 300 target raised to 5,500.
Trump-Xi meeting lifts Chinese tech stocks amid AI optimism; Kevin Warsh confirmed as Fed chair, with crypto holdings including Solana and Optimism.
Trump-Xi meeting boosts Chinese AI stocks but reveals discord on Hormuz. Analysts urge caution on earnings.