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For Chinese equities, the probability of gains in Hong Kong and mainland large-cap indices has risen, but a sustained uptrend requires resolving internal tasks such as private credit and domestic demand stimulus and breaking through AI technology bottlenecks.
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중국 증시: 홍콩 및 본토 대형지수의 상승 확률은 높아졌으나, 추세적 상승을 위해서는 민간 신용 및 내수 부양책, AI 기술 병목 돌파 등 내부 과제 해결이 필수적
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The report reviewed trends and major economic indicators in the U.S. and Chinese stock markets and analyzed valuations and trends by global sector.statementThe U.S. should watch AI-related regulation and volatility in the semiconductor sector, while for China domestic demand stimulus and policy effects will be key to a sustained rebound.statementThis report is a weekly report covering global sector trends and indicators rather than a single earnings estimate for an individual company, and it does not provide annual aggregate earnings figures.statementAn approach centered on core theme ETFs such as generative AI, semiconductors, quality and cybersecurity, and on major big tech stocks, remains valid.statementAhead of Nvidia's earnings release on 11/18, market attention is focused on Blackwell demand and next-generation GPU supply outlook.statement
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