Earnings Beats May Lift Hong Kong AI Stocks -- Market Talk

Dow Jones

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0944 GMT - Hong Kong-listed AI stocks may begin to catch up with global peers, BNP Paribas analysts say in a research note. "Investors are starting to embrace the re-rating argument and assuming these companies can consistently deliver positive outcomes on new AI product launches and, more importantly, monetize AI in the near to medium term," they say. Meanwhile, Southbound Stock Connect net inflows into Hong Kong equities have accelerated to nearly US$170 billion so far this year, with AI names among the key targets, the analysts note. After a period of underperformance, investor expectations for Hong Kong-listed AI companies' 3Q earnings appear relatively modest, they note. Given their low valuations, earnings beats could serve as near-term catalyst for the stocks, they add. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

November 17, 2025 04:44 ET (09:44 GMT)

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Meanwhile, Southbound Stock Connect net inflows into Hong Kong equities have accelerated to nearly US$170 billion so far this year, with AI names among the key targets, the analysts note. After a period of underperformance, investor expectations for Hong Kong-listed AI companies' 3Q earnings appear relatively modest, they note. Given their low valuations, earnings beats could serve as near-term catalyst for the stocks, they add. 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Meanwhile, Southbound Stock Connect net inflows into Hong Kong equities have accelerated to nearly US$170 billion so far this year, with AI names among the key targets, the analysts note. After a period of underperformance, investor expectations for Hong Kong-listed AI companies' 3Q earnings appear relatively modest, they note. Given their low valuations, earnings beats could serve as near-term catalyst for the stocks, they add. (sherry.qin@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 17, 2025 04:44 ET (09:44 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AI","symbol_name":"C3.ai, Inc.","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2584495456","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2584495456","pubTimestamp":1763372640,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0944 GMT - Hong Kong-listed AI stocks may begin to catch up with global peers, BNP Paribas analysts say in a research note. \"Investors are starting to embrace the re-rating argument and assuming these companies can consistently deliver positive outcomes on new AI product launches and, more importantly, monetize AI in the near to medium term,\" they say. Meanwhile, Southbound Stock Connect net inflows into Hong Kong equities have accelerated to nearly US$170 billion so far this year, with AI names among the key targets, the analysts note. After a period of underperformance, investor expectations for Hong Kong-listed AI companies' 3Q earnings appear relatively modest, they note. Given their low valuations, earnings beats could serve as near-term catalyst for the stocks, they add. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"AI":"C3.ai, Inc.","BK4543":"AI","BK4551":"寇图资本持仓","BK4587":"ChatGPT概念","BK4528":"SaaS概念","BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4023":"应用软件"},"translate_title":"盈利好于预期可能提振香港人工智能股——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AI":0.89},"content_text":"0944 GMT - Hong Kong-listed AI stocks may begin to catch up with global peers, BNP Paribas analysts say in a research note. \"Investors are starting to embrace the re-rating argument and assuming these companies can consistently deliver positive outcomes on new AI product launches and, more importantly, monetize AI in the near to medium term,\" they say. Meanwhile, Southbound Stock Connect net inflows into Hong Kong equities have accelerated to nearly US$170 billion so far this year, with AI names among the key targets, the analysts note. After a period of underperformance, investor expectations for Hong Kong-listed AI companies' 3Q earnings appear relatively modest, they note. Given their low valuations, earnings beats could serve as near-term catalyst for the stocks, they add. (sherry.qin@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 17, 2025 04:44 ET (09:44 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}