Asia Equities: Model Portfolio Changes - More to Chinese EV Supply Chain, Less to AI Losers

Smartkarma

04/13

⬆ Contemporary Amperex Technology (CATL) - Our AxJ Model Portfolio outperformed MXASJ, driven by KR & TW tech, KR defense, industrials. We now exclude Tencent Music, Xiaomi, add CNOOC, CATL, Anta Sports. OW HK/CN, KR, SG, TW Tech; neutral IN.

Continue reading on Smartkarma:- https://www.smartkarma.com/insights/asia-equities-model-portfolio-changes-more-to-chinese-ev-supply-chain-less-to-ai-losers?utm_source=tiger_community

By Manishi Raychaudhuri, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/manishi-raychaudhuri?utm_source=tiger_community

On Contemporary Amperex Technology (CATL) (03750):- https://www.smartkarma.com/entities/contemporary-amperex-technology-catl-co-limited?utm_source=tiger_community

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

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OW HK/CN, KR, SG, TW Tech; neutral IN.</p><br/><p>Continue reading on Smartkarma:- https://www.smartkarma.com/insights/asia-equities-model-portfolio-changes-more-to-chinese-ev-supply-chain-less-to-ai-losers?utm_source=tiger_community</p><p>By Manishi Raychaudhuri, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/manishi-raychaudhuri?utm_source=tiger_community</p><p>On Contemporary Amperex Technology (CATL) (03750):- https://www.smartkarma.com/entities/contemporary-amperex-technology-catl-co-limited?utm_source=tiger_community</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Asia Equities: Model Portfolio Changes - More to Chinese EV Supply Chain, Less to AI Losers</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAsia Equities: Model Portfolio Changes - More to Chinese EV Supply Chain, Less to AI Losers\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1009381084\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/bb92df7ff435380d798b36afa44a5c07);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Smartkarma </p>\n<p class=\"h-time smaller\">2026-04-13 00:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<html><body><img src=\"https://assets.smartkarma.com/online-branding-manual/00_introduction-page/bull-bear-lg.png\"/>\n<p>⬆  <a href=\"https://laohu8.com/S/03750\">Contemporary Amperex Technology (CATL)</a> - Our AxJ Model Portfolio outperformed MXASJ, driven by KR &amp; TW tech, KR defense, industrials. We now exclude Tencent Music, <a href=\"https://laohu8.com/S/XIACY\">Xiaomi</a>, add CNOOC, <a href=\"https://laohu8.com/S/300750\">CATL</a>, Anta Sports. OW HK/CN, KR, SG, TW Tech; neutral IN.</p><br/><p>Continue reading on Smartkarma:- https://www.smartkarma.com/insights/asia-equities-model-portfolio-changes-more-to-chinese-ev-supply-chain-less-to-ai-losers?utm_source=tiger_community</p><p>By Manishi Raychaudhuri, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/manishi-raychaudhuri?utm_source=tiger_community</p><p>On Contemporary Amperex Technology (CATL) (03750):- https://www.smartkarma.com/entities/contemporary-amperex-technology-catl-co-limited?utm_source=tiger_community</p></body></html>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TME","symbol_name":"騰訊音樂","start_time":0,"source_url":"https://www.smartkarma.com/home/private-investor-solutions/","article_id":"2627495483","we_media_id":"1009381084","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2627495483","pubTimestamp":1776009661,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Smartkarma","introduction":"Smartkarma","home_visible":1,"id":"1009381084","head_image":"https://static.tigerbbs.com/bb92df7ff435380d798b36afa44a5c07"},"summary":"utm_source=tiger_community","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"300750":"宁德时代","600938":"中国海油","TME":"腾讯音乐","01810":"小米集团-W","LU1008478684.HKD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (HKD) ACC","XIACY":"小米集团ADR","BK1116":"电气部件与设备","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","ARTY":"ISHARES FUTURE AI & TECH ETF","01698":"腾讯音乐-SW","BK1610":"ETF&股票定投概念","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","LU1993786604.SGD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (SGD) ACC","03750":"宁德时代","ANPDY":"安踏体育ADR","LU1960683339.HKD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (HKD) ACC","00883":"中国海洋石油","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","02020":"安踏体育","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC"},"translate_title":"亚洲股票：模型投资组合变化——更多地关注中国电动汽车供应链，更少关注人工智能输家","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300750":1.98,"600938":1.89,"01810":1.89,"00883":1.89,"XIACY":1.89,"02020":1.89,"TME":1.89,"03750":1.98,"ANPDY":1.89,"01698":1.89,"ARTY":1.84},"content_text":"⬆  Contemporary Amperex Technology (CATL) - Our AxJ Model Portfolio outperformed MXASJ, driven by KR & TW tech, KR defense, industrials. We now exclude Tencent Music, Xiaomi, add CNOOC, CATL, Anta Sports. OW HK/CN, KR, SG, TW Tech; neutral IN.Continue reading on Smartkarma:- https://www.smartkarma.com/insights/asia-equities-model-portfolio-changes-more-to-chinese-ev-supply-chain-less-to-ai-losers?utm_source=tiger_communityBy Manishi Raychaudhuri, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/manishi-raychaudhuri?utm_source=tiger_communityOn Contemporary Amperex Technology (CATL) (03750):- https://www.smartkarma.com/entities/contemporary-amperex-technology-catl-co-limited?utm_source=tiger_community","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}