0856 GMT - AI stands out as the key investment theme in China amid a changing global macroeconomic environment, HSBC analysts say in a note. "The Fed has hiked, [and] lower investor anxiety and strong earnings growth have led to a solid rebound in U.S. AI trade," they write. The trend could expand to China, thanks to tangible and considerable earnings growth, the analysts add. HSBC has buy ratings on Naura Technology, Shengyi Technology and Hongfa Technology, all of which are companies in the AI supply chain.
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