Yo Adrian, China Tech Stocks Are Back From the Dead Like Apollo Creed!?

Gettin' Knocked Down But Gettin' Up Again

Yo Adrian remember when I was nothin'? Just a bum from the neighborhood? Well these China internet tech stocks they were down worse than I was after the first round with Apollo! Bernstein these smart guys they're sayin' it's like the COVID days again. All this noise about geopolitics and trade it's just like Mickey used to say 'Fear is a liar!' They're telling ya to fade the sentiment extremes which is what I shoulda done when I listened to Paulie about that robot Sico!

The Eye of the Tiger is Back Baby!

Remember them tough times Adrian? Regulation tightenin' on these Chinese internet fellas Shanghai lockin' down like a fortress? But now Beijing is pumpin' out the stimulus sendin' signals of support especially with this DeepSeek AI thing. Like when I finally realized I couldn't beat Apollo's speed I had to change these companies are adaptin'. The Hong Kong Hang Seng is breakin' records like I broke Clubber Lang's spirit! They're coming back Adrian!

Stateside Troubles China's Steady Hand?

Bernstein's lookin' at the U.S. and sayin' the regulation changes here feel like China back in 2021. Can you believe it? But now China's policy is lookin' more predictable than Paulie after a few beers. It's like they found their rhythm ya know? Like me learnin' to dance with Adrian. Even the video game biz is safe from trade wars. And digital ads are goin' crazy 'cause businesses are sellin' more stuff at home! It's all about adaptin' Adrian just like Balboa!

Tencent: The Champ is Still Here

Tencent the big shot in Hong Kong is Bernstein's top pick Adrian! They're tradeing at a good value and they see a big benefit from this AI thing. They're givin' it a 40% upside! Now that's a knockout! They're saying China approved a bunch of new games. It's like the government is giving these companies a second chance just like Mickey gave me!

Digital Ad Knockouts!

The digital ads are growin' by double digits every year! Seems these Chinese companies are sellin' to each other cause they can't sell to the US. They improve their technology like the adds from Tencent. You see the change Adrian? Just like I had to learn to be better these Chinese businesses are steppin' up their game because they got no other choice!

No Apocalypse Just Another Round

Yeah the U.S. and China are still buttin' heads but Bernstein's sayin' it ain't the end of the world. They're sayin' to watch out for Meituan. Alibaba and JD.com are good too! Bernstein thinks PDD should get a listing somewhere else to protect the company from increased U.S. restrictions. Some guy from the Treasury said "Everything's on the table". These Chinese companies are smart Adrian. They're movin' like a bee and stingin' like one too if ya know what I mean! Just like me in my prime ya see?