Eric huang

Luxury Brands Face Sales Plunge After Aggressive Price Hikes

European and American luxury brands that significantly raised prices when consumers’ wallets were fullest are now facing the harsh reality of plummeting sales. Dior and Chanel have seen staggering declines, while Hermès and Richemont, which were more restrained in their price increases, continue to enjoy robust growth. Those brands that aggressively hiked prices during peak […]

Luxury Brands Face Sales Plunge After Aggressive Price Hikes Read More »

An Opportunity Ten Times Larger Than NVIDIA Is Emerging: Can AI Applications Create the Next Wealth Myth?

Since the launch of ChatGPT in 2022, the global AI industry has undergone revolutionary changes. The consensus is clear: artificial intelligence is poised to transform the world. In the early stages of the industry, hardware companies at the upstream captured over 90% of the profits. NVIDIA, the leading player, evolved from a relatively unknown firm

An Opportunity Ten Times Larger Than NVIDIA Is Emerging: Can AI Applications Create the Next Wealth Myth? Read More »

From Asia to Europe: The Unstoppable Rise of AI-Driven Market Value

From Asia to Europe, from Alibaba to SAP, the soaring market value amidst macroeconomic challenges stands as the best testament to the deterministic power of AI. On May 27, 2025, a groundbreaking announcement connected two tech giants across continents: China’s Alibaba and Germany’s SAP. The latter, a European software behemoth, has seen its market capitalization

From Asia to Europe: The Unstoppable Rise of AI-Driven Market Value Read More »

BYD’s Hong Kong Shares Drop 10% Over Two Days Amid Profitability Concerns

BYD’s Hong Kong-listed shares fell nearly 10% cumulatively on Monday and Tuesday this week. Goldman Sachs cited investor concerns over profitability and gross margins, while Morgan Stanley stated that the price cuts sent a strong signal of intense pressure in the end market. CICC noted that the actual discount was lower than the surface figures

BYD’s Hong Kong Shares Drop 10% Over Two Days Amid Profitability Concerns Read More »

China’s Real Estate Industry Faces a Transformative Moment

CITIC Securities believes that the transformation of the real estate sector signifies the unsustainability of simple expanded reproduction. Policy attitudes have shifted from encouraging supply expansion to supporting quality improvement in supply. Although the industry differs significantly from the automotive sector in terms of technological application and economies of scale, the current transformation in terms

China’s Real Estate Industry Faces a Transformative Moment Read More »

Systematic Enhancement of Hong Kong Stock Market Attractiveness

CITIC Securities points out that behind this phenomenon lies the systematic enhancement of the attractiveness of the Hong Kong stock market. Firstly, the structure and quality of asset supply are continuously improving. Secondly, liquidity is improving trend-wise against the backdrop of overseas capital inflows. Historically, each round of institutional reform and breakthrough by the Hong

Systematic Enhancement of Hong Kong Stock Market Attractiveness Read More »