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Last week, A-share technology stocks performed strongly overall, and another positive development emerged over the weekend. Bloomberg Intelligence predicts that the earnings growth of China's tech giants index will experience a significant turning point in 2026, and is expected to surpass the "US Magnificent Seven" for the first time since 2022. Influenced by this optimistic forecast, the number of AI companies seeking to list in China has increased, with two companies, MiniMax and Zhipu AI, successfully going public last week. According to Bloomberg data, a major Asian technology index has risen by approximately 6% this year, outperforming the 2% gain of the Nasdaq 100 Index. Asian technology stocks are expected to start off strong in 2026, with investors generally bullish on their growth momentum throughout the year.
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