🇨🇳 China Exposure: Market Moves to Watch

😎 Market Vibes

China's not just lurking in the background - it's front and center in today's market stories.

Nvidia's back selling H20 chips into China, but under a microscope. Cambricon's still riding the AI hype wave after a 4,000% revenue surge, though shares just pulled back hard. Hedge funds are piling into A-shares at the fastest clip in six months. Barclays is leaning into China's 5.3% H1 growth as a reason to stay bullish on the FTSE 100.

Even real estate's catching a bid - CapitaLand just got the greenlight to list in Shanghai

Semis, stocks, malls, macro… if your portfolio even glances at China, this one's worth reading 👇

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🚀 Nvidia? Back In. But Cambricon's Still the Star

Nvidia sold zero H20 chips into China last quarter... But after months of limbo, Nvidia's H20 chips are flowing back into China - but sales are tightly watched, and buyers must now justify every order.

Meanwhile, Cambricon's revenue soared ~4,000% in H1, turning it into a national chip darling. Shares spiked in August, but have since pulled back nearly 12% on profit-taking.

China's AI chipmakers aren't just catching up - they're cashing in.

📈 Cambricon's Breakout Numbers

Cambricon's still on fire year-to-date - even after Thursday's pullback of -11%. The Beijing-based AI chipmaker has outpaced Nvidia by miles, with NVDA shares mostly flat while Cambricon went full parabolic in August.

• H1 Revenue: $403M

• Net Profit: $145M

• YTD: +91.73%

• Full-year forecast: ¥5-7 billion

Their Siyuan 690 chip is being talked up as China's best H100 alternative - still behind on software, but closing the gap.

🏦 Hedge Funds Can't Get Enough A‑Shares

Chinese stocks are getting major love from hedge funds this month:

• August flows = 6-month high

• Biggest appetite? Onshore A-shares - despite mixed sentiment globally.

Western hedge funds playing hot potato with Chinese equities again. Classic.

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🌍 China's Economy Is Holding Up - But Don't Get Carried Away

China's economy grew 5.3% in the first half of 2025, slightly beating the government's 5% target.

Barclays thinks that strength won't just stay in Asia - they recently turned bullish on the FTSE 100, saying European companies with heavy exposure to China (think luxury, autos, and industrials) could get a tailwind.

🏢 CapitaLand Breaks New Ground in China REITs

Singapore's CapitaLand Investment got the green light to list China's first foreign-owned REIT.

• Assets: two retail malls in Guangzhou and Changsha.

• Total valuation: ¥2.8 billion, however fundraising target is not confirmed yet ⚠️

Real estate's back? In China? With foreign money? Didn't have that on 2025 bingo.

✌️ Thanks for vibing with us.

⚠️ WARNING: Market data is subject to rapid change. Verify current information before making trading decisions.

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