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CHL News30 articles
Goldman Downgrade Weighs on China Mobile as 5G Expansion Pace Slows
China Mobile shares fell 2.1% in Hong Kong after Goldman Sachs cut its rating to Neutral, citing a cooler outlook for 5G base station deployments in 2026 and 2027.
Markets
China Mobile Faces VAT Hike Impact as Inflation Data and Earnings Loom
China Mobile's A-shares trade near 95 yuan as a VAT increase on telecom services pressures profits. Investors await February inflation figures and the company's March earnings report.
Earnings
China Mobile A-Shares Dip as BeiDou Satellite Service and Tax Hike Weigh on Telecom Outlook
China Mobile's A-shares edged lower ahead of the weekend, with investors eyeing the rollout of BeiDou satellite messaging and potential margin pressure from a higher VAT rate on telecom services.
Technology
Nvidia's AI Momentum Tempered by Supply and China Concerns
Nvidia's stock remains 17% below its 52-week high as investors weigh robust AI demand against persistent supply chain bottlenecks and geopolitical risks in China.
Technology
Vale Shares Slide Amid Record China Iron Ore Inventories
Vale shares fell over 1% as data showed China's iron ore inventories reaching a multi-year peak while steel production dipped, highlighting potential demand pressure.
Commodities
Nvidia Gains China Approval for H200 Chip as AI Revenue Target Hits $1 Trillion
Nvidia shares showed little movement despite securing Chinese regulatory approval for its H200 AI processor and significantly increasing its long-term AI revenue projection to over $1 trillion.
Technology
Pfizer Shares Dip Amid Market Selloff, Weight-Loss Drug Approved in China
Pfizer shares declined 1.6% on Thursday, caught in a broad market downturn. The company navigates falling COVID product revenue while advancing its pipeline, including a new weight-loss drug approval in China.
Markets
Tesla Shares Dip on 2026 Cash Flow Concerns Despite China Sales Surge
Tesla shares declined Thursday as investors focused on warnings of negative free cash flow in 2026 and reduced delivery forecasts, overshadowing strong China sales growth.
Markets
Tesla's China Sales Surge Amid Slumping Broader Auto Market
Tesla reported a 91% year-on-year increase in China-made vehicle sales for February, reaching 58,600 units, even as the broader Chinese auto market contracted. The company's shares closed at $399.24 on Tuesday.
Markets
Valuation Concerns Emerge for PetroChina and Agnico Eagle After Major Rallies
PetroChina and Agnico Eagle Mines show signs of being overvalued after significant multi-year gains, according to discounted cash flow analyses. Meanwhile, Asian equity markets traded unevenly as oil prices retreated.
Markets
Nvidia Reallocates TSMC Production from China-Bound H200 to Vera Rubin AI Chips
Nvidia has stopped manufacturing its H200 AI processors for the Chinese market and redirected that TSMC production capacity toward its upcoming Vera Rubin chips, according to a Financial Times report. The move follows ongoing U.S. export restrictions blocking H200 shipments to China.
Technology
Lithium Stocks Slide Amid China Price Volatility, Policy Uncertainty
Major lithium producers Albemarle and SQM declined in New York trading as Chinese spot prices for the battery metal showed significant volatility, with traders focused on upcoming policy cues and corporate results.
Commodities
Nvidia Reallocates TSMC Capacity from China-Bound H200 to Vera Rubin AI Platform
Nvidia has reportedly stopped manufacturing its H200 AI chips for the Chinese market, reallocating Taiwan Semiconductor Manufacturing Co. capacity to its next-generation Vera Rubin platform. The company holds U.S. licenses for limited H200 shipments to China, but no sales have occurred.
Technology
Fortescue Leads ASX Decline Amid Iron Ore Volatility, China Data Awaited
Fortescue Metals Group underperformed major mining peers on Tuesday, falling 4.49% to A$19.58. The decline comes amid choppy iron ore markets and anticipation of critical Chinese manufacturing data and policy targets.
Commodities
Fortescue Leads Iron Ore Slump as China Data, Shipping Risks Weigh
Fortescue Metals Group underperformed major miners, dropping 4.49% as iron ore prices softened. Market attention turns to China's manufacturing data and annual policy announcements, with shipping risks adding pressure.
Commodities
Lilly Shares Slip Amid China Drug Approval, Focus on Obesity Pipeline
Eli Lilly shares declined 2.3% to $1,028.07 Monday despite broader market gains. The dip came as Innovent Biologics secured Chinese regulatory clearance for the cancer therapy Jaypirca, a drug developed with Lilly.
Markets
Rio Tinto Gains in London Despite Iron Ore Weakness Ahead of China Policy Meetings
Rio Tinto's London-listed shares advanced 0.6% to 7,379 pence, even as iron ore futures declined in Asia. Market focus is on China's upcoming policy meetings and Rio's ex-dividend date.
Commodities
Rio Tinto Gains in London Despite Iron Ore Weakness Ahead of China Policy Meetings
Rio Tinto's London-listed shares advanced 0.6% to 7,379 pence, even as iron ore futures declined in Asia. Market attention is centered on China's upcoming policy meetings and Rio's ex-dividend date on March 5.
Commodities
Synopsys Shares Slide on Outlook, China Concerns; Morgan Stanley Downgrades
Synopsys shares declined sharply following its quarterly report, driven by concerns over China exposure and a slowdown in its core EDA business. Morgan Stanley downgraded the stock.
Earnings
Apple Shares Retreat on Manufacturing Shift and China Risk Vote
Apple shares declined approximately 1% to $271.41 in Thursday morning trading, ending a two-day advance. The move followed a shareholder vote rejecting a report on China supply-chain risks and news of expanded U.S. manufacturing.
Technology
Navigating China's Equity Markets: A Guide for 2026 Investors
Chinese benchmarks declined ahead of the Lunar New Year break, with investors assessing the sustainability of the AI-led rally and regulatory controls. Multiple pathways exist for accessing China equities.
Markets
SEEK Shares Slide on China Write-Down, Employment Hero Exit Plan
SEEK Ltd shares declined following a statutory loss driven by a significant write-down on its Zhaopin investment. The company tightened its full-year guidance and announced a record interim dividend.
Earnings
MP Materials Gains Ahead of Holiday, Eyes Earnings and China Policy
MP Materials shares climbed 1.3% to $58.03 Friday, rebounding from a 5.4% drop. Markets are closed Monday for the holiday, with Q4 earnings and a China policy update next on the calendar.
Commodities
Ucore Dips Ahead of China Rare Earth Policy Briefing
Ucore Rare Metals shares edged lower Friday as China announced a policy briefing on rare earth export controls, with markets closed Monday for Family Day.
Commodities
Lilly Gains on China IBD Drug Approval, Oral GLP-1 Race Heats Up
Eli Lilly shares advanced nearly 2% after securing Chinese approval for its inflammatory bowel disease drug mirikizumab. Investors also await a key U.S. decision on the company's oral weight-loss pill expected in April.
Markets
Nvidia Gains on AI Data Center Expansion and Evolving China Export Policy
Nvidia shares advanced as Nebius Group announced a major data center investment and U.S. lawmakers indicated potential flexibility on certain chip exports to China.
Technology
Apple Shares Dip Amid Mixed China Data and Regulatory Concerns
Apple stock declined over 1% in early trading despite positive January sales data from China, as investors weighed regulatory scrutiny and inflation outlook.
Markets
Tesla Gains on Tencent WeChat Integration Amid China Auto Slump
Tesla shares edged higher premarket after Tencent Cloud announced WeChat-linked features for its China vehicles. The news comes as January auto sales in China fell sharply year-over-year.
Technology
Nvidia Gains on Samsung HBM4 Shipments Amid China Export Scrutiny
Nvidia shares advanced in premarket trading following Samsung's initial shipments of next-generation HBM4 memory, a critical component for AI accelerators. The company continues to navigate strict U.S. export controls on chip sales to China.
Technology
Applied Materials Settles $252M China Export Case, Shares Dip Ahead of Earnings
Applied Materials shares edged lower premarket after agreeing to a $252.5 million settlement over unauthorized chip equipment exports to China. The company reports quarterly results after the close.
Regulation