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UBS downgrades U.S. tech to neutral, prefers China and Europe

Fri, 27 Feb 2026 07:14:12 -0500

Investing.com -- UBS analysts said global equities have continued to rise this year, but performance has become increasingly uneven, with cyclical regions and sectors outpacing U.S. technology stocks.

In a note, Fabian Deriaz, strategist at UBS, and Ulrike Hoffmann-Burchardi, chief investment officer for the Americas and global head of equities at UBS, said their “confidence in a cyclical recovery is intact,” supported by easing tariff pressures, expected Federal Reserve rate cuts, and more favourable fiscal policy.

However, UBS now “downgrades US tech sectors to Neutral and sees more attractive opportunities in Chinese and European tech stocks, as well as in

UBS downgrades U.S. tech to neutral, prefers China and Europe

Fri, 27 Feb 2026 07:14:12 -0500

However, UBS now “downgrades US tech sectors to Neutral and sees more attractive opportunities in Chinese and European tech stocks, as well as in

UBS downgrades U.S. tech to neutral, prefers China and Europe

Fri, 27 Feb 2026 07:14:12 -0500

However, UBS now “downgrades US tech sectors to Neutral and sees more attractive opportunities in Chinese and European tech stocks, as well as in

Morgan Stanley on China Dec PMI: 'Strength...due to quarter-end production push, robust exports and policy pass-through on infrastructure'

Wed, 31 Dec 2025 06:44:54 -0500

Morgan Stanley on China Dec PMI: 'Strength...due to quarter-end production push, robust exports and policy pass-through on infrastructure'.

The analyst comments "Strength in December PMI was due to quarter-end production push, robust exports and policy pass-through on infrastructure. The rebound in manufacturing PMI (50.1 vs. consensus and Nov-25: 49.2) was driven by production (and corresponding orders) and exports. Uptick in non-manufacturing PMI was led by a notable rise in construction on infrastructure support, while services activity remained subdued. PPI MoM likely softened to 0.0% (vs. 0.1% in Nov) in view of moderation in sub- index for input prices, although YoY may

Morgan Stanley on China Dec PMI: 'Strength...due to quarter-end production push, robust exports and policy pass-through on infrastructure'

Wed, 31 Dec 2025 06:44:54 -0500

Morgan Stanley on China Dec PMI: 'Strength...due to quarter-end production push, robust exports and policy pass-through on infrastructure'.

Trump: China Becoming Very Hostile

Fri, 10 Oct 2025 11:00:27 -0500

(Updated - October 10, 2025 11:00 AM EDT)

Trump: China Becoming Very Hostile

Trump wrote on Truth Social. "Some very strange things are happening in China! They are becoming very hostile, and sending letters to Countries throughout the World, that they want to impose Export Controls on each and every element of production having to do with Rare Earths, and virtually anything else they can think of, even if it’s not manufactured in China. Nobody has ever seen anything like this but, essentially, it would “clog” the Markets, and make life difficult for virtually every Country in the World, especially for

Trump: China Becoming Very Hostile

Fri, 10 Oct 2025 11:00:27 -0500

(Updated - October 10, 2025 11:00 AM EDT)

Trump: China Becoming Very Hostile

Trump wrote on Truth Social. "Some very strange things are happening in China! They are becoming very hostile, and sending letters to Countries throughout the World, that they want to impose Export Controls on each and every element of production having to do with Rare Earths, and virtually anything else they can think of, even if it’s not manufactured in China. Nobody has ever seen anything like this but, essentially, it would “clog” the Markets, and make life difficult for virtually every Country in the World, especially for

Trump: China Becoming Very Hostile

Fri, 10 Oct 2025 11:00:27 -0500

(Updated - October 10, 2025 11:00 AM EDT)

Trump: China Becoming Very Hostile

Trump wrote on Truth Social. "Some very strange things are happening in China! They are becoming very hostile, and sending letters to Countries throughout the World, that they want to impose Export Controls on each and every element of production having to do with Rare Earths, and virtually anything else they can think of, even if it’s not manufactured in China. Nobody has ever seen anything like this but, essentially, it would “clog” the Markets, and make life difficult for virtually every Country in the World, especially for

Trump: China Becoming Very Hostile

Fri, 10 Oct 2025 11:00:27 -0500

(Updated - October 10, 2025 11:00 AM EDT)

Trump: China Becoming Very Hostile

Trump wrote on Truth Social. "Some very strange things are happening in China! They are becoming very hostile, and sending letters to Countries throughout the World, that they want to impose Export Controls on each and every element of production having to do with Rare Earths, and virtually anything else they can think of, even if it’s not manufactured in China. Nobody has ever seen anything like this but, essentially, it would “clog” the Markets, and make life difficult for virtually every Country in the World, especially for

KraneShares CSI China Internet ETF (KWEB) call put ratio 7 calls to 1 put with a focus on October 45 calls.

Thu, 25 Sep 2025 10:46:58 -0500

KraneShares CSI China Internet ETF (NYSE: KWEB) 30-day option implied volatility is at 30; compared to its 52-week range of 27 to 76. Call put ratio 7 calls to 1 put with a focus on October 45 calls.

Trump-Xi Call At 9Am Et Friday: US Official - Bloomberg

Thu, 18 Sep 2025 09:59:13 -0500

Trump-Xi Call At 9Am Et Friday: US Official - Bloomberg

Thu, 18 Sep 2025 09:59:13 -0500

Trump-Xi Call At 9Am Et Friday: US Official - Bloomberg

KraneShares CSI China Internet ETF (KWEB) call put ratio 3.7 calls to 1 put with a focus on October calls

Wed, 17 Sep 2025 05:04:22 -0500

KraneShares CSI China Internet ETF (NYSE: KWEB) 30-day option implied volatility is at 31; compared to its 52-week range of 25 to 76. Call put ratio 3.7 calls to 1 put with a focus on October calls.

KraneShares CSI China Internet ETF (KWEB) call put ratio 16 calls to 1 put with a focus on October 40 and 42 calls

Thu, 11 Sep 2025 11:17:39 -0500

KraneShares CSI China Internet ETF (NYSE: KWEB) 30-day option implied volatility is at 30; compared to its 52-week range of 25 to 76. Call put ratio 16 calls to 1 put with a focus on October 40 and 42 calls.

Bernstein is bullish on these 5 China AI stocks

Thu, 14 Aug 2025 10:00:00 -0500

Bernstein has turned more positive on the outlook for China’s AI sector after a sharp rally in Cambricon’s shares, saying the momentum extends to several key players in the domestic chip ecosystem.

The brokerage said Cambricon’s 20% jump was driven by expectations for stronger local advanced logic supply and guidance from Chinese authorities for companies to avoid using Nvidia’s (NASDAQ: NVDA) H20 AI chip.