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   <title>Goldman Sachs says economic convergence remains strong when weighted by population</title>
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   <description>&lt;p&gt;Investing.com -- Goldman Sachs released a report Monday challenging the view that economic convergence between poor and rich nations has stalled, arguing that previous studies showing weak convergence failed to account for population size.&lt;/p&gt;&lt;p&gt;The investment bank said that when countries are weighted by population, economic convergence has been a consistent feature of the global economy since the 1980s, rather than being confined to the 2000-2010 period as some economists have suggested.&lt;/p&gt;&lt;p&gt;Goldman Sachs identified Asia's most populous nations as the key drivers of this convergence. China has driven convergence since the early 1980s, while India, Indonesia and Bangladesh have contributed from</description>
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   <title>Goldman Sachs says economic convergence remains strong when weighted by population</title>
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   <description>&lt;p&gt;Investing.com -- Goldman Sachs released a report Monday challenging the view that economic convergence between poor and rich nations has stalled, arguing that previous studies showing weak convergence failed to account for population size.&lt;/p&gt;&lt;p&gt;The investment bank said that when countries are weighted by population, economic convergence has been a consistent feature of the global economy since the 1980s, rather than being confined to the 2000-2010 period as some economists have suggested.&lt;/p&gt;&lt;p&gt;Goldman Sachs identified Asia's most populous nations as the key drivers of this convergence. China has driven convergence since the early 1980s, while India, Indonesia and Bangladesh have contributed from</description>
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   <title>Goldman Sachs says economic convergence remains strong when weighted by population</title>
   <link>http://www.streetinsider.com/General+News/Goldman+Sachs+says+economic+convergence+remains+strong+when+weighted+by+population/26578694.html</link>
   <description>&lt;p&gt;Investing.com -- Goldman Sachs released a report Monday challenging the view that economic convergence between poor and rich nations has stalled, arguing that previous studies showing weak convergence failed to account for population size.&lt;/p&gt;&lt;p&gt;The investment bank said that when countries are weighted by population, economic convergence has been a consistent feature of the global economy since the 1980s, rather than being confined to the 2000-2010 period as some economists have suggested.&lt;/p&gt;&lt;p&gt;Goldman Sachs identified Asia's most populous nations as the key drivers of this convergence. China has driven convergence since the early 1980s, while India, Indonesia and Bangladesh have contributed from</description>
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   <title>Goldman Sachs says economic convergence remains strong when weighted by population</title>
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   <description>&lt;p&gt;Investing.com -- Goldman Sachs released a report Monday challenging the view that economic convergence between poor and rich nations has stalled, arguing that previous studies showing weak convergence failed to account for population size.&lt;/p&gt;&lt;p&gt;The investment bank said that when countries are weighted by population, economic convergence has been a consistent feature of the global economy since the 1980s, rather than being confined to the 2000-2010 period as some economists have suggested.&lt;/p&gt;&lt;p&gt;Goldman Sachs identified Asia's most populous nations as the key drivers of this convergence. China has driven convergence since the early 1980s, while India, Indonesia and Bangladesh have contributed from</description>
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   <title>Goldman Sachs says economic convergence remains strong when weighted by population</title>
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   <description>&lt;p&gt;Investing.com -- Goldman Sachs released a report Monday challenging the view that economic convergence between poor and rich nations has stalled, arguing that previous studies showing weak convergence failed to account for population size.&lt;/p&gt;&lt;p&gt;The investment bank said that when countries are weighted by population, economic convergence has been a consistent feature of the global economy since the 1980s, rather than being confined to the 2000-2010 period as some economists have suggested.&lt;/p&gt;&lt;p&gt;Goldman Sachs identified Asia's most populous nations as the key drivers of this convergence. China has driven convergence since the early 1980s, while India, Indonesia and Bangladesh have contributed from</description>
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   <title>Goldman Sachs says economic convergence remains strong when weighted by population</title>
   <link>http://www.streetinsider.com/General+News/Goldman+Sachs+says+economic+convergence+remains+strong+when+weighted+by+population/26578694.html</link>
   <description>&lt;p&gt;Investing.com -- Goldman Sachs released a report Monday challenging the view that economic convergence between poor and rich nations has stalled, arguing that previous studies showing weak convergence failed to account for population size.&lt;/p&gt;&lt;p&gt;The investment bank said that when countries are weighted by population, economic convergence has been a consistent feature of the global economy since the 1980s, rather than being confined to the 2000-2010 period as some economists have suggested.&lt;/p&gt;&lt;p&gt;Goldman Sachs identified Asia's most populous nations as the key drivers of this convergence. China has driven convergence since the early 1980s, while India, Indonesia and Bangladesh have contributed from</description>
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   <title>Chinese ADRs decline amid regulatory concerns amid probes into brokers</title>
   <link>http://www.streetinsider.com/Investing/Chinese+ADRs+decline+amid+regulatory+concerns+amid+probes+into+brokers/26539371.html</link>
   <description>&lt;p&gt;Investing.com -- US-listed shares of Chinese companies dropped Friday following news that China's securities regulator plans to penalize several cross-border brokerages for operating without proper licenses.&lt;/p&gt;&lt;p&gt;The China Securities Regulatory Commission announced it intends to penalize Futu Holdings Ltd., UP Fintech Holding Ltd.'s Tiger Brokers and Longbridge Securities Ltd. for operating on the mainland without authorization. The regulator said it will confiscate all illegal gains from both domestic and overseas entities of the firms and impose penalties.&lt;/p&gt;&lt;p&gt;According to the CSRC statement, the firms marketed services, processed trading orders, and provided other securities offerings within mainland China without regulatory approval. The brokerages</description>
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   <title>Chinese ADRs decline amid regulatory concerns amid probes into brokers</title>
   <link>http://www.streetinsider.com/Investing/Chinese+ADRs+decline+amid+regulatory+concerns+amid+probes+into+brokers/26539371.html</link>
   <description>&lt;p&gt;Investing.com -- US-listed shares of Chinese companies dropped Friday following news that China's securities regulator plans to penalize several cross-border brokerages for operating without proper licenses.&lt;/p&gt;&lt;p&gt;The China Securities Regulatory Commission announced it intends to penalize Futu Holdings Ltd., UP Fintech Holding Ltd.'s Tiger Brokers and Longbridge Securities Ltd. for operating on the mainland without authorization. The regulator said it will confiscate all illegal gains from both domestic and overseas entities of the firms and impose penalties.&lt;/p&gt;&lt;p&gt;According to the CSRC statement, the firms marketed services, processed trading orders, and provided other securities offerings within mainland China without regulatory approval. The brokerages</description>
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   <title>Chinese ADRs decline amid regulatory concerns amid probes into brokers</title>
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   <description>&lt;p&gt;Investing.com -- US-listed shares of Chinese companies dropped Friday following news that China's securities regulator plans to penalize several cross-border brokerages for operating without proper licenses.&lt;/p&gt;&lt;p&gt;The China Securities Regulatory Commission announced it intends to penalize Futu Holdings Ltd., UP Fintech Holding Ltd.'s Tiger Brokers and Longbridge Securities Ltd. for operating on the mainland without authorization. The regulator said it will confiscate all illegal gains from both domestic and overseas entities of the firms and impose penalties.&lt;/p&gt;&lt;p&gt;According to the CSRC statement, the firms marketed services, processed trading orders, and provided other securities offerings within mainland China without regulatory approval. The brokerages</description>
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   <title>Chinese ADRs decline amid regulatory concerns amid probes into brokers</title>
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   <description>&lt;p&gt;Investing.com -- US-listed shares of Chinese companies dropped Friday following news that China's securities regulator plans to penalize several cross-border brokerages for operating without proper licenses.&lt;/p&gt;&lt;p&gt;The China Securities Regulatory Commission announced it intends to penalize Futu Holdings Ltd., UP Fintech Holding Ltd.'s Tiger Brokers and Longbridge Securities Ltd. for operating on the mainland without authorization. The regulator said it will confiscate all illegal gains from both domestic and overseas entities of the firms and impose penalties.&lt;/p&gt;&lt;p&gt;According to the CSRC statement, the firms marketed services, processed trading orders, and provided other securities offerings within mainland China without regulatory approval. The brokerages</description>
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   <title>Chinese ADRs decline amid regulatory concerns amid probes into brokers</title>
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   <description>&lt;p&gt;Investing.com -- US-listed shares of Chinese companies dropped Friday following news that China's securities regulator plans to penalize several cross-border brokerages for operating without proper licenses.&lt;/p&gt;&lt;p&gt;The China Securities Regulatory Commission announced it intends to penalize Futu Holdings Ltd., UP Fintech Holding Ltd.'s Tiger Brokers and Longbridge Securities Ltd. for operating on the mainland without authorization. The regulator said it will confiscate all illegal gains from both domestic and overseas entities of the firms and impose penalties.&lt;/p&gt;&lt;p&gt;According to the CSRC statement, the firms marketed services, processed trading orders, and provided other securities offerings within mainland China without regulatory approval. The brokerages</description>
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   <title>Chinese ADRs decline amid regulatory concerns amid probes into brokers</title>
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   <description>&lt;p&gt;Investing.com -- US-listed shares of Chinese companies dropped Friday following news that China's securities regulator plans to penalize several cross-border brokerages for operating without proper licenses.&lt;/p&gt;&lt;p&gt;The China Securities Regulatory Commission announced it intends to penalize Futu Holdings Ltd., UP Fintech Holding Ltd.'s Tiger Brokers and Longbridge Securities Ltd. for operating on the mainland without authorization. The regulator said it will confiscate all illegal gains from both domestic and overseas entities of the firms and impose penalties.&lt;/p&gt;&lt;p&gt;According to the CSRC statement, the firms marketed services, processed trading orders, and provided other securities offerings within mainland China without regulatory approval. The brokerages</description>
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   <title>Chinese ADRs decline amid regulatory concerns amid probes into brokers</title>
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   <description>&lt;p&gt;Investing.com -- US-listed shares of Chinese companies dropped Friday following news that China's securities regulator plans to penalize several cross-border brokerages for operating without proper licenses.&lt;/p&gt;&lt;p&gt;The China Securities Regulatory Commission announced it intends to penalize Futu Holdings Ltd., UP Fintech Holding Ltd.'s Tiger Brokers and Longbridge Securities Ltd. for operating on the mainland without authorization. The regulator said it will confiscate all illegal gains from both domestic and overseas entities of the firms and impose penalties.&lt;/p&gt;&lt;p&gt;According to the CSRC statement, the firms marketed services, processed trading orders, and provided other securities offerings within mainland China without regulatory approval. The brokerages</description>
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   <title>Chinese ADRs decline amid regulatory concerns amid probes into brokers</title>
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   <description>&lt;p&gt;Investing.com -- US-listed shares of Chinese companies dropped Friday following news that China's securities regulator plans to penalize several cross-border brokerages for operating without proper licenses.&lt;/p&gt;&lt;p&gt;The China Securities Regulatory Commission announced it intends to penalize Futu Holdings Ltd., UP Fintech Holding Ltd.'s Tiger Brokers and Longbridge Securities Ltd. for operating on the mainland without authorization. The regulator said it will confiscate all illegal gains from both domestic and overseas entities of the firms and impose penalties.&lt;/p&gt;&lt;p&gt;According to the CSRC statement, the firms marketed services, processed trading orders, and provided other securities offerings within mainland China without regulatory approval. The brokerages</description>
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   <pubDate>Fri, 22 May 2026 09:46:18 -0400</pubDate>
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   <title>Barclays: China's April Economic Data Shows Sharp Slowdown Across Key Sectors</title>
   <link>http://www.streetinsider.com/General+News/Barclays%3A+China%27s+April+Economic+Data+Shows+Sharp+Slowdown+Across+Key+Sectors/26510305.html</link>
   <description>&lt;p&gt;Investing.com -- China's economic activity slowed sharply in April, with retail sales, industrial production, and fixed-asset investment all falling below expectations at the start of the second quarter.&lt;/p&gt;&lt;p&gt;Retail sales rose just 0.2% year-over-year in April, according to Barclays analysis, missing the Bloomberg consensus forecast of 2.0% and marking one of the weakest readings since late 2022. The first-quarter average stood at 2.4%.&lt;/p&gt;&lt;p&gt;Fixed-asset investment declined 1.6% year-over-year, contrary to consensus expectations of a 1.7% increase. Infrastructure and manufacturing investment each contracted by approximately 4%, while property investment fell around 20%.&lt;/p&gt;&lt;p&gt;Industrial production growth slowed to 4.1% year-over-year, down from 6.1% in the</description>
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   <pubDate>Mon, 18 May 2026 07:44:15 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">FXI</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">MCHI</category>
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  <item>
   <title>Barclays: China's April Economic Data Shows Sharp Slowdown Across Key Sectors</title>
   <link>http://www.streetinsider.com/General+News/Barclays%3A+China%27s+April+Economic+Data+Shows+Sharp+Slowdown+Across+Key+Sectors/26510305.html</link>
   <description>&lt;p&gt;Investing.com -- China's economic activity slowed sharply in April, with retail sales, industrial production, and fixed-asset investment all falling below expectations at the start of the second quarter.&lt;/p&gt;&lt;p&gt;Retail sales rose just 0.2% year-over-year in April, according to Barclays analysis, missing the Bloomberg consensus forecast of 2.0% and marking one of the weakest readings since late 2022. The first-quarter average stood at 2.4%.&lt;/p&gt;&lt;p&gt;Fixed-asset investment declined 1.6% year-over-year, contrary to consensus expectations of a 1.7% increase. Infrastructure and manufacturing investment each contracted by approximately 4%, while property investment fell around 20%.&lt;/p&gt;&lt;p&gt;Industrial production growth slowed to 4.1% year-over-year, down from 6.1% in the</description>
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   <pubDate>Mon, 18 May 2026 07:44:15 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">FXI</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">MCHI</category>
   	  </item>
  <item>
   <title>China's April inflation data exceed forecasts on oil price surge, Barclays comments</title>
   <link>http://www.streetinsider.com/General+News/China%27s+April+inflation+data+exceed+forecasts+on+oil+price+surge%2C+Barclays+comments/26463998.html</link>
   <description>&lt;p&gt;Investing.com -- China's consumer and producer price indices rose more than expected in April, driven primarily by higher oil prices, while core inflation remained subdued, according to Barclays analysis of government data released Monday.&lt;/p&gt;&lt;p&gt;Consumer price inflation reached 1.2% year-over-year in April, up from 1.0% in March and above the Bloomberg consensus forecast of 0.9%. Producer price inflation surged to 2.8% year-over-year from 0.5% in March, significantly exceeding market expectations of 1.8% and Barclays' forecast of 1.2%.&lt;/p&gt;&lt;p&gt;On a month-over-month basis, producer prices jumped 1.7% in April, the highest level since the COVID-19 pandemic period, up from 1.0% in March. The increase</description>
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   <pubDate>Mon, 11 May 2026 05:23:39 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">MCHI</category>
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  <item>
   <title>US hyperscalers' comments and capex guidance are bullish for these Asian stocks</title>
   <link>http://www.streetinsider.com/Hot+List/US+hyperscalers%27+comments+and+capex+guidance+are+bullish+for+these+Asian+stocks/26419645.html</link>
   <description>&lt;p&gt;Following positive comments from U.S. hyperscalers over Q1 earnings as well as raised capex guidance, analysts at Morgan Stanley have reiterated Overweight ratings on the shares of several supply chain companies in Greater China, as demand remains stronger than supply.&lt;/p&gt;&lt;p&gt;The firm names Wiwynn (TPE: 6669), Unimicron (TPE: 3037), NYPCB (TPE: 8046), and Gold Circuit (TPE: 2368) as beneficiaries over the coming period.&lt;/p&gt;&lt;p&gt;“Higher capex guidance should be largely expected given higher component prices, but is a reaffirmation that hyperscalers are doing so to account for this. This should alleviate investor concerns that higher component prices would lower overall server units procurement,”</description>
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   <pubDate>Sun, 03 May 2026 15:00:00 -0400</pubDate>
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   	   	<category domain="http://rss.financialcontent.com/stocksymbol">EWT</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">GOOGL</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">MCHI</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">META</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">MSFT</category>
   	  </item>
  <item>
   <title>US hyperscalers' comments and capex guidance are bullish for these Asian stocks</title>
   <link>http://www.streetinsider.com/Hot+List/US+hyperscalers%27+comments+and+capex+guidance+are+bullish+for+these+Asian+stocks/26419645.html</link>
   <description>&lt;p&gt;Following positive comments from U.S. hyperscalers over Q1 earnings as well as raised capex guidance, analysts at Morgan Stanley have reiterated Overweight ratings on the shares of several supply chain companies in Greater China, as demand remains stronger than supply.&lt;/p&gt;&lt;p&gt;The firm names Wiwynn (TPE: 6669), Unimicron (TPE: 3037), NYPCB (TPE: 8046), and Gold Circuit (TPE: 2368) as beneficiaries over the coming period.&lt;/p&gt;&lt;p&gt;“Higher capex guidance should be largely expected given higher component prices, but is a reaffirmation that hyperscalers are doing so to account for this. This should alleviate investor concerns that higher component prices would lower overall server units procurement,”</description>
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   <pubDate>Sun, 03 May 2026 15:00:00 -0400</pubDate>
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   	   	<category domain="http://rss.financialcontent.com/stocksymbol">EWT</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">GOOGL</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">MCHI</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">META</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">MSFT</category>
   	  </item>
  <item>
   <title>US hyperscalers' comments and capex guidance are bullish for these Asian stocks</title>
   <link>http://www.streetinsider.com/Hot+List/US+hyperscalers%27+comments+and+capex+guidance+are+bullish+for+these+Asian+stocks/26419645.html</link>
   <description>&lt;p&gt;Following positive comments from U.S. hyperscalers over Q1 earnings as well as raised capex guidance, analysts at Morgan Stanley have reiterated Overweight ratings on the shares of several supply chain companies in Greater China, as demand remains stronger than supply.&lt;/p&gt;&lt;p&gt;The firm names Wiwynn (TPE: 6669), Unimicron (TPE: 3037), NYPCB (TPE: 8046), and Gold Circuit (TPE: 2368) as beneficiaries over the coming period.&lt;/p&gt;&lt;p&gt;“Higher capex guidance should be largely expected given higher component prices, but is a reaffirmation that hyperscalers are doing so to account for this. This should alleviate investor concerns that higher component prices would lower overall server units procurement,”</description>
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   <pubDate>Sun, 03 May 2026 15:00:00 -0400</pubDate>
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   	   	<category domain="http://rss.financialcontent.com/stocksymbol">EWT</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">GOOGL</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">MCHI</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">META</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">MSFT</category>
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  <item>
   <title>US hyperscalers' comments and capex guidance are bullish for these Asian stocks</title>
   <link>http://www.streetinsider.com/Hot+List/US+hyperscalers%27+comments+and+capex+guidance+are+bullish+for+these+Asian+stocks/26419645.html</link>
   <description>&lt;p&gt;Following positive comments from U.S. hyperscalers over Q1 earnings as well as raised capex guidance, analysts at Morgan Stanley have reiterated Overweight ratings on the shares of several supply chain companies in Greater China, as demand remains stronger than supply.&lt;/p&gt;&lt;p&gt;The firm names Wiwynn (TPE: 6669), Unimicron (TPE: 3037), NYPCB (TPE: 8046), and Gold Circuit (TPE: 2368) as beneficiaries over the coming period.&lt;/p&gt;&lt;p&gt;“Higher capex guidance should be largely expected given higher component prices, but is a reaffirmation that hyperscalers are doing so to account for this. This should alleviate investor concerns that higher component prices would lower overall server units procurement,”</description>
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   <pubDate>Sun, 03 May 2026 15:00:00 -0400</pubDate>
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   	   	<category domain="http://rss.financialcontent.com/stocksymbol">EWT</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">GOOGL</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">MCHI</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">META</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">MSFT</category>
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  <item>
   <title>US hyperscalers' comments and capex guidance are bullish for these Asian stocks</title>
   <link>http://www.streetinsider.com/Hot+List/US+hyperscalers%27+comments+and+capex+guidance+are+bullish+for+these+Asian+stocks/26419645.html</link>
   <description>&lt;p&gt;Following positive comments from U.S. hyperscalers over Q1 earnings as well as raised capex guidance, analysts at Morgan Stanley have reiterated Overweight ratings on the shares of several supply chain companies in Greater China, as demand remains stronger than supply.&lt;/p&gt;&lt;p&gt;The firm names Wiwynn (TPE: 6669), Unimicron (TPE: 3037), NYPCB (TPE: 8046), and Gold Circuit (TPE: 2368) as beneficiaries over the coming period.&lt;/p&gt;&lt;p&gt;“Higher capex guidance should be largely expected given higher component prices, but is a reaffirmation that hyperscalers are doing so to account for this. This should alleviate investor concerns that higher component prices would lower overall server units procurement,”</description>
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   <pubDate>Sun, 03 May 2026 15:00:00 -0400</pubDate>
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   	   	<category domain="http://rss.financialcontent.com/stocksymbol">EWT</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">GOOGL</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">MCHI</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">META</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">MSFT</category>
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  <item>
   <title>US hyperscalers' comments and capex guidance are bullish for these Asian stocks</title>
   <link>http://www.streetinsider.com/Hot+List/US+hyperscalers%27+comments+and+capex+guidance+are+bullish+for+these+Asian+stocks/26419645.html</link>
   <description>&lt;p&gt;Following positive comments from U.S. hyperscalers over Q1 earnings as well as raised capex guidance, analysts at Morgan Stanley have reiterated Overweight ratings on the shares of several supply chain companies in Greater China, as demand remains stronger than supply.&lt;/p&gt;&lt;p&gt;The firm names Wiwynn (TPE: 6669), Unimicron (TPE: 3037), NYPCB (TPE: 8046), and Gold Circuit (TPE: 2368) as beneficiaries over the coming period.&lt;/p&gt;&lt;p&gt;“Higher capex guidance should be largely expected given higher component prices, but is a reaffirmation that hyperscalers are doing so to account for this. This should alleviate investor concerns that higher component prices would lower overall server units procurement,”</description>
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   <pubDate>Sun, 03 May 2026 15:00:00 -0400</pubDate>
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  <item>
   <title>US hyperscalers' comments and capex guidance are bullish for these Asian stocks</title>
   <link>http://www.streetinsider.com/Hot+List+Pro/US+hyperscalers%27+comments+and+capex+guidance+are+bullish+for+these+Asian+stocks/26419645.html</link>
   <description>&lt;p&gt;Following positive comments from U.S. hyperscalers over Q1 earnings as well as raised capex guidance, analysts at Morgan Stanley have reiterated Overweight ratings on the shares of several supply chain companies in Greater China, as demand remains stronger than supply.&lt;/p&gt;&lt;p&gt;The firm names Wiwynn (TPE: 6669), Unimicron (TPE: 3037), NYPCB (TPE: 8046), and Gold Circuit (TPE: 2368) as beneficiaries over the coming period.&lt;/p&gt;&lt;p&gt;“Higher capex guidance should be largely expected given higher component prices, but is a reaffirmation that hyperscalers are doing so to account for this. This should alleviate investor concerns that higher component prices would lower overall server units procurement,”</description>
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   <pubDate>Sun, 03 May 2026 15:00:00 -0400</pubDate>
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   <title>US hyperscalers' comments and capex guidance are bullish for these Asian stocks</title>
   <link>http://www.streetinsider.com/Hot+List+Pro/US+hyperscalers%27+comments+and+capex+guidance+are+bullish+for+these+Asian+stocks/26419645.html</link>
   <description>&lt;p&gt;Following positive comments from U.S. hyperscalers over Q1 earnings as well as raised capex guidance, analysts at Morgan Stanley have reiterated Overweight ratings on the shares of several supply chain companies in Greater China, as demand remains stronger than supply.&lt;/p&gt;&lt;p&gt;The firm names Wiwynn (TPE: 6669), Unimicron (TPE: 3037), NYPCB (TPE: 8046), and Gold Circuit (TPE: 2368) as beneficiaries over the coming period.&lt;/p&gt;&lt;p&gt;“Higher capex guidance should be largely expected given higher component prices, but is a reaffirmation that hyperscalers are doing so to account for this. This should alleviate investor concerns that higher component prices would lower overall server units procurement,”</description>
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   <pubDate>Sun, 03 May 2026 15:00:00 -0400</pubDate>
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