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@RYANHINGSHING Avatar @RYANHINGSHING Hing Shing Leung 梁興盛, CFA

Hing Shing Leung 梁興盛, CFA posts on X about china, morgan stanley, alibaba, $aep the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

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Followers: XXXXX #

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Social category influence technology brands stocks finance countries social networks cryptocurrencies

Social topic influence china, morgan stanley #295, alibaba #296, $aep #17, $ppl #9, quanta services #24, $fe #10, longterm #1190, $pwr #17, stocks

Top assets mentioned Morgan Stanley (MS) American Electric Power Company Inc (AEP) PPL Corp (PPL) Quanta Services Inc (PWR) FirstEnergy Corp. (FE) PWR Coin (PWR) Reddit, Inc. (RDDT) Alibaba Group (BABA) QUALCOMM, Inc. (QCOM) Alphabet Inc Class A (GOOGL) Metadium (META) Snap, Inc. (SNAP) Pinterest, Inc. (PINS) Microsoft Corp. (MSFT) Million (MM) HSBC Holdings PLC (HSBC) Synopsys, Inc. (SNPS) HUBSPOT, INC. (HUBS) Shopify Inc (SHOP) Simplify Macro Strategy ETF (FIG) Applovin Corporation (APP) Cream (CRM) Goldman Sachs (GS) Arcblock (ABT) Air Products & Chemicals, Inc. (APD) Hershey Co (HSY) McDonald's Corp (MCD)

Top Social Posts #

Top posts by engagements in the last XX hours

"Beneficiary of power grid upgrade: $AEP $PPL $FE: regulated utilities offer defensive long-term rate-base growth $PWR: Engineering Procurement and Construction (EPC) benefit most from the acceleration of the physical construction of the grid upgrades Any other stocks🤔"
X Link @RYANHINGSHING 2025-10-07T05:47Z 1628 followers, 1057 engagements

"Chinas exports of electric vehicles solar panels batteries and other carbon-cutting technology has been climbing for years. The amount surpassed US export of oil and gas Not Apple-to-Apple but still impressive"
X Link @RYANHINGSHING 2025-10-06T19:17Z 1624 followers, XXX engagements

"I will be going to the Wesemibay semiconductor exhibition in Shenzhen tomorrow. Feel free to reach out🤔 🤔 Invitation code. use wechat to scan the qrcode to complete registration👇"
X Link @RYANHINGSHING 2025-10-15T11:25Z 1626 followers, XXX engagements

"Morgan Stanley: OpenAI's Sora Poses Potential Disruption Risk to the Industry -faces significant challenges in disrupting giants like Google $GOOGL and Meta $META -it may pose a more direct risk to smaller players such as $SNAP $PINS and $RDDT This is obvious🤔"
X Link @RYANHINGSHING 2025-10-11T18:07Z 1624 followers, 9398 engagements

"Wingtech Technology's XXXX Billion Yuan revenue Semiconductor Assets( Nexperia ) Frozen by the Dutch Government"
X Link @RYANHINGSHING 2025-10-12T08:24Z 1626 followers, 50.1K engagements

"Now Oracle's Magouyrk has stated explicitly that negative gross margin only occurs in the ramp-up period where costs(like depreciation) are incurred early in the contract term before full revenue realization. Misinformation please learn basic accounting🤣 @theinformation"
X Link @RYANHINGSHING 2025-10-17T08:03Z 1626 followers, 1788 engagements

"Try to explain $GDS thesis 1) A stable operating data center C-REIT who has received $BABA long-term contract worth 16.9xEV/EBITDA. China Investors are satisfied with XXX% cap rate/dividend rate vs XXX% bond yield"
X Link @RYANHINGSHING 2025-09-27T15:43Z 1626 followers, 2005 engagements

"Chinas Ministry of Commerce started issuing documents using WPS instead of Microsoft Word🤣 On October 9th the Ministry of Commerce issued Announcement No. XX of 2025 implementing export controls on certain overseas rare earth-related items containing Chinese components"
X Link @RYANHINGSHING 2025-10-12T06:24Z 1611 followers, 17.8K engagements

"Bloomberg: TSMC-manufactured logic dies and Samsung/SK Hynix-manufactured HBM dies were found in X different samples of Ascend 910C🤔"
X Link @RYANHINGSHING 2025-10-03T10:38Z 1627 followers, 9839 engagements

"I was expecting Tongcheng outperforming $TCOM as people are taking Low-cost trip but I was wrong🤔"
X Link @RYANHINGSHING 2025-10-09T12:40Z 1623 followers, 1142 engagements

"On 2/10/2025 Morgan Staney's Laura Wang: We are still relatively optimistic about China equity🤔 On 30/9/2025 MS: not be sustainable. China should be 11x fwd (vs 13x today)🤔 On 9/8/2025 MS: cautious on China equity market🤔 MS's opinion is as volatile as the market🤔"
X Link @RYANHINGSHING 2025-10-02T09:09Z 1624 followers, 3679 engagements

"The State Administration for Market Regulation has decided to initiate an investigation into Qualcomm for suspected violations of antitrust laws. 🤣🤣 $QCOM"
X Link @RYANHINGSHING 2025-10-10T09:03Z 1628 followers, 23.6K engagements

"@Jukanlosreve President Lee Jae Myung: "position of security with the US and economy with China" policy is not realistic anymore🤔 He implies Korea must choose one side and the best choice is 🤔"
X Link @RYANHINGSHING 2025-10-14T05:01Z 1619 followers, 2024 engagements

"There is a rumour that Alibaba and Hygon will establish a 50/50 joint venture to build a large cluster of 110000 GPU. I dont think its credible as Alibaba is adopting a diversified 'one cloud multiple chip' strategy🤔 We will know the answer in X days🤔 $BABA"
X Link @RYANHINGSHING 2025-09-22T15:19Z 1623 followers, 5677 engagements

"US economy faces private credit risk🤔 JP Morgan warns that private credit's low default rates may mask underlying stress as flexibility is extended to struggling borrowers which could be a precursor to wider trouble for already risky companies if the economy worsens"
X Link @RYANHINGSHING 2025-10-11T11:06Z 1624 followers, XXX engagements

"@Jukanlosreve Exposing Huawei is using TSMC Samsung and SK Hynix dies🫡"
X Link @RYANHINGSHING 2025-10-09T09:45Z 1623 followers, 1547 engagements

"Chinas Ministry of Commerce on the trade war/tariff war: If US want to fight we will fight it to the end; if they want to talk the door is always open. Then use 1000 words explaining the advantage of cooperation and importance of negotiation and US should negotiate😂"
X Link @RYANHINGSHING 2025-10-14T03:05Z 1626 followers, 4660 engagements

"GB200 + GB300 racks + Rubin CPX GPU Lets all in kuaishou"
X Link @RYANHINGSHING 2025-09-09T16:27Z 1624 followers, XXX engagements

"Intel 18As defect density. Yield is pretty good now🫡 Poisson process is all you need🫡"
X Link @RYANHINGSHING 2025-10-12T03:20Z 1604 followers, 15.1K engagements

"$BILI Goldmen Sachs: The market underestimated the Chinese video platform's operating leverage. Advertisement revenue is growing quickly. AI is improving the user experience. Raise TP to $XX. Seems cheap🤔"
X Link @RYANHINGSHING 2025-10-10T17:01Z 1625 followers, XXX engagements

"Morgan Stanley: American Electric Power $AEP PPL Corporation $PPL JPM: $PPL GS: Quanta Services $PWR FirstEnergy $FE 🤔"
X Link @RYANHINGSHING 2025-10-07T05:34Z 1627 followers, 2050 engagements

"Whats happening to Huahong Semi P/B 2.85x PE TTM 570x Time to short🤔🤔🤔🤔"
X Link @RYANHINGSHING 2025-09-30T03:51Z 1624 followers, 2493 engagements

"DCU major customers are Baidu Alibaba and Tencent Finance telecommunications and energy companies are purchasing lots of CPU and DPU recently. Notably China Industrial and Commercial Bank is purchasing its servers for RMB 3B in 2025🤔"
X Link @RYANHINGSHING 2025-10-15T12:25Z 1627 followers, 1403 engagements

"HSBC proposed privatizing Hang Seng Bank. The transaction was valued at HK$290.74 billion. The privaization is actually a vote of confidence in HK as an international financial center as hundreds of billions of dollars is a significant investment. But he could be wrong🤔"
X Link @RYANHINGSHING 2025-10-11T07:07Z 1623 followers, XXX engagements

"$KC AIs driving Kingsoft cloud very quickly: AI revenue reached RMB 730M +120% yoy driving KC revenue hitting RMB 2.35B +24.2% yoy with its share of public cloud revenue climbing to 45%🤔 But seems that Chinese cloud providers experienced a decline in profitability in Q2🤔"
X Link @RYANHINGSHING 2025-08-20T14:12Z 1606 followers, XXX engagements

"@folduniverse I could buy instead🤣 I hope that they are not doing fraud🤣"
X Link @RYANHINGSHING 2025-10-11T13:46Z 1623 followers, XX engagements

"@humphilomath @JRUrbaneNetwork I dont think it makes economic sense. The demand for housing in HK is weak and HK developers are now struggling. Even a famous MTR guy questioned and criticised that the govs estimate for demand is over-optimistic"
X Link @RYANHINGSHING 2025-10-12T08:14Z 1604 followers, XXX engagements

"@pandawatch88 Any concrete reason for seeing US sanctions coming for Alibaba And how to do it🤔"
X Link @RYANHINGSHING 2025-09-30T12:07Z 1623 followers, XXX engagements

"OpenAI developed some insights about how a chip should look like to satisfy its model-specific requirements no intention to enter the EDA territory as the technological barrier of entering EDA is sky-high. In contrast openAI will use EDA and a lot of IPs from $SNPS and $CNDS"
X Link @RYANHINGSHING 2025-10-14T04:04Z 1623 followers, 1481 engagements

"Everbright Securities Internationals recommended AI application stocks: Advertising and Precision Marketing: $APP $CRM $HUBS AI + E-commerce: $SHOP AI + Multimedia: $FIG $RDDT HK: Kuaishou Meitu Kingdee Marketingforce 4Paradigm. Seems that HUBS is really cheap🤔"
X Link @RYANHINGSHING 2025-10-09T17:28Z 1627 followers, XXX engagements

"Goldman Sachs conviction list $ABT $APD $HSY $MSGE Goldman Sachs believes that Abbott is at an inflection point driven by its product pipeline. revenue +8% EPS +10%. $MCD McDonald is also on the list🤔"
X Link @RYANHINGSHING 2025-10-09T18:07Z 1624 followers, XXX engagements

"@folduniverse $BILI and Xigua(owned by Bytedance)"
X Link @RYANHINGSHING 2025-10-11T13:39Z 1604 followers, XX engagements

"During the Golden Week holiday China's average daily spending per tourist fell XX% year-on-year to XXXXX yuan. Everyone wants to travel but not spend money🤔 $TCOM"
X Link @RYANHINGSHING 2025-10-09T12:00Z 1624 followers, 12.7K engagements

"Shenzhen semiconductor equipment company SiCarrier currently has an order backlog exceeding XX billion RMB. Its clients include fabs such as PXW semi SMIC Hua Hong Group and YMTC🤔"
X Link @RYANHINGSHING 2025-09-05T04:44Z 1624 followers, 12.4K engagements

"Chinas Caixin has revealed the US-TikTok deal ByteDance Tiktok: XXX% ownership of TikTok US. licenses IP to TikTok USDS TikTok USDS: operate Tiktok US. Control US Data. Revenue Sharing: Between US investors & XXXX% ByteDance. Therefore US investors are operators not owners"
X Link @RYANHINGSHING 2025-09-26T14:33Z 1628 followers, 245.5K engagements

"China Bay Area semi exhibition 15-17th Oct. Exhibitors include ASMLAMATLam ResearchTELKLADISCOMerckNikonKESCREEN See you at the exhibition🫡"
X Link @RYANHINGSHING 2025-10-12T15:46Z 1627 followers, 6727 engagements

"At the same time China's SAMR just introduced the Qualcomm's illegal Autotalks acquisition. $QCOM admitted that the acquisition occurred without declaration or communication with the regulator after a complaint was filed and verified. Escalation😎"
X Link @RYANHINGSHING 2025-10-12T08:39Z 1626 followers, 9771 engagements