BERNSTEIN CUT TENCENT HOLDINGS TARGET PRICE TO HK$790.00 FROM HK$820.00

消息人士稱，美國總統特朗普政府預計最快於週三發佈《瓊斯法案》航運法規的豁免令。

Morgan Stanley advised selling into this week’s Asian equity rally, citing risks from surging energy prices. Brent crude nears $120–$130 per barrel, while an LNG attack in Qatar threatens exports. Analysts warn Asian markets could fall 15%-20% in an adverse scenario. The region outperformed briefly on AI optimism from Nvidia, but US stocks remain resilient, down 3.7% in March versus Asia’s 7.6% drop.