A potential earnings beat by Contemporary Amperex Technology Co. Ltd. next week
could drive a short squeeze, with short interest in its Hong Kong shares near
post-listing highs. The stock has risen 27% since the Iran war began, supported
by strong prior results, with earnings due April 15. Morgan Stanley said the
company “sits at the intersection of structural energy themes.” Jefferies
Financial Group Inc. called it the “TSMC of electrification,” while Edmond de
Rothschild Asset Management’s Bing Yuan cited “exceptional margin resilience.”
