TOPIC

/ company

Morgan Stanley

The latest news, analysis and opinion on Morgan Stanley. In-depth analysis, industry insights and expert opinion.

Chairman / President

James P. Gorman

CEO / Managing Director

Ted Pick

CFO / Finance Director

Sharon Yeshaya

Industry

Financial services

Website

morganstanley.com

Headquarters address

1585 Broadway, New York, NY 10036, United States

Stock Code

NYSE:MS

Year founded

1935

Shaping up: Chinese EV manufacturers including BYD and Xpeng are now accelerating plans to mass-produce humanoid robots. Photo: Kyodo

SCMP Highlights

BYD launches ‘God’s Eye’; CATL’s bid to boost battery dominance: 7 EV reads

From Tesla sales surging in China to BYD and Chery charting their overseas growth, here are seven EV stories you may have missed.

10 Jun 2026 - 2:13PM

Artificial intelligence

Zhipu vs MiniMax: what’s driving the widening valuation gap in Hong Kong

9 Jun 2026 - 8:30AM

China manufacturing

How China’s ‘Hefei model’ spawned a chipmaker’s multibillion-dollar IPO plan

9 Jun 2026 - 4:23PMvideocam

Hong Kong stock market

Hong Kong tech gauge welcomes MiniMax, Zhipu in AI milestone amid slump

Analysts say substantial passive inflows may follow the inclusion of MiniMax and Zhipu, though looming lock-up expiries risk diluting gains.

8 Jun 2026 - 10:13PM

Morgan Stanley projected that had MiniMax and Zhipu been included in the Hang Seng Tech Index at the time of their IPOs, replacing the benchmark’s two smallest constituents, the index’s year-to-date return would have been about 5 percentage points higher. Photo: Shutterstock

Banking & finance

Panda bond boom: why China is seeing a rush of global borrowers

Beijing’s looser monetary policy, a wider bond market opening and expanding yuan internationalisation are helping drive the trend, analysts say.

8 Jun 2026 - 5:24PM

China’s private sector

With AI able to predict disease, can we treat ageing like a ‘bug’ in the system?

AI is transforming longevity as companies like METiS TechBio and Human Longevity use algorithms to combat ageing and predict health risks.

6 Jun 2026 - 8:17AM

Hong Kong stock market

Is Hong Kong losing its tech edge to the mainland’s AI boom?

Chinese investors are shifting from Hong Kong to mainland stocks, driven by AI opportunities and better returns.

5 Jun 2026 - 7:00AM

Exchange Square in Central, headquarters of Hong Kong's stock exchange. Photo: Jelly Tse

Artificial intelligence

ByteDance thinks its Doubao AI is worth paying for. Are China’s users buying it?

The tech giant’s paywall gamble may have backfired after teasing its paid-subscription options for flagship chatbot Doubao saw users bolt.

4 Jun 2026 - 1:16PMvideocam

China property

The View | Green shoots in Hong Kong, mainland China property markets deserve attention

Geopolitical forces, policy support, attractive rents and lower interest rates have combined to improve the outlook for both markets.

1 Jun 2026 - 6:17PMvideocam

Robotics

Unitree clears Shanghai IPO hurdle as China’s humanoid robot wave gathers pace

Listing plan highlights Unitree’s push to invest more in robot ‘brains’ as it joins competitors in China’s humanoid rush.

1 Jun 2026 - 5:17PM

A Unitree robot works in a hardware store in Pocking, Germany. The robot operates in supervised mode and its goal, according to the store operator, is to support employees, not replace them. Photo: EPA

Robotics

World of humanoid robots set for new blueprint as Nvidia teams with Asian firms

The tech trio team up to create a state-of-the-art robot reference design allowing researchers to build, fine-tune and deploy skills faster.

1 Jun 2026 - 3:17PMvideocam

Unitree robots perform dance moves at Global Sources Hong Kong Shows at AsiaWorld-Expo in Chek Lap Kok. The exhibition showcases the newest technologies in mobile accessories and AI-powered consumer electronics. Photo: Eugene Lee

Semiconductors

How US export curbs are forcing China to redesign its AI chip industry

China’s tech giants are pursuing ASICs, a type of custom chip, over generic GPUs dominated by American giants like Nvidia.

1 Jun 2026 - 10:00AM

Electric & new energy vehicles

AI could redefine China’s EV market: Morgan Stanley

Carmakers redirect resources to autonomous driving upgrades, hoping AI can deliver growth beyond subsidy-driven sales.

1 Jun 2026 - 7:00AMvideocam

China consumption

More Chinese provinces and cities add holidays in bid to spur consumption

Central government has added 5 days of public holidays this year, and local administrations are extending spring and autumn school breaks.

30 May 2026 - 4:00PM

People crowd a walkway and bridge over West Lake in Hangzhou, Zhejiang province, on May 3 during the five-day Labour Day holiday. Photo: AFP

Semiconductors

Is Huawei’s new chip scaling law a true breakthrough, or mere hype?

Company says 3D design can deliver world-beating chips without the best chipmaking gear, rewriting the playbook for China’s tech future.

30 May 2026 - 11:00AM

People visit the exhibition area of Huawei at the 10th China-Russia Expo in Harbin, in northeast China’s Heilongjiang Province, on May 19. Photo: Xinhua

Electric & new energy vehicles

Premium plan: China’s EV makers pin hopes on higher-margin models

New models from carmakers including Nio and Seres also challenge Tesla’s bestselling Model Y and cars from luxury German marques.

29 May 2026 - 7:00AM

Artificial intelligence

US banks roll out American AI in Hong Kong despite geopolitical tensions

US AI companies have restricted access for users in Hong Kong and mainland China, forcing banks to navigate a compliance minefield.

28 May 2026 - 2:06PM

Hong Kong property

Hong Kong home prices reach 30-month high, while rents set another record

Analysts expect home prices in both primary, secondary markets to continue increasing this year as the city’s real estate recovers.

27 May 2026 - 10:18PM

The skyline of Hong Kong viewed from Victoria Peak. Photo: Eugene Lee

Banking & finance

Tech edge to boost Chinese firms’ overseas revenues to record high: UBS

Carmaking, power supply chains at forefront of China’s go-global expansion, driven by rising technological competitiveness, Swiss bank says.

26 May 2026 - 9:50PM

Hong Kong stock market

Hang Seng Index review to boost market capitalisation by 4.5%: analysts

Tencent, BeOne Medicines, Baidu and NetEase may lure fund inflows between US$200 million and US$1 billion, due to index weighting changes.

25 May 2026 - 4:03PMvideocam

China consumption

China sales hold up as European luxury brands warn of Iran war impact

While LVMH, Hermes and Prada recorded increased sales in Chinese market, Kering reported a decline.

25 May 2026 - 3:00PM

A Labubu toy hangs from a bidder’s Hermes bag at an auction by Yongle International Auction in Beijing in June last year. Photo: Reuters

Asean

Shock absorber: will Asean’s power grid be up to the task by 2045?

With only eight of 18 links built and a 100-terawatt demand surge looming, analysts say the blueprint may need an overhaul for the AI age.

25 May 2026 - 8:00AM

The sun sets behind power lines in San Fernando town, Pampanga province, the Philippines, last month. Photo: AFP

Banking & finance

SHKP sells out latest flats in Tsuen Wan as Hong Kong market continues recovery

Centaline attributes the positive mood to improving China-US relations, solid economic data and policies that encourage talent inflow.

23 May 2026 - 5:45PM

Electric & new energy vehicles

Does Xpeng’s 33% cut on 6-seat SUV portend a new price war?

The slashed price on the GX model ‘surprised the market’ in a segment carmakers have high hopes for amid slumping EV sales.

21 May 2026 - 5:12PM

Yuan

As the world retreats from US Treasuries, will the sell-off deepen?

China is one of several nations trimming their exposure to US debt, as inflation drives Treasury yields to levels not seen since 2007.

19 May 2026 - 10:00PMvideocam

Kevin Warsh was confirmed as the next chairman of the US Federal Reserve earlier this month. Photo: Reuters

Yuan

China joins global sell-off of US Treasuries in March as Iran war prompts panic

Seven of the top 10 foreign holders cut their exposure to US government debt, led by Japan, which offloaded US$47.7 billion.

19 May 2026 - 9:19AM

Mainland Chinese investors are among seven of the top 10 foreign holders to cut their exposure to US government debt, triggered by uncertainty around the war in Iran. Photo: AFP

Hong Kong property

Hong Kong property upswing poised to hold despite interest rates risk: Moody’s

Lower mortgage rates, surging rents and demand from talent inflows and buyers from mainland China to sustain recovery, agency says.

19 May 2026 - 7:00AM

Hong Kong property

Mainland Chinese demand for Hong Kong homes grows on yuan gains and rising rents

Purchases climb to a two-year high in April as mainland Chinese buyers pile into new launches, drawn by rental yields and yuan’s strength.

18 May 2026 - 8:30AM

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Morgan Stanley

BYD launches ‘God’s Eye’; CATL’s bid to boost battery dominance: 7 EV reads

From Tesla sales surging in China to BYD and Chery charting their overseas growth, here are seven EV stories you may have missed.

Zhipu vs MiniMax: what’s driving the widening valuation gap in Hong Kong

How China’s ‘Hefei model’ spawned a chipmaker’s multibillion-dollar IPO plan

Hong Kong tech gauge welcomes MiniMax, Zhipu in AI milestone amid slump

Analysts say substantial passive inflows may follow the inclusion of MiniMax and Zhipu, though looming lock-up expiries risk diluting gains.

Panda bond boom: why China is seeing a rush of global borrowers

Beijing’s looser monetary policy, a wider bond market opening and expanding yuan internationalisation are helping drive the trend, analysts say.

With AI able to predict disease, can we treat ageing like a ‘bug’ in the system?

AI is transforming longevity as companies like METiS TechBio and Human Longevity use algorithms to combat ageing and predict health risks.

Is Hong Kong losing its tech edge to the mainland’s AI boom?

Chinese investors are shifting from Hong Kong to mainland stocks, driven by AI opportunities and better returns.

ByteDance thinks its Doubao AI is worth paying for. Are China’s users buying it?

The tech giant’s paywall gamble may have backfired after teasing its paid-subscription options for flagship chatbot Doubao saw users bolt.

.css-1pcrwvc{color:#2aa191;}The View | Green shoots in Hong Kong, mainland China property markets deserve attention

Geopolitical forces, policy support, attractive rents and lower interest rates have combined to improve the outlook for both markets.

Unitree clears Shanghai IPO hurdle as China’s humanoid robot wave gathers pace

Listing plan highlights Unitree’s push to invest more in robot ‘brains’ as it joins competitors in China’s humanoid rush.

World of humanoid robots set for new blueprint as Nvidia teams with Asian firms

The tech trio team up to create a state-of-the-art robot reference design allowing researchers to build, fine-tune and deploy skills faster.

How US export curbs are forcing China to redesign its AI chip industry

China’s tech giants are pursuing ASICs, a type of custom chip, over generic GPUs dominated by American giants like Nvidia.

AI could redefine China’s EV market: Morgan Stanley

Carmakers redirect resources to autonomous driving upgrades, hoping AI can deliver growth beyond subsidy-driven sales.

More Chinese provinces and cities add holidays in bid to spur consumption

Central government has added 5 days of public holidays this year, and local administrations are extending spring and autumn school breaks.

Is Huawei’s new chip scaling law a true breakthrough, or mere hype?

Company says 3D design can deliver world-beating chips without the best chipmaking gear, rewriting the playbook for China’s tech future.

Premium plan: China’s EV makers pin hopes on higher-margin models

New models from carmakers including Nio and Seres also challenge Tesla’s bestselling Model Y and cars from luxury German marques.

US banks roll out American AI in Hong Kong despite geopolitical tensions

US AI companies have restricted access for users in Hong Kong and mainland China, forcing banks to navigate a compliance minefield.

Hong Kong home prices reach 30-month high, while rents set another record

Analysts expect home prices in both primary, secondary markets to continue increasing this year as the city’s real estate recovers.

Tech edge to boost Chinese firms’ overseas revenues to record high: UBS

Carmaking, power supply chains at forefront of China’s go-global expansion, driven by rising technological competitiveness, Swiss bank says.

Hang Seng Index review to boost market capitalisation by 4.5%: analysts

Tencent, BeOne Medicines, Baidu and NetEase may lure fund inflows between US$200 million and US$1 billion, due to index weighting changes.

China sales hold up as European luxury brands warn of Iran war impact

While LVMH, Hermes and Prada recorded increased sales in Chinese market, Kering reported a decline.

Shock absorber: will Asean’s power grid be up to the task by 2045?

With only eight of 18 links built and a 100-terawatt demand surge looming, analysts say the blueprint may need an overhaul for the AI age.

SHKP sells out latest flats in Tsuen Wan as Hong Kong market continues recovery

Centaline attributes the positive mood to improving China-US relations, solid economic data and policies that encourage talent inflow.

Does Xpeng’s 33% cut on 6-seat SUV portend a new price war?

The slashed price on the GX model ‘surprised the market’ in a segment carmakers have high hopes for amid slumping EV sales.

As the world retreats from US Treasuries, will the sell-off deepen?

China is one of several nations trimming their exposure to US debt, as inflation drives Treasury yields to levels not seen since 2007.

China joins global sell-off of US Treasuries in March as Iran war prompts panic

Seven of the top 10 foreign holders cut their exposure to US government debt, led by Japan, which offloaded US$47.7 billion.

Hong Kong property upswing poised to hold despite interest rates risk: Moody’s

Lower mortgage rates, surging rents and demand from talent inflows and buyers from mainland China to sustain recovery, agency says.

Mainland Chinese demand for Hong Kong homes grows on yuan gains and rising rents

Purchases climb to a two-year high in April as mainland Chinese buyers pile into new launches, drawn by rental yields and yuan’s strength.

The View | Green shoots in Hong Kong, mainland China property markets deserve attention