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

SpaceX

Blast off on Wall Street: record SpaceX IPO could make Musk a trillionaire

At US$135 a share, the offering will raise US$75 billion, making it the biggest market debut in history.

12 Jun 2026 - 8:23AMvideocam

Banking & finance

PBOC chief says China a haven for asset diversification in volatile world

11 Jun 2026 - 5:25PM

SCMP Highlights

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

10 Jun 2026 - 2:13PM

Artificial intelligence

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

Zhipu’s valuation now eclipses MiniMax, but looming lock-up tests may unleash volatility in Hong Kong’s AI stocks, analysts say.

9 Jun 2026 - 8:30AM

At the market close on Monday, Zhipu’s market cap stood at HK$585.8 billion, about 2.6 times higher than Minimax’s HK$159.3 billion. Photo: Shutterstock

China manufacturing

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

City government has leveraged over 220 billion yuan in state-owned capital to drive project investment in emerging industrial clusters.

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

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

Yuan banknotes are seen in this illustration picture taken on April 25, 2022. Photo: Reuters

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

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

ByteDance’s decision to introduce a paywall for its flagship chatbot Doubao saw it lose 6.1 million users and could risk the tech giant’s lead in China’s fierce artificial intelligence race, according to analysts. Photo: CFOTO/Future Publishing via Getty Images

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

People walk amid office towers in Central on January 26. Average rents for grade A offices in the Central business district grew nearly 6 per cent on a quarterly basis last quarter, while rents for premium buildings in the district surged 12 per cent, the fastest rate since the third quarter of 2010. Photo: Jelly Tse

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

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

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

China’s AI chipmakers are battling to forge a self-reliant silicon ecosystem. Photo: Shutterstock Images

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

The push in AI would likely bring EV models with conditionally autonomous driving capability, or Level 3, to market, according to Morgan Stanley. Photo: Getty Images

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

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

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

People inspect and pose with Nio’s ES9 ahead of the car’s launch event in Beijing on Wednesday. Photo: Reuters

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

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

UBS expects China’s power and car supply chain sectors to outperform. Photo: EPA

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

Hong Kong regional flag, Chinese flag and HKEX flag fly outside the Exchange Square in Central. Photo: Yik Yeung-man

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

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

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

Sun Hung Kai Properties sold all 87 units on offer at the Lime Spark project in Tsuen Wan on Saturday. Photo: Eugene Lee

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

He Xiaopeng, co-founder and CEO of Xpeng, speaks during a launch event for the GX SUV in Beijing on Wednesday. Photo: Reuters

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

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

Help preserve 120 years of quality journalism.

SUPPORT NOW

Morgan Stanley

Blast off on Wall Street: record SpaceX IPO could make Musk a trillionaire

At US$135 a share, the offering will raise US$75 billion, making it the biggest market debut in history.

PBOC chief says China a haven for asset diversification in volatile world

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

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

Zhipu’s valuation now eclipses MiniMax, but looming lock-up tests may unleash volatility in Hong Kong’s AI stocks, analysts say.

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

City government has leveraged over 220 billion yuan in state-owned capital to drive project investment in emerging industrial clusters.

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.

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