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

Pedestrians cross a street next to an electronic sign board showing the Hang Seng Index in Hong Kong on June 12, 2026. Photo: AFP

Hong Kong stock market

Hong Kong stocks retreat as regional tech volatility offsets short covering

Zhipu AI bucked the downward trend to surge over 11 per cent as volatility surrounding its recent IPO share unlocking began to ease.

9 Jul 2026 - 5:30PM

China’s private sector

China’s biotech boom: RAS-targeted drugs challenge US dominance

8 Jul 2026 - 2:00PM

US-China relations

Why China and the US are too entangled for a clean financial break

7 Jul 2026 - 6:00AM

Autonomous vehicles

China’s lower tech costs poised to accelerate global robotaxi market: Morgan Stanley

The cost of parts per vehicle for Chinese-made robotaxis was expected to drop to between US$35,000 and US$40,000 in 2027.

6 Jul 2026 - 6:30PM

A Pony.ai robotaxi on the road in Shanghai. Photo: Handout

China’s private sector

China’s carmakers are rewriting Europe’s auto hierarchy

But the rapid gains could slow if the EU widens tariffs on plug-in hybrid electric vehicles, analysts said.

6 Jul 2026 - 7:30AMvideocam

Banking & finance

‘Big Short’ 2.0? US hedge fund manager warns of a global AI bubble

China’s AI stocks entered the second half of 2026 with improving earnings momentum, but scepticism about the sector is increasing.

3 Jul 2026 - 8:00AM

Electric & new energy vehicles

Will slowing car sales in China reignite brutal price war in crowded market?

Global consultancy AlixPartners delivers most bearish forecast for Chinese carmakers’ fortunes this year.

1 Jul 2026 - 10:45AM

People check out BYD electric cars in Yantai, Shandong province, in April last year. Photo:

Robotics

UBTech launches lifelike humanoid robots built for companionship in China

The unveiling of model U1, which has silicone skin and emotional AI, reflects tech firms’ drive to expand robotics beyond industrial use.

1 Jul 2026 - 3:32PMvideocam

Robotics

Now hiring: Nvidia’s robotics team ramps up its China talent hunt

The US chip giant says it is recruiting for more than a dozen roles as it looks to move robots from research labs to real-world deployment.

30 Jun 2026 - 9:30PM

China’s private sector

Hong Kong draws royalties giant as mainland China biotech licensing heats up

Royalty financing offers new cash source as global investors pursue Chinese drug breakthroughs despite US pressure, Royalty Pharma says.

30 Jun 2026 - 11:00AM

Royalty Pharma is scouting the Asia-Pacific region for innovative biotechnology start-ups with late-stage pharmaceutical pipelines. Photo: Shutterstock

ByteDance

Exclusive | ByteDance targets early next year for next-generation CPU: sources

To accelerate development and help secure foundry capacity, ByteDance is collaborating with US chipmaker Qualcomm.

29 Jun 2026 - 8:00PM

ByteDance is seeking wider deployment of its self-developed hardware across its own AI infrastructure. Photo: NurPhoto via Getty Images

China stock market

Why brokers believe China’s AI-driven stock run will find fresh legs

Domestic and global banks put markers down on equity growth based on stronger earnings, exposure to energy transition.

29 Jun 2026 - 8:00AM

Banking & finance

Hong Kong’s IPO Connect push: why investors see it as the next frontier

Calls grow to further expand Hong Kong’s connect scheme with mainland China markets amid drive for deeper capital flows.

26 Jun 2026 - 7:00AM

Robotics

China’s robot rush: Morgan Stanley raises 2026 forecast to 50,000 units

China’s humanoid robot industry is scaling faster than expected, with Xpeng, Unitree and others accelerating mass production.

24 Jun 2026 - 6:30PM

A staff member demonstrates a humanoid robot at the Lens Technology booth during the China International Supply Chain Expo in Beijing on June 22, 2026. Photo: Reuters

Hong Kong stock market

Hong Kong stocks rebound from choppy trading triggered by turmoil in US

Hang Seng Index bounces back after overnight plunge in Nasdaq-100 on concerns about frothy tech valuations.

24 Jun 2026 - 4:53PM

United States

SpaceX bankers prepare for potential US$20 billion bond offering, sources say

The offering ⁠would mark the first time the rockets-to-AI company has issued investment-grade dollar ‌bonds.

19 Jun 2026 - 3:41AM

United States

Fox to buy Roku for US$22 billion to fuel streaming push

The deal gives Fox access to the more than 100 million households using Roku’s streaming platform.

16 Jun 2026 - 11:17AM

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

A new version of the SpaceX Starship rocket launching from Starbase in Texas in May. Photo: dpa

Banking & finance

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

Pan Gongsheng tells representatives from about 30 central banks around the world that opening-up measures are working.

11 Jun 2026 - 5:25PM

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

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

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

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Morgan Stanley

Hong Kong stocks retreat as regional tech volatility offsets short covering

Zhipu AI bucked the downward trend to surge over 11 per cent as volatility surrounding its recent IPO share unlocking began to ease.

China’s biotech boom: RAS-targeted drugs challenge US dominance

Why China and the US are too entangled for a clean financial break

China’s lower tech costs poised to accelerate global robotaxi market: Morgan Stanley

The cost of parts per vehicle for Chinese-made robotaxis was expected to drop to between US$35,000 and US$40,000 in 2027.

China’s carmakers are rewriting Europe’s auto hierarchy

But the rapid gains could slow if the EU widens tariffs on plug-in hybrid electric vehicles, analysts said.

‘Big Short’ 2.0? US hedge fund manager warns of a global AI bubble

China’s AI stocks entered the second half of 2026 with improving earnings momentum, but scepticism about the sector is increasing.

Will slowing car sales in China reignite brutal price war in crowded market?

Global consultancy AlixPartners delivers most bearish forecast for Chinese carmakers’ fortunes this year.

UBTech launches lifelike humanoid robots built for companionship in China

The unveiling of model U1, which has silicone skin and emotional AI, reflects tech firms’ drive to expand robotics beyond industrial use.

Now hiring: Nvidia’s robotics team ramps up its China talent hunt

The US chip giant says it is recruiting for more than a dozen roles as it looks to move robots from research labs to real-world deployment.

Hong Kong draws royalties giant as mainland China biotech licensing heats up

Royalty financing offers new cash source as global investors pursue Chinese drug breakthroughs despite US pressure, Royalty Pharma says.

.css-1f6sr3w{color:#727272;}Exclusive | ByteDance targets early next year for next-generation CPU: sources

To accelerate development and help secure foundry capacity, ByteDance is collaborating with US chipmaker Qualcomm.

Why brokers believe China’s AI-driven stock run will find fresh legs

Domestic and global banks put markers down on equity growth based on stronger earnings, exposure to energy transition.

Hong Kong’s IPO Connect push: why investors see it as the next frontier

Calls grow to further expand Hong Kong’s connect scheme with mainland China markets amid drive for deeper capital flows.

China’s robot rush: Morgan Stanley raises 2026 forecast to 50,000 units

China’s humanoid robot industry is scaling faster than expected, with Xpeng, Unitree and others accelerating mass production.

Hong Kong stocks rebound from choppy trading triggered by turmoil in US

Hang Seng Index bounces back after overnight plunge in Nasdaq-100 on concerns about frothy tech valuations.

SpaceX bankers prepare for potential US$20 billion bond offering, sources say

The offering ⁠would mark the first time the rockets-to-AI company has issued investment-grade dollar ‌bonds.

Fox to buy Roku for US$22 billion to fuel streaming push

The deal gives Fox access to the more than 100 million households using Roku’s streaming platform.

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

Pan Gongsheng tells representatives from about 30 central banks around the world that opening-up measures are working.

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

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.

Exclusive | ByteDance targets early next year for next-generation CPU: sources

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