Zoey Zong

Zoey Zong joined Jefferies in July 2020 with more than 3 years of equity research experience following China Energy & Petrochemicals at Bank of China International and China Utilities, Industrials and Small & Mid-Caps at Huatai International.

What I am Known For

• Equity research experience across China Internet, China Energy & Petrochemicals, China Utilities and Industrials.
• Coverage of China online brokers.
• Timely updates on industry and company changes.
• Strong modeling skills across different sectors.
• Key member of the team ranked top 3 in Institutional Investor 2023 All-Asia Research Survey (Internet category).

How I am Different

• We view recent sector rally as different from the same period last year considering the focus is on AI rather than recovery in macro-environment.
• We believe AI is still in early phase of development after DeepSeek moment in 2025.
• In 2026, AI empowerment across different sub-sectors remains a key focus.
• Catalysts are not lacking across sub-sectors in 2026.
• Alibaba/Tencent are our sector top picks in 2026.

Upcoming Corporate & Strategic Access

• Expert Events: Jef U China Expert Day: Internet (10 Nov 2025)
• Conferences: Jefferies Asia Internet Week
• Jefferies 7th Asia Forum