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Trending Industry Today: SENSETIME-W Leads Gains In Metaverse Stocks
DeepSeek has emerged, and Chinese Technology stocks have surged! Citibank: the market is not yet overheated.
Citigroup Analyst believes that since the beginning of the year, the QITABANKUAI in China has indeed seen an increase in congestion, primarily due to the rise of technology stocks, which has boosted overall valuations and improved market sentiment. However, if excluding the weight stock Xiaomi Group, it can be found that although the QITABANKUAI in China has a higher congestion compared to other sectors, it is still not the most congested sector, indicating that this sector has not yet overheated.
BOCOM INTL: Hong Kong stocks/Chinese concept stocks will continue to benefit from the value reassessment brought about by technological innovation.
BOCOM INTL expects stable growth in performance for sub-industries including OTA/gaming/e-commerce, while the performance of advertising/lifestyle services/entertainment companies is varied.
After the concept divergence of DeepSeek intensifies, the market may enter a volatile rotation rhythm.
Track the entire lifecycle of the main Sector.
Minsheng Securities: AI programming may be the first AI application to rise in the B-end.
AI may first disrupt its "creator" - AI programming, as a large number of enterprise-level clients will gradually deepen their use of AI programming, making it likely to become the first AI application to rise in the B-end.
How intensive is the research on Deepseek's Concept stocks by public offerings? After the holiday, research is busy, and Autos, Medical, and Consumer are also popular research directions.
① After the holiday, Institutions actively conducted research, and a DeepSeek Concept stock was researched by more than thirty Institutions; ② The Industry Chain of Autos, Medical, CSI Consumer 360 index and other fields also received research from multiple Institutions; ③ The active research by Institutions is not only to capture hot investment opportunities but also to respond to the annual report market.
