DeepSeek accelerates asset revaluation! Hedge funds flee India and flow into China.

In the past month, the total market value of the stock markets in and outside China has increased by more than 1.3 trillion USD, while the market value in India has shrunk by more than 720 billion USD during the same period. Hedge funds are buying Chinese stocks at the fastest pace in months, and the MSCI Chinese Index is expected to outperform the MSCI Indian Index for the third consecutive month, setting the record for the longest consecutive gains in two years.

wallstreetcnFeb 17 05:03 ET

CICC: The open-source "DeepSeek-R1" is expected to drive rapid growth in computing power demand, with attention on CHINA TELECOM (00728) and others.

In the context of open source, the bank expects more enterprises to be compatible with the DeepSeek series models, driving rapid growth in AI computing power demand.

Zhitong FinanceFeb 17 04:07 ET

Deppon Securities: ERP as an entry point for enterprise services may lead the way for DeepSeek's private deployment.

DeepSeek lowers the barrier to AI application development and promotes AI equality, which is expected to accelerate the implementation of Agents. As an important entry point for enterprise services, ERP gathers core data from both inside and outside the organization, making it scarce in the process of Agent implementation.

Zhitong FinanceFeb 17 02:45 ET

Why Investors Shouldn't Be Surprised By Chinasoft International Limited's (HKG:354) 27% Share Price Surge

Simply Wall StFeb 16 19:18 ET

CICC: How do open-source AI models affect the Cloud Computing Service market?

Different participants in the Cloud Computing market have different opportunities in the wave of AI.

Zhitong FinanceFeb 14 02:30 ET

Trending Industry Today: KINGDEE INT'L Leads Gains In Cloud Computing Stocks

Moomoo NewsFeb 14 01:20 ET