There is a divergence behind the rebound of Hong Kong stocks: Short selling pressure on Internet stocks has suddenly decreased, while Semiconductors have become the new target for short sellers.

① How do Brokerage firms view the short-term adjustment pressure on Hong Kong stocks? ② Why are Institutions optimistic about the medium to long-term trend of Hong Kong stocks?

cls.cn01:12 ET

China Reform Securities looks forward to the Internet opportunities in 2025: Bullish on the value reassessment of Alibaba Cloud and the reshaping of Tencent's application ecosystem.

Huachuang Securities released a Research Report stating that if the industry reshaping brought by open-source large models is similar to that of the USA in 2023, the first insight may be that cloud revenue, subscription revenue, and advertising revenue are the areas most likely to materialize in the first phase. Understanding the business model of M7 can help identify the most worthwhile investment directions in this round. The second insight may be that the investment value of weighted stocks this year will be strengthened, unlike the previous two years where the dominant logic was fully reflected. Internet giants like Alibaba (09988) and Tencent (00700) may show similar allocation value. The main points of Huachuang Securities are as follows: Review: Since 2023.

Sina Hong Kong stocks21:44 ET

Express News | Hong Kong Stocks Rise After China Announced a Series of Economic Targets for 2025 During the Two Sessions

Moomoo 24/720:50 ET

Huachuang Securities outlook for the Internet opportunities in 2025: Bullish on the value reassessment of Alibaba Cloud (09988) and the reshaping of Tencent's (00700) application ecosystem.

Bullish on open-source large models reshaping the AI ecosystem + resonance with the policy cycle.

Zhitong Finance17:43 ET

[Brokerage Focus] Pudong Development Bank International: DeepSeek drives innovation in the AI large model Industry, significantly enhancing the AI Global Strategy position of China's Technology leaders.

Jinwu Financial News |浦银 International released a Research Report stating that since late January this year, the attention to DeepSeek has rapidly increased. As a Chinese AI startup, its DeepSeek-V3 and DeepSeek-R1 models have quickly caught up with the capabilities of the world's top AI models, especially excelling in mathematics and programming. Moreover, the pricing or cost of DeepSeek's API is significantly lower than that of comparable models in terms of performance. This has positively boosted the development and innovation of the AI Industry. DeepSeek is driving investments in AI in China's primary and secondary markets.

Jingwu Financial NewsMar 4 02:42 ET

India's stock market has set a record with a 10-day continuous decline. The investment trend of foreign capital in Asia has shifted significantly: from India to China.

With foreign capital withdrawing in large amounts, the Indian stock market is facing historic consecutive declines.

Zhitong FinanceMar 4 02:09 ET