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

Hong Kong stocks fluctuating | Telecom operators collectively surged, China United Network Communications (00762) once rose more than 12%. IDC and Cloud Computing Business bring a revaluation of value for operators.

Telecom operators have collectively surged. As of the time of this report, China United Network Communications (00762) rose by 8.86% to 8.97 HKD; CHINA TELECOM (00728) increased by 5.27% to 6.19 HKD; CHINA MOBILE (00941) went up by 1.69% to 81.25 HKD.

Zhitong FinanceFeb 16 20:40 ET

Hong Kong stock Concept tracking | The three major operators have successively announced the launch of DeepSeek Cloud Computing, with the overseas mapping valuation logic fully restored (including Concept stocks).

Domestic AI ecosystem investment opportunities are expected to flourish everywhere, and the valuation mapping logic of Cloud Computing is being fully repaired.

Zhitong FinanceFeb 16 20:34 ET

China Securities Co.,Ltd.: Cloud factory capex continues to grow significantly; pay attention to Deepseek computing power services and edge computing.

Recently, the three major operators, CHINA TELECOM, China United Network Communications, and CHINA MOBILE, announced the launch of DeepSeek.

Zhitong FinanceFeb 15 07:30 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