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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.
【Brokerage Focus】Goldman Sachs: Hong Kong stocks are rising strongly, with multiple factors supporting a positive market.
According to the market summary of Hong Kong stocks released by Goldman Sachs, the Hong Kong stock market has recently shown remarkable performance, exhibiting a strong upward trend.
Hong Kong Shares Rise, Led by Tech Stocks -- Market Talk
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.
After the concept divergence of DeepSeek intensifies, the market may enter a volatile rotation rhythm.
Track the entire lifecycle of the main Sector.
What does it mean for operators to fully access DeepSeek?
① Yesterday, CHINA TELECOM and CHINA MOBILE respectively launched the intelligent computing integrated machine - DeepSeek version; ② China Galaxy believes that the cloud business of operators is expected to continue to grow, and the future proliferation of AI applications may exceed expectations; ③ Kaiyuan Securities stated that operators are likely to welcome a "profit + valuation" Davis double hit in the future.
