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Express News | The Hang Seng Index and Hang Seng TECH Index rise; DeepSeek-related stocks continue to climb.
The short-term differentiation of the DeepSeek Concept may continue, focusing on the rotation opportunities between high and low in AI.
Track the entire lifecycle of the main Sector.
[Brokerage Focus] BOCOM INTL: The conditions for large-scale implementation of AI+ applications may already be in place.
Jinwu Financial News | BOCOM INTL believes that the combination of WeChat, Baidu search, and DeepSeek validates the logic in determining the application side for this bank, as innovations in the DeepSeek algorithm will further accelerate the universal availability and practical application of AI. As the underlying infrastructure of AI gradually improves and investment costs become controllable, acquiring traffic on the application side becomes easier, marking that AI+applications may already have the conditions for large-scale implementation. Going forward, this bank should focus on the commercialization models of AI+applications. For the B2B side, AI monetization involves API calls to train vertical industry models, as well as implementing solutions targeted at specific industries; for the B2C side, streaming...
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.
Xi Jinping Meets Chinese Private-Sector Company Leaders: State Media
UBS Group has given TENCENT (00700) a "Buy" rating with a Target Price of 593 Hong Kong dollars.
Products under Tencent are gradually adopting DeepSeek, which can bring new profit opportunities, provide incremental traffic for content, and promote the development of WeChat AI agents.
KoolBee : interesting that Baidu was not invited
72175489 : What is the proportion of state-owned enterprises among Technology companies?
102472268 :![heart_on_fire ❤️🔥](https://static.moomoo.com/nnq/emoji/static/image/img-apple-64/2764-fe0f-200d-1f525.png)
![cn 🇨🇳](https://static.moomoo.com/nnq/emoji/static/image/img-apple-64/1f1e8-1f1f3.png)
104998465 102472268 : xjp grinning ear to ear, must be vhappy
TMW1986 : Did nio ceo invited? Lol.
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