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Hong Kong stocks moved | KUAISHOU-W (01024) rose over 3% in early trading as Institutions are Bullish on the potential of AI to significantly boost the supply of advertising content.
KUAISHOU-W (01024) rose over 3% in the morning session, as of the time of writing, it rose 3.65%, priced at 65.4 Hong Kong dollars, with a turnover of 2.218 billion Hong Kong dollars.
[Brokerage Focus] Huaan maintains a "Buy" rating on Kuaishou (01024), indicating that the application space for Keglin AI in the advertising demand sector is extensive.
Jinwu Finance | Huaan's research report indicates that in November 2024, Kuaishou (01024) launched the "Keling AI" independent app on the App Store, further deepening its AI layout on mobile platforms. From a product perspective, the Keling series product matrix is gradually improving, including the app, web version, mini program, and overseas version. On March 7, 2025, Andreessen Horowitz released the global ranking of the top 100 generative AI consumer applications for 2025, in which Kuaishou's Keling ranked 20th, surpassing Sora and Midjourney.
East Asian Securities: The valuation of Hong Kong Technology stocks still has room for revaluation, raising the Target Price for the Hang Seng Index to 26,000 points.
According to Zhitong Finance APP, Hong Kong stocks have recently significantly outperformed A-shares. Regarding the large gap in the performance of the two, Chan Wai Chung, senior investment strategist at East Asia Securities, pointed out that Hong Kong stocks have a higher weight in Technology stocks, while A-shares are not dominated by Technology stocks, making Hong Kong stocks more beneficial when speculating on the AI Concept.
Chinese Technology stocks are "siphoning" foreign capital from Emerging Markets, with AI narratives driving Global capital reallocation.
① How does the "siphoning" of foreign capital by China's Technology stocks have a profound impact on the market? ② Driven by AI narratives, how much space is there for foreign capital to flow back into China's Assets amid global capital reallocation?
Has the "singularity" of AI in China arrived in 2025? JPMorgan: An application explosion is imminent, DeepSeek ignites demand for computing power, and Alibaba may become the biggest winner.
JPMorgan believes that the development of GAI in China is currently at the beginning of the second stage. Alibaba is a key player in the IaaS value chain, expected to outperform peers in the second stage of GAI development, and has the potential to become a beneficiary in the third stage of applications. Additionally, Kuaishou may be underestimated, while Baidu acts as both a "shovel seller" and a "gold digger."
Amidst the divergence in technology stocks, new catalysts are emerging, and the logic of price increases in cyclical stocks may gradually attract market attention.
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