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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.
SensorTower: In January, Global Consumer spending on mobile games was approximately 7.27 billion USD, a month-on-month increase of 4%.
In January 2025, "Honor of Kings" rose six places to once again become the highest-grossing mobile game globally.
After the concept divergence of DeepSeek intensifies, the market may enter a volatile rotation rhythm.
Track the entire lifecycle of the main Sector.
How intensive is the research on Deepseek's Concept stocks by public offerings? After the holiday, research is busy, and Autos, Medical, and Consumer are also popular research directions.
① After the holiday, Institutions actively conducted research, and a DeepSeek Concept stock was researched by more than thirty Institutions; ② The Industry Chain of Autos, Medical, CSI Consumer 360 index and other fields also received research from multiple Institutions; ③ The active research by Institutions is not only to capture hot investment opportunities but also to respond to the annual report market.
Sensor Tower: 34 Chinese manufacturers made it to the January Global Mobile Game Publisher Revenue TOP 100, generating 2.33 billion USD.
In January 2025, a total of 34 Chinese manufacturers made it to the Global Top 100 Mobile Game Publishers revenue list, accumulating a revenue of 2.33 billion USD, accounting for 39.2% of the revenue of the global Top 100 mobile game publishers for this period.
XD Inc. (HKG:2400) Stocks Shoot Up 26% But Its P/S Still Looks Reasonable