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DeepSeek has emerged, and Chinese Technology stocks have surged! Citibank: the market is not yet overheated.
Citigroup Analyst believes that since the beginning of the year, the QITABANKUAI in China has indeed seen an increase in congestion, primarily due to the rise of technology stocks, which has boosted overall valuations and improved market sentiment. However, if excluding the weight stock Xiaomi Group, it can be found that although the QITABANKUAI in China has a higher congestion compared to other sectors, it is still not the most congested sector, indicating that this sector has not yet overheated.
After the concept divergence of DeepSeek intensifies, the market may enter a volatile rotation rhythm.
Track the entire lifecycle of the main Sector.
After DeepSeek Shook Wall Street, China's Baidu Gears Up For AI Battle With Next-Gen Ernie 5.0 Launch In Late 2025
Express News | Hong Kong Indexes Extend Gains. Alibaba Rises 4%, KuaiShou Surges 7% and Baidu Up 5%
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.
Robin Li: DeepSeek has achieved great success, but there is still a need to increase investment in AI Infrastructure.
Li Yanhong stated that the inference cost of large models has decreased by more than 90% annually, but to develop a model that is smarter than others, more computing resources must be used, and investments in cloud infrastructure remain very important.
HopelessChi : the Chinese is unable to save its own economy. back to covid and back to battling the low consumer spending and etc. the passive mode will trigger the downfall of its internal companies in no time. investor see actions and they don't.
bullrider_21 OP HopelessChi : China is only now gradually recovering from reopening from the zero- Covid policy. Consumption will return. SOEs will recover. China is having problems because of the U.S. suppression on Chinese companies.
While China will grow at 5% this year, U.S. will grow at less than 2%. Don't expect China to help out the U.S. this time like what they did in 2008.
The U.S. keeps printing money. Robert Kiyosaki said it will be like toilet paper in the future.