03032 Hang Seng TECH Index ETF
- 5.485
- 0.0000.00%
Express News | Tencent-related stocks are set to open up as Tencent's Weixin App launches Beta Testing With Deepseek.
Goldman Sachs: Raises target for MSCI China and Csi 300 Index, expects AI applications to boost company profits.
Goldman Sachs reported that the widespread application of AI is expected to increase the EPS of Chinese companies by 2.5% annually over the next decade. Goldman Sachs raised the target points for the MSCI Chinese Index and the CSI 300 Index to 85 points and 4700 points, respectively, anticipating upside potential of 16% and 19%. Goldman Sachs Analyst Kinger Lau and others noted that the emergence of DeepSeek R1 and other Chinese AI models, due to their global competitiveness and cost-efficiency, has changed the narrative of Chinese Technology. The improvement in growth prospects and potential confidence boost will enhance the...
GF SEC: The characteristics of this round of Hong Kong stock market and pressure assessment.
The main reasons for the rise in Hong Kong stocks this round are, first, the correction from the decline at the end of the year (due to Exchange Rates depreciation and the resulting downward adjustment of profit forecasts in Hong Kong dollars), and second, the Technology theme that ignited market sentiment around the Chinese New Year.
With the integration of DeepSeek, Tencent will also have to reassess.
Unleashing the explosive combination of "WeChat + DeepSeek."
Express News | Tencent Responds, Stating That While WeChat Search Is Utilizing Hunyuan LLM to Enhance AI Search, It Begins a Gradual Rollout of Integration with DeepSeek
WeChat + Deepseek: The turning point for consumer applications.
The depreciation cost of integrating WeChat with Deepseek is much lower than that of integrating with the equivalent model of OpenAI, which means that in most B2C scenarios, the cost of product trial and error is greatly reduced, allowing for coverage of more customers. It is believed that in the future, WeChat Agent will not only be a tool for improving efficiency but also a lever for building a content ecosystem and tool ecosystem.
Hot Streak Continues for China ADRs. Will Earnings Season Add Fuel to the Fire?
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.
What will be the next step for Hong Kong stocks? Morgan Stanley: The differentiation will continue, and foreign capital still has room for allocation increase.
Morgan Stanley stated that so far, southbound capital has made the largest contribution to this rebound, with foreign long-term investors still holding relatively low positions and there being room for increased allocation. After a long period of limited attention, Global investors are beginning to reassess China's investability in the fields of Technology and AI. In the short term, the divergent performance between AI/Technology stocks and non-AI/Technology stocks may continue.
Express News | Hong Kong indexes extend gains on Friday, auto makers rise on broad integration of DeepSeek. Biopharma shares soar.
After the concept divergence of DeepSeek intensifies, the market may enter a volatile rotation rhythm.
Track the entire lifecycle of the main Sector.
CITIC SEC: The Hong Kong stock market may face profit-taking risks, but it does not change the reversal trend for the entire year.
Looking at the whole year, against the backdrop of the gradual recovery of the domestic economic fundamentals, combined with the cost-effectiveness of valuations, CITIC SEC remains bullish on the continuation of the reversal market for Hong Kong stocks since 2024.
Hong Kong stock early report | The central bank stated that it will adjust and optimize the policy intensity and pace at an appropriate time. Apple is reportedly continuing its cooperation with Baidu to develop AI features for the iPhone.
① Apple continues to collaborate with Baidu to develop AI features for the iPhone to mitigate risks. ② Xiaopeng Autos states that new products will deeply cooperate with Huawei. ③ Institutions predict that rents for Grade A offices in Hong Kong may fall by 10% this year. ④ The first retail tokenized Fund in the Asia-Pacific has been approved and is expected to be listed by the end of February.
Alibaba Approaches Three-Year High Amid AI Surge, Revaluation of China Tech Stocks Underway
Alibaba Cloud has pressed the acceleration button for external expansion.
Iterative change.
Tencent Yuanbao integrates with Deepseek-R1 Full Version, supporting online search and consolidating information sources from official accounts.
① Tencent's Mixyuan App has officially integrated the DeepSeek-R1 model, and now the Mixyuan App supports both the Mixyuan model and the DeepSeek model simultaneously; ② The current competitive focus of AI companies is shifting from models to product applications.
UBS Group provided a benchmark list: Cambricon compared to NVIDIA, Xiaomi compared to Tesla, Semiconductor Manufacturing International Corporation compared to Taiwan Semiconductor...
UBS Group stated that the valuation of Cambrian is three times higher than that of NVIDIA, while the valuations of Xiaomi and Li Auto are 80% and 90% lower than that of Tesla, respectively. The valuation of Semiconductor Manufacturing International Corporation is 15% lower than that of Taiwan Semiconductor.
Apple Teams Up With Alibaba for AI, Analyst Says Edge Device Integration Could Boost Growth
Express News | Cofounder and Chairman of Alibaba, Joseph Chung-Hsin Tsai, Formally Confirms Partnership with Apple. Alibaba's Hong Kong-listed Shares Rise 6%, and Its ADRs Up 5% in Overnight Trading.
Apple enters the market, re-evaluating Alibaba.
Important turning point.