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Wall Street is "looking ahead": China's Assets have shifted from "tradable" to "investable".
According to Bank of America, DeepSeek may become an important turning point similar to Alibaba's IPO in 2014, prompting global investors to reassess the value of Chinese Assets, likely stimulating a cluster effect of XINJINGJI enterprises, forming widespread optimism for economic growth, employment, and income, thereby attracting global long-term capital back to the Chinese market.
Alibaba's Q4 Shakeup: Many Asian Funds Exit While US-Based Funds Like UBS O'Connor, Marathon, AssetMark, Cantor Fitzgerald Double Down
The Robot Concept is experiencing explosive growth! The strongest stock has risen nearly 7 times, and these stocks have all reached new historical highs.
YuTree Technology's Wang Xingxing recently stated that by the end of this year, the entire humanoid robot in the field of AI will reach a new level.
Goldman Sachs: In the era of intelligent driving, each car in China is equipped with 5 cameras this year, and in 5 years, each car will be equipped with 10 cameras.
Goldman Sachs expects that the vehicle camera shipments in China will reach 0.126 billion by 2025 and increase to 0.343 billion by 2030. In addition to the increase in quantity, Goldman Sachs also anticipates that the trend of intelligent driving will drive upgrades in vehicle camera specifications, with cameras of 8MP (8 million pixels) and above accounting for 14% and 59% of total shipments in 2025 and 2030, respectively.
Under the DeepSeek narrative framework, how to view the current trend of Hong Kong stocks? Multiple factors resonate, can they support a long-term bull market?
① The emergence of DeepSeek has reshaped the narrative of AI in China, bringing about a value reassessment for Chinese Technology stocks, with various factors combining to quickly revive the Hong Kong stock market; ② According to comprehensive interpretations by Institutions, the Hong Kong stock market may experience a fluctuating upward trend, likely continuing the valuation recovery and profit growth driven by multiple factors, making the mid to long-term upward potential worth looking forward to.
The mobile phone and Autos circles are eagerly "embracing" DeepSeek while Tesla, Xiaomi, and others remain "inactive".
① Mainstream smartphone manufacturers and over 20 Autos manufacturers have already integrated the DeepSeek large model. ② Manufacturers, including "Weixiaoli" and Xiaomi, prefer to develop their own technology, and there is a viewpoint suggesting that later on, integration with DeepSeek is not ruled out.