Morgan Stanley views BAT: "Overweight" on Tencent, "Bullish" on Alibaba Cloud, "concerned" about Baidu Search.

Morgan Stanley stated that as the costs of AI model training and inference decrease, Tencent, Alibaba, and Baidu will all benefit. As the market shifts its focus from large model capabilities to AI applications and monetization, Morgan Stanley has given Tencent an overweight rating. Alibaba's recent stock price rebound reflects the upside potential of its Cloud Computing business, while Baidu's core search business may face monetization risks due to the impact of generative AI.

wallstreetcn47minutes ago

GUM: In January, the total Assets of the mandatory provident fund market in Hong Kong increased by 1.9%, with Inflow into US stocks.

Recently, GUM released its analysis report on the Mandatory Provident Fund (MPF) market for January 2025. As of January 31, the total Assets in the MPF market increased by 1.9% to 1.31 trillion HKD.

Zhitong Finance01:02 ET

Express News | The Hang Seng Index and Hang Seng TECH Index rise; DeepSeek-related stocks continue to climb.

Moomoo 24/721:00 ET

DeepSeek has changed everything! Goldman Sachs has proposed a new framework for investing in the Chinese stock market.

First, Goldman Sachs divides the total market value of 14 trillion dollars of China Stocks into two main categories: AI Technology and non-Technology. Second, within the AI Technology sector, the 6 trillion dollars in market value is further subdivided into Semiconductors (including Software design), Infrastructure (Hardware, Data Storage, Cooling System), Data and Cloud (such as Internet platform companies), and Software and Applications (self-driving, Biotechnology, humanoid Robots, Internet service providers, etc.). Third, in the non-Technology sector, the 7 trillion dollars in market value is classified into income enhancers and productivity enhancers. Finally, Goldman Sachs ranks various sub-industries and thematic groups according to their relative price sensitivity to NVIDIA and META, allowing for a better understanding of China's Industry and the level of Trade of AI agents in the two dominant trends in the Technology world - capital expenditure and application.

wallstreetcn20:40 ET

The short-term differentiation of the DeepSeek Concept may continue, focusing on the rotation opportunities between high and low in AI.

Track the entire lifecycle of the main Sector.

cls.cn20:21 ET

Hong Kong Stock Early Report｜The three major US stock indices are closed for the holiday. TCL ELECTRONICS expects Net income to increase by over 60% year-on-year.

① Eight departments issued the "Action Plan for High-Quality Development of the New Energy Storage Manufacturing Industry." ② Sales of RBOB Gasoline Passenger Vehicles in the first month of this year dropped by over 20% compared to the previous month. ③ The Bank of Japan is likely to raise interest rates as early as May. ④ Baidu's gray testing for DeepSeek was launched today.

cls.cn18:17 ET