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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.
Finance Associated Press Venture Capital: In January, financing in the Carbon Neutrality sector totaled 1.61 billion yuan, a decrease of 95.03% month-on-month. Li Chuang Autos Electronics completed its first round of financing of nearly 0.5 billion yuan.
According to data from the China Finance Association's Venture Capital platform, in January, there were a total of 69 private equity investment events in the domestic Carbon Neutrality sector, a decrease of 28.13% from 96 events last month; The total disclosed financing amounted to approximately 1.61 billion yuan, down 95.03% from 32.404 billion yuan last month.
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.
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.