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US Morning News Call | Musk Launches Grok-3 AI Chatbot, Competing with OpenAI and DeepSeek
Express News | The Hang Seng Index and Hang Seng TECH Index rise; DeepSeek-related stocks continue to climb.
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.
[Brokerage Focus] CITIC SEC: Bullish on the long-term revaluation and growth potential of Technology in China and even broader Assets.
Jingu Financial News | CITIC SEC Research Reports indicate that despite the significant recent gains of Chinese technology companies, looking at the extended historical cycle, the sector is still in the early stages of the AI era and at the beginning of the revaluation of Technology Assets in China. With the disillusionment of AI in the USA, China's AI is breaking through in narrow gaps. DeepSeek can be seen as the "Shangganling" of the Chinese technology field, achieving independent innovation and breakthroughs. However, this "battle" is far from over. From breakthroughs to leadership, from technological innovation to application implementation, from changing expectations to creating value, and from local low-quality competition to global high-quality development, there is still a long way to go for Chinese technology companies.
Goldman Says AI Could Be a $200 Billion Game Changer for China Markets. But Here's Why Investors Shouldn't Rush In.
CICC: The open-source "DeepSeek-R1" is expected to drive rapid growth in computing power demand, focusing on CHINA TELECOM and others.
China International Capital Corporation released a Research Report stating that with the official release of the CHINA MOBILE AI platform "DeepSeek-R1" model, more companies will adopt the DeepSeek series models in an open-source environment, driving rapid development of AI computing power demand. It is recommended to pay attention to different types of benefiting companies, such as CHINA TELECOM (00728), CHINA MOBILE (00941), Kingsoft Cloud (KC.US), while maintaining the ratings and earnings forecasts of the covered companies unchanged. China International Capital Corporation mentioned that different participants in the Cloud Computing market have different opportunities in the wave of AI. For operators in the cloud sector, open-source models enrich the choice of models.
