No Data
No Data
Local governments are keen on DeepSeek, chasing the AI government affairs trend.
1. Jiangyin, known as the first county in China Capital Markets, has seen the DeepSeek application quietly enter its third generation in just two weeks. 2. Currently, the market participants of State-owned Assets Cloud mainly include central state-owned enterprises and local state-owned enterprises, with the former primarily comprising the three major telecom operators and China Electronics Corporation among others. 3. On the other side of the market explosion, with the in-depth application of DeepSeek, data security and privacy protection issues have also attracted attention.
Trending Industry Today: MEDIWELCOME Leads Gains In Digital Health Stocks
Goldman Sachs: The widespread adoption of AI over the next decade is expected to drive overall earnings of Chinese Stocks to increase by 2.5% annually.
Goldman Sachs' chief Analyst for China Stocks, Liu Jinjing, pointed out in a recent research report that investors' optimism regarding AI economic growth and benefits has contributed to the Hang Seng TECH Index and MSCI Chinese Index surging 27% and 19% respectively over the past month.
AI Medical has exploded, the Smart Medical Index surged 32% within the month, Hong Kong stocks of Innovative Drugs have also soared, and the first 10 billion-level ETF has been born.
① Since February, the Hong Kong Innovative Drugs Index has increased by 15.99%, and the GF CSI Hong Kong Innovative Drugs Industry ETF has also daily surpassed 10 billion in scale, becoming the first Fund in the All Market to exceed 10 billion in the Hong Kong innovative drug thematic Index; ② The Smart Medical Index has reached an increase of 32.15% this month, with a rise of 72.73% over the past six months; ③ By 2030, the AI market in the Medical and health sector is expected to reach 2 trillion yuan.
Hong Kong Stock Market Indicator | The Hang Seng Index shows reduced volume at high levels, highlighting cautious sentiment from both bulls and bears, while the funding sentiment is euphoric, institutions warn of risks.
① The Hang Seng Index's high position with reduced volume highlights caution from both bulls and bears; can it break through the 23,000-point barrier? ② The funding sentiment is exuberant, and Institutions warn of risks; what other non-AI hotspots are worth attention?
Sudden buying explosion! China's "Ten Technology Giants" have arrived.
DeepSeek is making a big move!