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Hot Streak Continues for China ADRs. Will Earnings Season Add Fuel to the Fire?
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.
Express News | Hong Kong indexes extend gains on Friday, auto makers rise on broad integration of DeepSeek. Biopharma shares soar.
After the concept divergence of DeepSeek intensifies, the market may enter a volatile rotation rhythm.
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Tencent Yuanbao integrates with Deepseek-R1 Full Version, supporting online search and consolidating information sources from official accounts.
① Tencent's Mixyuan App has officially integrated the DeepSeek-R1 model, and now the Mixyuan App supports both the Mixyuan model and the DeepSeek model simultaneously; ② The current competitive focus of AI companies is shifting from models to product applications.
UBS Group provided a benchmark list: Cambricon compared to NVIDIA, Xiaomi compared to Tesla, Semiconductor Manufacturing International Corporation compared to Taiwan Semiconductor...
UBS Group stated that the valuation of Cambrian is three times higher than that of NVIDIA, while the valuations of Xiaomi and Li Auto are 80% and 90% lower than that of Tesla, respectively. The valuation of Semiconductor Manufacturing International Corporation is 15% lower than that of Taiwan Semiconductor.