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DeepSeek accelerates asset revaluation! Hedge funds flee India and flow into China.
In the past month, the total market value of the stock markets in and outside China has increased by more than 1.3 trillion USD, while the market value in India has shrunk by more than 720 billion USD during the same period. Hedge funds are buying Chinese stocks at the fastest pace in months, and the MSCI Chinese Index is expected to outperform the MSCI Indian Index for the third consecutive month, setting the record for the longest consecutive gains in two years.
CICC: The open-source "DeepSeek-R1" is expected to drive rapid growth in computing power demand, with attention on CHINA TELECOM (00728) and others.
In the context of open source, the bank expects more enterprises to be compatible with the DeepSeek series models, driving rapid growth in AI computing power demand.
Guangzhou Haige Communications Group Incorporated (002465.SZ): Pre-bid for approximately 0.731 billion yuan CHINA MOBILE procurement project.
Gelonghui, February 17 – Guangzhou Haige Communications Group Incorporated (002465.SZ) announced that CHINA MOBILE's procurement and bidding website recently published the list of candidates for the "CHINA MOBILE 2025-2026 Communication Engineering Construction Services (Equipment Installation) Centralized Procurement Project". Guangdong Haige Yichuang Technology Co., Ltd. (referred to as "Haige Yichuang"), a wholly-owned subsidiary of Guangzhou Haige Communications Group Incorporated, is one of the candidates for the procurement in nine regions: Guangdong, Henan, Shanxi, Gansu, Fujian, SiChuan, Chongqing, Hunan, and Guizhou. The total amount of the framework contract for the entire service period is expected to be approximately 0.731 billion yuan (including tax).
Hong Kong stocks fluctuating | Telecom operators collectively surged, China United Network Communications (00762) once rose more than 12%. IDC and Cloud Computing Business bring a revaluation of value for operators.
Telecom operators have collectively surged. As of the time of this report, China United Network Communications (00762) rose by 8.86% to 8.97 HKD; CHINA TELECOM (00728) increased by 5.27% to 6.19 HKD; CHINA MOBILE (00941) went up by 1.69% to 81.25 HKD.
Hong Kong stock Concept tracking | The three major operators have successively announced the launch of DeepSeek Cloud Computing, with the overseas mapping valuation logic fully restored (including Concept stocks).
Domestic AI ecosystem investment opportunities are expected to flourish everywhere, and the valuation mapping logic of Cloud Computing is being fully repaired.
Capital flow | North Water significantly increased its position in Alibaba by over 4.5 billion Hong Kong dollars, continuously selling Xiaomi for four days.
Track the latest dynamics of southbound capital.
Buy n Die Together❤ :
Hamza Khan226 : nice