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Express News | Tencent-related stocks are set to open up as Tencent's Weixin App launches Beta Testing With Deepseek
GF SEC: The characteristics of this round of Hong Kong stock market and pressure assessment.
The main reasons for the rise in Hong Kong stocks this round are, first, the correction from the decline at the end of the year (due to Exchange Rates depreciation and the resulting downward adjustment of profit forecasts in Hong Kong dollars), and second, the Technology theme that ignited market sentiment around the Chinese New Year.
With the integration of DeepSeek, Tencent will also have to reassess.
Unleashing the explosive combination of "WeChat + DeepSeek."
Express News | Tencent Responds, Stating That While WeChat Search Is Utilizing Hunyuan LLM to Enhance AI Search, It Begins a Gradual Rollout of Integration with DeepSeek
WeChat + Deepseek: The turning point for consumer applications.
The depreciation cost of integrating WeChat with Deepseek is much lower than that of integrating with the equivalent model of OpenAI, which means that in most B2C scenarios, the cost of product trial and error is greatly reduced, allowing for coverage of more customers. It is believed that in the future, WeChat Agent will not only be a tool for improving efficiency but also a lever for building a content ecosystem and tool ecosystem.
Nervousness or attention to HSBC HOLDINGS manufacturing PMI, etc.
This week's outlook from February 17 to February 21: SENSEX 30 may be nervous, focusing on HSBC HOLDINGS Manufacturing PMI etc. The February HSBC HOLDINGS Manufacturing Purchasing Managers' Index (PMI, preliminary) is scheduled to be released this week, and volatile price movements are anticipated. In terms of support and resistance, ongoing expectations for additional monetary easing continue to provide support. Additionally, the recent decline has increased value sensitivity, and there may be active movements to pick up lower prices. On the other hand, if foreign investors continue to Sell, there may be further declines.