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Who Are China's AI Winners Post-DeepSeek? Goldman Sachs Picks 30 Firms
Morgan Stanley views BAT: "Overweight" on Tencent, "Bullish" on Alibaba Cloud, "concerned" about Baidu Search.
Morgan Stanley stated that as the costs of AI model training and inference decrease, Tencent, Alibaba, and Baidu will all benefit. As the market shifts its focus from large model capabilities to AI applications and monetization, Morgan Stanley has given Tencent an overweight rating. Alibaba's recent stock price rebound reflects the upside potential of its Cloud Computing business, while Baidu's core search business may face monetization risks due to the impact of generative AI.
After 28 days of explosive growth, the banking industry's "DeepSeek moment" raises three questions: Will CSI Information Security Index be the biggest obstacle?
① The biggest obstacle to the large-scale application of DeepSeek is still the CSI Information Security Index issue. Currently, Banks are generally "waiting" and observing the attitude of financial regulatory bodies towards DeepSeek. ② From a cost perspective, DeepSeek will indeed be more Bullish for small and medium-sized Banks in the early stages. However, when considering customer numbers, asset scale, and data quality, large Banks undoubtedly have more advantages.
Express News | The Hang Seng Index and Hang Seng TECH Index rise; DeepSeek-related stocks continue to climb.
Insurance capital frequently welcomes policy dividends in the market. Are there still constraints? Voices from the Industry have emerged | Focus on long-term capital entering the market②
① Equity investments intensify the consumption of capital, and life insurance companies continue to face pressure for capital replenishment; ② The large minimum capital requirements significantly restrict the scale of insurance capital entering the market, creating a dilemma between capital occupation and returns for insurance companies; ③ The industry calls for the introduction of measures to reduce capital occupation and provide incentives.
The short-term differentiation of the DeepSeek Concept may continue, focusing on the rotation opportunities between high and low in AI.
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