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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.
Xi Jinping Meets Chinese Private-Sector Company Leaders: State Media
Does China's AI-Fuelled Tech Rally Have Legs?
Bilibili Q4 FY2024 Earnings Conference Call
Goldman Sachs has listed the investment portfolio of AI in China.
Goldman Sachs published a strategy report on the Chinese market, listing the selected Chinese AI investment portfolio: (1) Data and Cloud: Tencent, Alibaba, PDD Holdings, JD, Baidu, Kuaishou, New Oriental, TAL Education, Bilibili (2) Software and Applications: Meituan, NetEase, Trip.com, Beijing Kingsoft Office Software, Inc, Li Auto, YUM CHINA, Ningbo Tuopu Group, JD HEALTH, Focus Media Information Technology (3) Semiconductors: NAURA Technology Group, Will Semiconductor, GigaDevice Semiconductor Inc. (4) Infrastructure and Kinetic Energy: Contemporary Amperex Technology, Xiaomi, Foxconn Industrial Internet (5) Non-Tech Income Strengtheners: Ping An Insurance, Anta, BOSIDENG (6) Non-Tech.
DeepSeek Optimism Has Investors Rerating Chinese Tech Stocks
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