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.

wallstreetcnFeb 13 22:47 ET

Fully embrace the DeepSeek model! Cloud vendors like Volcano Engine are joining in. Can they "steal" a piece of the computing power pie?

① Volcano Engine Smart General will hold seminars focusing on multi-model deployment and invocation, API invocation of DeepSeek R1 on Volcano Ark, deploying the DeepSeek solution on Volcano Engine, and developing AI applications on the DeepSeek platform. ② Alibaba Cloud, Huawei Cloud, Baidu Cloud, Tencent Cloud, and UCloud have also successively launched the DeepSeek large model on their Cloud Computing Service platforms.

cls.cnFeb 11 00:57 ET

DeepSeek opens a new era of AI, and the curtain rises on "sovereign AI."

In Deutsche Bank's view, DeepSeek is likely to become a "Sputnik moment" for many countries outside the USA. It not only raises security concerns but also showcases the potential for AI development in regions outside the USA, which is likely to increase the pressure on various countries to invest in sovereign AI.

wallstreetcnFeb 10 03:15 ET

Does DeepSeek lead the reconstruction of valuations for China's technology stocks? Foreign investors: the focus has shifted from risk to potential.

① Market observers believe that the emergence of DeepSeek has led overseas investors to reevaluate the potential and valuation of AI in Chinese Internet companies; ② The launch of DeepSeek not only excites investors but may also accelerate the adoption of AI by businesses and consumers, reducing costs for large-scale enterprises, which is a significant Bullish development for Cloud Computing Service providers like Alibaba and Tencent.

cls.cnFeb 10 00:23 ET

Tech stocks continue to be hot; can edge AI and Siasun Robot&Automation continue to "ride the wave"?

Track the entire lifecycle of the main Sector.

cls.cnFeb 6 20:23 ET

Policy stimulus for 3C and home appliance demand release. Will the multiplier effect of the "trade-in" policy continue in 2025? | Year-end review.

In 2024, the implementation of the "national subsidy" policy for the exchange of old for new will effectively stimulate the demand for home appliances and Consumer Electronics. Market analysis suggests that related subsidies for the exchange of old for new are expected to continue next year, with mobile phones and more home improvement categories likely included, while the future policy-driven effects still remain to be observed.

cls.cnDec 29, 2024 10:17 ET