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

Finance Associated Press Venture Capital: In January, financing in the Carbon Neutrality sector totaled 1.61 billion yuan, a decrease of 95.03% month-on-month. Li Chuang Autos Electronics completed its first round of financing of nearly 0.5 billion yuan.

According to data from the China Finance Association's Venture Capital platform, in January, there were a total of 69 private equity investment events in the domestic Carbon Neutrality sector, a decrease of 28.13% from 96 events last month; The total disclosed financing amounted to approximately 1.61 billion yuan, down 95.03% from 32.404 billion yuan last month.

cls.cnFeb 13 22:37 ET

After the concept divergence of DeepSeek intensifies, the market may enter a volatile rotation rhythm.

Track the entire lifecycle of the main Sector.

cls.cnFeb 13 20:27 ET

In Q4 2024, HUA HONG SEMI's net profit turned to loss as the inventory adjustments in the Autos and other markets have basically concluded, and the demand for mid-to-high-end power is yet to improve.

① HUA HONG SEMI achieved sales revenue of 0.5392 billion yuan in the fourth quarter of 2024, a year-on-year increase of 18.4% and a quarter-on-quarter increase of 2.4%; the Net income attributable to the parent was a loss of 25.2 million USD; ② Guidance from HUA HONG SEMI for the first quarter of 2025 shows an expected quarterly sales revenue of approximately between 0.53 billion USD and 0.55 billion USD, with a gross margin expected to be between 9% and 11%.

cls.cnFeb 13 07:14 ET

How intensive is the research on Deepseek's Concept stocks by public offerings? After the holiday, research is busy, and Autos, Medical, and Consumer are also popular research directions.

① After the holiday, Institutions actively conducted research, and a DeepSeek Concept stock was researched by more than thirty Institutions; ② The Industry Chain of Autos, Medical, CSI Consumer 360 index and other fields also received research from multiple Institutions; ③ The active research by Institutions is not only to capture hot investment opportunities but also to respond to the annual report market.

cls.cnFeb 12 01:06 ET

Express News | TSMC's Boarding Meeting Will Be Held in America for the First Time, There Are Some Questions Matter

Moomoo 24/7Feb 11 22:01 ET