The short-term differentiation of the DeepSeek Concept may continue, focusing on the rotation opportunities between high and low in AI.

Track the entire lifecycle of the main Sector.

cls.cn20:21 ET

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.

wallstreetcnFeb 17 05:03 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

What does it mean for operators to fully access DeepSeek?

① Yesterday, CHINA TELECOM and CHINA MOBILE respectively launched the intelligent computing integrated machine - DeepSeek version; ② China Galaxy believes that the cloud business of operators is expected to continue to grow, and the future proliferation of AI applications may exceed expectations; ③ Kaiyuan Securities stated that operators are likely to welcome a "profit + valuation" Davis double hit in the future.

cls.cnFeb 12 04:18 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

Comprehensive access to DeepSeek! CHINA TELECOM's stock price reaches a new high, and the operator promotes AI inclusive application income, which is expected to see growth.

① The three major operators have successively connected to DeepSeek, and local subsidiaries of operators have already taken actions regarding DeepSeek; ② CHINA TELECOM is the first domestic operator to realize the implementation of a fully domestic DeepSeek stack inference service, which saw a limit-up movement at one point today; ③ Analysts say DeepSeek will help boost operator revenue, but whether the demand for distributed computing can consume the existing computing power remains to be seen.

cls.cnFeb 10 06:49 ET