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

USA CPI hits record high, does the Global market gain from misfortune? Bank of America Hartnett: Trump's "soft spot" has been exposed.

Analyst Michael Hartnett pointed out that inflation in the USA is surging, indicating that in the coming months, Trump must "play small" on tariffs and immigration issues instead of making "big moves" to avoid triggering a second wave of inflation.

wallstreetcnFeb 17 01:40 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

Goldman Sachs traders: The Global stock market is welcoming the "next big rotation", from the Magnificent 7 to China Siasun Robot&Automation.

Goldman Sachs trader Mark Wilson stated that investment opportunities in AI are shifting from infrastructure to application level, and investment focus should diffuse from the overly centralized USA Technology giants to emerging fields with greater growth potential, such as the Siasun Robot&Automation Sector in China.

wallstreetcnFeb 12 20:10 ET

The U.S. government deficit is flashing red again! The deficit for the first four months of the fiscal year reached 84 billion dollars, setting a record and exceeding the peak period of the pandemic.

As of January this year, in the first four months of the 2025 fiscal year, the USA federal government's budget deficit expanded by 58% year-on-year, with government revenue and expenditure both reaching record highs for the period, increasing by 1% and 15% year-on-year, respectively. In the first four months, government interest costs amounted to 392 billion dollars, accounting for 16% of total expenditure; the budget deficit for January reached 129 billion dollars, the second highest level after January during the COVID-19 pandemic. In January, government expenditure increased by 29% year-on-year, while revenue grew by 7.5%.

wallstreetcnFeb 12 17:58 ET