Morgan Stanley views BAT: "Overweight" on Tencent, "Bullish" on Alibaba Cloud, "concerned" about Baidu Search.
Morgan Stanley stated that as the costs of AI model training and inference decrease, Tencent, Alibaba, and Baidu will all benefit. As the market shifts its focus from large model capabilities to AI applications and monetization, Morgan Stanley has given Tencent an overweight rating. Alibaba's recent stock price rebound reflects the upside potential of its Cloud Computing business, while Baidu's core search business may face monetization risks due to the impact of generative AI.
Express News | The Hang Seng Index and Hang Seng TECH Index rise; DeepSeek-related stocks continue to climb.
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.
Brokerage morning meeting highlights: Now is the right time for AI healthcare layout.
In today's Brokerage morning meeting, Sinolink proposed that the layout of AI in healthcare is timely; HTSC expressed a bullish outlook on the product upgrades and commercial breakthroughs of AI applications in China by 2025; China Securities Co.,Ltd. believes that the turning point in the IDC Industry is approaching, and a new cycle is expected to begin.
China's Terrific Ten Are Beating Mag 7. Will the Current Momentum Carry On?
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.
933199333 : Alot ppl waiting it to drop back.![undefined [undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)
HODL RDDT : Will take many months ....
103267746 : As I said before we need Hsi tech to hit 10K, baba will take out 150 and 180 eventually, bumpy road ahead, enjoy the ride while it lasts.