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.
Does China's AI-Fuelled Tech Rally Have Legs?
Express News | Tencent-related stocks are set to open up as Tencent's Weixin App launches Beta Testing With Deepseek.
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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.
After the concept divergence of DeepSeek intensifies, the market may enter a volatile rotation rhythm.
Track the entire lifecycle of the main Sector.
KoolBee : interesting that Baidu was not invited
72175489 : What is the proportion of state-owned enterprises among Technology companies?
102472268 :![heart_on_fire ❤️🔥](https://static.moomoo.com/nnq/emoji/static/image/img-apple-64/2764-fe0f-200d-1f525.png)
![cn 🇨🇳](https://static.moomoo.com/nnq/emoji/static/image/img-apple-64/1f1e8-1f1f3.png)
104998465 102472268 : xjp grinning ear to ear, must be vhappy
TMW1986 : Did nio ceo invited? Lol.
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