Express News | Hong Kong Indexes Rally, Blue-Chip Stocks Rise; Some Industry-Leading Stocks Surge. U.S. Listed Chinese Equities Trade Higher in Overnight Trading
Express News | In overnight trading, US-listed Chinese companies' shares rebound, Alibaba and Bilibili climb 3%, EV makers surge. XPeng rises 5%, Li Auto up 4%, NIO Inc soars 7%. US-listed Chinese ETFs trade higher.
Has the "singularity" of AI in China arrived in 2025? JPMorgan: An application explosion is imminent, DeepSeek ignites demand for computing power, and Alibaba may become the biggest winner.
JPMorgan believes that the development of GAI in China is currently at the beginning of the second stage. Alibaba is a key player in the IaaS value chain, expected to outperform peers in the second stage of GAI development, and has the potential to become a beneficiary in the third stage of applications. Additionally, Kuaishou may be underestimated, while Baidu acts as both a "shovel seller" and a "gold digger."
Amidst the divergence in technology stocks, new catalysts are emerging, and the logic of price increases in cyclical stocks may gradually attract market attention.
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Will Chinese AI Stocks Surge Again Amid Multiple Catalysts?
Express News | U.S.-Listed Chinese Stocks Rise in Overnight Trading, With Kingsoft Cloud Up 6%, JD.com Rising 5%, Bilibili, NetEase Increasing 3%, and Alibaba and PDD Holdings Each Up 2%.
COWmustMoo OP : JPMorgan: China's generative AI has entered an explosive application phase, Bullish on Alibaba (BABA.US) and Kuaishou (01024).
COWmustMoo OP : can break 67.50 today?