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.
Express News | Hong Kong indexes extend gains on Friday, auto makers rise on broad integration of DeepSeek. Biopharma shares soar.
After the concept divergence of DeepSeek intensifies, the market may enter a volatile rotation rhythm.
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Alibaba Approaches Three-Year High Amid AI Surge, Revaluation of China Tech Stocks Underway
February's "Peak Duel" is approaching! The release date for the尊界 S800 technology is set, and the 小米 SU7 Ultra will be launched at the end of the month.
① Industry insiders close to Huawei have indicated that the interior design of the Zunji S800 is expected to be released for the first time in March, according to multiple sources. ② The Xiaomi SU7 Ultra comes in five color options, including Lightning Yellow, features a logo made of 24K gold, has over 17 components made of Carbon Fiber, and utilizes 5 square meters of Alcantara ultra-fine fiber material in the interior.
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.