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.
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.
Track the entire lifecycle of the main Sector.
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.
Mr Careful : brother, all these meetings are rubbish. only give the big boys the opportunity to push up and dump.
bullrider_21 OP Mr Careful : Not this time. The tech crackdown has ended. Regulations may be more relaxed. Xi may guide the private sector in the government-led direction and contain the potential risks to compete with the US. This may be the second wind for the market rally.
马后炮 : I don't think I see baidu in it![undefined [undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)
104673973 马后炮 : If you search Baidu for how many unethical things it has done, you will understand why there is no more Baidu. (Hospital + AI failure)
Applefamily : First, Huijin was incorporated, and now private enterprises are being briefed in meetings; it seems a major effort is likely to begin.
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