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.

wallstreetcnFeb 13 22:47 ET

After the concept divergence of DeepSeek intensifies, the market may enter a volatile rotation rhythm.

Track the entire lifecycle of the main Sector.

cls.cnFeb 13 20:27 ET

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.

cls.cnFeb 12 01:06 ET

Fully embrace the DeepSeek model! Cloud vendors like Volcano Engine are joining in. Can they "steal" a piece of the computing power pie?

① Volcano Engine Smart General will hold seminars focusing on multi-model deployment and invocation, API invocation of DeepSeek R1 on Volcano Ark, deploying the DeepSeek solution on Volcano Engine, and developing AI applications on the DeepSeek platform. ② Alibaba Cloud, Huawei Cloud, Baidu Cloud, Tencent Cloud, and UCloud have also successively launched the DeepSeek large model on their Cloud Computing Service platforms.

cls.cnFeb 11 00:57 ET

The hedge fund mogul in the US has significantly increased shareholding in Chinese concept stocks, once boldly claiming to "buy everything China assets."

① The USA hedge fund mogul David Tepper's Appaloosa LP significantly increased its shareholding in Chinese concept stocks and China Stocks ETF in the fourth quarter of last year; ② Appaloosa's holdings of Alibaba shares rose by 18%, reaching 11.8 million shares; JD.com's Hold Positions increased from about 7.3 million shares to about 10.5 million shares; PDD Holdings' Hold Positions increased by approximately 0.055 million shares to 5.4 million shares.

cls.cnFeb 10 20:20 ET

DeepSeek opens a new era of AI, and the curtain rises on "sovereign AI."

In Deutsche Bank's view, DeepSeek is likely to become a "Sputnik moment" for many countries outside the USA. It not only raises security concerns but also showcases the potential for AI development in regions outside the USA, which is likely to increase the pressure on various countries to invest in sovereign AI.

wallstreetcnFeb 10 03:15 ET