Morgan Stanley views BAT: "Overweight" on Tencent, "Bullish" on Alibaba Cloud, "concerned" about Baidu Search.

Morgan Stanley stated that as the costs of AI model training and inference decrease, Tencent, Alibaba, and Baidu will all benefit. As the market shifts its focus from large model capabilities to AI applications and monetization, Morgan Stanley has given Tencent an overweight rating. Alibaba's recent stock price rebound reflects the upside potential of its Cloud Computing business, while Baidu's core search business may face monetization risks due to the impact of generative AI.

wallstreetcn01:33 ET

Express News | The Hang Seng Index and Hang Seng TECH Index rise; DeepSeek-related stocks continue to climb.

Moomoo 24/721:00 ET

The short-term differentiation of the DeepSeek Concept may continue, focusing on the rotation opportunities between high and low in AI.

Track the entire lifecycle of the main Sector.

cls.cn20:21 ET

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.

wallstreetcnFeb 17 05:03 ET

Does China's AI-Fuelled Tech Rally Have Legs?

BloombergFeb 16 22:48 ET

'Bad Trump To Good Trump' Means Bitcoin Could Go To $102,500, Standard Chartered Says

BenzingaFeb 14 10:59 ET