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J.P. Morgan reveals investment trend indicators: Growth stocks are no longer in the spotlight, Small Cap and China Technology stocks are ushering in spring.
JPMorgan released a Global Market Strategy Report.
Hong Kong stock market review: The Hang Seng Index briefly surpassed 23,000 points, reaching a new high for this stage, with significant gains in AI Medical and DeepSeek Concept.
The net money flowing in from the south is 22.423 billion Hong Kong dollars.
Express News | U.S.-listed Chinese Stocks Rose in Overnight Trading
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.
【Brokerage Focus】China Securities Co.,Ltd. suggests that the IDC Industry is expected to enter a new cycle.
Jinwu Financial News | China Securities Co.,Ltd. stated that four cloud service providers in North America are maintaining a rapid growth trend in capital expenditures. Domestic cloud service providers are also expected to increase their capex plans, and recently, the leading domestic cloud service providers have announced the launch or deployment of DeepSeek, continuing to make significant progress in large models and applications. Alibaba is collaborating with Apple to develop AI features for the domestic iPhone. WeChat Search is enriching AI searches through the use of mixed large models and has recently officially begun gray testing for integrating DeepSeek. The three major telecom operators and various Industry-related Software/application companies have also announced their launches or deployments.
[Brokerage Focus] CITIC SEC: Bullish on the long-term revaluation and growth potential of Technology in China and even broader Assets.
Jingu Financial News | CITIC SEC Research Reports indicate that despite the significant recent gains of Chinese technology companies, looking at the extended historical cycle, the sector is still in the early stages of the AI era and at the beginning of the revaluation of Technology Assets in China. With the disillusionment of AI in the USA, China's AI is breaking through in narrow gaps. DeepSeek can be seen as the "Shangganling" of the Chinese technology field, achieving independent innovation and breakthroughs. However, this "battle" is far from over. From breakthroughs to leadership, from technological innovation to application implementation, from changing expectations to creating value, and from local low-quality competition to global high-quality development, there is still a long way to go for Chinese technology companies.
