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Wall Street is "looking ahead": China's Assets have shifted from "tradable" to "investable".
According to Bank of America, DeepSeek may become an important turning point similar to Alibaba's IPO in 2014, prompting global investors to reassess the value of Chinese Assets, likely stimulating a cluster effect of XINJINGJI enterprises, forming widespread optimism for economic growth, employment, and income, thereby attracting global long-term capital back to the Chinese market.
Hong Kong's Shares Mixed; Chip Stocks Surge -- Market Talk
Under the DeepSeek narrative framework, how to view the current trend of Hong Kong stocks? Multiple factors resonate, can they support a long-term bull market?
① The emergence of DeepSeek has reshaped the narrative of AI in China, bringing about a value reassessment for Chinese Technology stocks, with various factors combining to quickly revive the Hong Kong stock market; ② According to comprehensive interpretations by Institutions, the Hong Kong stock market may experience a fluctuating upward trend, likely continuing the valuation recovery and profit growth driven by multiple factors, making the mid to long-term upward potential worth looking forward to.
Hong Kong Stock Midday Review | Hang Seng Index fell 0.29% in the morning session while the chip Sector continued to strengthen.
Semiconductor stocks are performing strongly against the trend. Citigroup issued a report pointing out that SMIC and Huahong are optimistic about recent demand, mainly due to clients placing orders in advance because of tariff concerns, and benefiting from policy support.
HK Shares Open Lower
Hong Kong Shares Fall, Weighed by Consumer, Tech Stocks -- Market Talk