China's Terrific Ten Are Beating Mag 7. Will the Current Momentum Carry On?
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.
Alibaba Earnings Preview: AI Surge and Turnaround Catalysts in Focus
Tencent Surges as It Integrates DeepSeek AI in WeChat; Alibaba, Baidu Dip
Does China's AI-Fuelled Tech Rally Have Legs?
Express News | Tencent-related stocks are set to open up as Tencent's Weixin App launches Beta Testing With Deepseek.
With the integration of DeepSeek, Tencent will also have to reassess.
Unleashing the explosive combination of "WeChat + DeepSeek."
Express News | Tencent Responds, Stating That While WeChat Search Is Utilizing Hunyuan LLM to Enhance AI Search, It Begins a Gradual Rollout of Integration with DeepSeek
WeChat + Deepseek: The turning point for consumer applications.
The depreciation cost of integrating WeChat with Deepseek is much lower than that of integrating with the equivalent model of OpenAI, which means that in most B2C scenarios, the cost of product trial and error is greatly reduced, allowing for coverage of more customers. It is believed that in the future, WeChat Agent will not only be a tool for improving efficiency but also a lever for building a content ecosystem and tool ecosystem.
Hot Streak Continues for China ADRs. Will Earnings Season Add Fuel to the Fire?
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
Alibaba Cloud has pressed the acceleration button for external expansion.
Iterative change.
Tencent Yuanbao integrates with Deepseek-R1 Full Version, supporting online search and consolidating information sources from official accounts.
① Tencent's Mixyuan App has officially integrated the DeepSeek-R1 model, and now the Mixyuan App supports both the Mixyuan model and the DeepSeek model simultaneously; ② The current competitive focus of AI companies is shifting from models to product applications.
Apple Teams Up With Alibaba for AI, Analyst Says Edge Device Integration Could Boost Growth
Express News | Cofounder and Chairman of Alibaba, Joseph Chung-Hsin Tsai, Formally Confirms Partnership with Apple. Alibaba's Hong Kong-listed Shares Rise 6%, and Its ADRs Up 5% in Overnight Trading.
Apple enters the market, re-evaluating Alibaba.
Important turning point.
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.