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Alibaba, NVIDIA Earnings Loom: DeepSeek's Impact Echoes in Options Market Signal？
Who Are China's AI Winners Post-DeepSeek? Goldman Sachs Picks 30 Firms
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.
Express News | The Hang Seng Index and Hang Seng TECH Index rise; DeepSeek-related stocks continue to climb.
The short-term differentiation of the DeepSeek Concept may continue, focusing on the rotation opportunities between high and low in AI.
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China's Terrific Ten Are Beating Mag 7. Will the Current Momentum Carry On?