Alibaba, NVIDIA Earnings Loom: DeepSeek's Impact Echoes in Options Market Signal？

Options Newsman15minutes ago

Who Are China's AI Winners Post-DeepSeek? Goldman Sachs Picks 30 Firms

Moomoo News Global08:44 ET

US Morning News Call | Musk Launches Grok-3 AI Chatbot, Competing with OpenAI and DeepSeek

Moomoo Breakfast US07:18 ET

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

After 28 days of explosive growth, the banking industry's "DeepSeek moment" raises three questions: Will CSI Information Security Index be the biggest obstacle?

① The biggest obstacle to the large-scale application of DeepSeek is still the CSI Information Security Index issue. Currently, Banks are generally "waiting" and observing the attitude of financial regulatory bodies towards DeepSeek. ② From a cost perspective, DeepSeek will indeed be more Bullish for small and medium-sized Banks in the early stages. However, when considering customer numbers, asset scale, and data quality, large Banks undoubtedly have more advantages.

cls.cn01:08 ET

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

Moomoo 24/721:00 ET