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.

wallstreetcn29minutes ago

Does China's AI-Fuelled Tech Rally Have Legs?

Bloomberg22:48 ET

DeepSeek Optimism Has Investors Rerating Chinese Tech Stocks

WSJ21:25 ET

CITIC SEC: DeepSeek integrates Hardware and application ecosystems, benefiting from BC-side applications and computing infrastructure.

The popularity of DeepSeek continues to spread, with the domestic Hardware ecosystem and application ecosystem continuing to converge around DeepSeek. Management Software leads the way, with various applications consistently integrating and continuously transforming and upgrading their own scenarios and products, while multi-cloud jointly promotes the implementation of Agents.

Zhitong Finance20:03 ET

Tencent (00700) responds to how the integration of WeChat with DeepSeek will generate investment opportunities by expanding the ecosystem.

On February 14th, TENCENT's stock price rose by 7.42%, with a total trading volume reaching 34.5 billion Hong Kong dollars, marking the largest single-day increase in over a year.

Zhitong FinanceFeb 16 04:17 ET

Core AI Assets in Hong Kong Stocks: The Three Giants of MAT.

Currently, the domestic companies with advantages in these three areas include Deepseek, ByteDance, "Xiaomi + Kingsoft Cloud", Alibaba, and TENCENT, with the latter three being Hong Kong-listed companies, collectively referred to as MAT.

Zhitong FinanceFeb 16 04:15 ET