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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.
LINE Yahoo, Furukawa Electric, etc. (additional) Rating.
Upgraded - Bullish Code Stock Name Securities Company Previous Change After ------------------------------------------------------------- <4041> Nisso Chemical Daiwa "3" "2" <9531> Tokyo Gas Mizuho "Hold" "Buy" Downgraded - Bearish Code Stock Name Securities Company Previous Change After ------------------------------------------------------------
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.
Track the entire lifecycle of the main Sector.
February 18 [Today's Investment Strategy]
[Fisco Selected Stocks]【Material Commodity】 PEA <4766> 290 yen (2/17) Operates the job information Broadcasting 'Job Post', staffing and recruitment, childcare business ETC. Announced financial results for the fiscal year ending December 2024. Operating profit is 0.067 billion yen (up 12.7% year-on-year). The previous Financial Estimates were 0.1 billion yen. The expansion of the customer base did not proceed as expected. Operating profit for the fiscal year ending December 2025 is expected to be 0.135 billion yen (2.0 times year-on-year). The product competitiveness is supported by collaboration with major job Broadcasting.
