With intense competition for capital, can AI usher in a bull market? The latest assessment from fund managers.

Recently, Concept stocks such as AI, humanoid Siasun Robot&Automation, and Semiconductors have seen significant fluctuations, with capital noticeably accelerating its rotation among the Sectors, especially with the AI bull market sparked by the DeepSeek concept, leading to intense capital speculation.

Securities TimesFeb 19 17:16

Latest statement! Pan Gongsheng: The Chinese government will implement a more proactive fiscal policy and moderately accommodative MMF policy, strengthening the counter-cyclical adjustment of macroeconomic policies.

On February 16, 2025, Pan Gongsheng, the Governor of the People's Bank of China, was invited to attend a seminar on Emerging Markets jointly hosted by the International Monetary Fund (IMF) and Saudi Arabia, where he delivered a keynote speech.

Securities TimesFeb 18 23:48

Bank of America: DeepSeek is the "Alibaba IPO moment" for the China stock market.

Bank of America stated that Alibaba's listing in 2014 propelled the rise of China's XINJINGJI Sector, attracting Global long-term capital Inflow. DeepSeek may become the current 'Alibaba IPO moment' for the Chinese stock market. The 'Holy Grail' of AI development in China does not necessarily have to be the 'best in class,' but should be 'good enough' to support large-scale AI applications in China, driving productivity growth and economic growth.

wallstreetcnFeb 12 23:39

2024 Outlook for the performance of overseas Chinese-funded stocks: Insurance and Autos leading the way, with Technology and AI becoming new highlights.

① Under the catalyst of policies, the profitability growth of the Autos and home appliances Sector is significant, but external competition is intensifying. Can the profitability growth of these Sectors continue in the future? ② The Analyst from China International Capital Corporation predicts that the profit growth rate of overseas Chinese-funded stocks in 2024 will be higher than the market consensus. Is this optimistic expectation overly reliant on the performance of leading companies?

cls.cnFeb 12 15:27

Wall Street is singing praises for the Chinese stock market! JPMorgan, Morgan Stanley, and UBS Group have joined the Call.

The Chinese stock market has received a bullish outlook from Wall Street strategists, who stated that the strength of new AI technology will help sustain the bull market.

Zhitong FinanceFeb 12 14:18

Goldman Sachs Research: Global hedge funds are buying up Stocks in China, with billionaires heavily investing in China's Internet giants.

Goldman Sachs stated in a report that for most of this year, Global hedge funds have been aggressively purchasing China Stocks, and with the emergence of the local AI startup DeepSeek, their buying pace has accelerated over the past week, sparking investor enthusiasm.

FX168Feb 11 17:36