Weekly Outlook | A crucial week for China Assets is coming! Earnings Reports from Chinese concept stocks like Alibaba are set to be announced; the Federal Reserve's meeting minutes are about to be released; Musk will officially announce the new generation

The number of initial jobless claims in the USA for the week and the February S&P Global PMI data will be released soon; the US stock market will be closed for one day on Monday; the Hang Seng Index Company will announce the results of the fourth quarter Hang Seng Index quarterly review on Friday, February 21, 2024.

Futu News18:18

Under the drive of Technology leaders, how hot is the AI theme now?

①Currently, the sentiment in the A-share market is active, with high trading enthusiasm in the TMT and Machinery Industry driven by themes such as DeepSeek and humanoid robots. ②Drawing a comparison to the seven major companies in the US stock market, this round of China's Technology market is also driven by certain leading technology companies, and the trading enthusiasm is at a high level. ③Currently, the spring market is underway, and Technology is the main theme under the AI wave, focusing on the China version of the "M7" Concept.

Haitong strategy15:27

Just the beginning? The value of DeepSeek: China's stock market increased by 1.3 trillion dollars, while India's stock market experienced an Outflow of 720 billion dollars.

In the past month, Global hedge funds have surged into the Chinese stock market at the fastest pace in months, while the Indian stock market recorded the largest capital outflow in history during the same period. Analysts believe that DeepSeek's breakthrough provides a "just right narrative pivot" for capital to flow back, and the tactical long window has already opened.

wallstreetcn10:20

Late night bombshell! WeChat integrates DeepSeek: Tencent officially responds that it is in grayscale testing, and the full version of model R1 can be used for free.

WeChat Search has officially begun gray testing with DeepSeek while utilizing the Hunyuan large model to enrich AI search.

ithome09:56

WeChat + Deepseek: The turning point for consumer applications.

The depreciation cost of integrating WeChat with Deepseek is much lower than that of integrating with the equivalent model of OpenAI, which means that in most B2C scenarios, the cost of product trial and error is greatly reduced, allowing for coverage of more customers. It is believed that in the future, WeChat Agent will not only be a tool for improving efficiency but also a lever for building a content ecosystem and tool ecosystem.

wallstreetcn09:11

CITIC SEC: DeepSeek, currently an investment catalyst in the AI Industry Chain.

CITIC SEC: Bullish on the growth of domestic computing power demand, the continuous expansion of AI+ application scenarios, and the ongoing increase in the popularity of edge AI and other related investment opportunities.

CITIC SEC ResearchFeb 15 16:37