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

Nervousness or attention to HSBC HOLDINGS manufacturing PMI, etc.

This week's outlook from February 17 to February 21: SENSEX 30 may be nervous, focusing on HSBC HOLDINGS Manufacturing PMI etc. The February HSBC HOLDINGS Manufacturing Purchasing Managers' Index (PMI, preliminary) is scheduled to be released this week, and volatile price movements are anticipated. In terms of support and resistance, ongoing expectations for additional monetary easing continue to provide support. Additionally, the recent decline has increased value sensitivity, and there may be active movements to pick up lower prices. On the other hand, if foreign investors continue to Sell, there may be further declines.

Fisco Japan08:27

In the fourth quarter of last year, both Buffett and Li Lu did not sell Apple, while Duan Yongping was selling Apple while increasing his holdings in PDD Holdings.

Duan Yongping has reduced his Hold Positions in Apple and increased his investment in PDD Holdings (the Market Cap held at the end of last year already exceeded 0.7 billion dollars); like Buffett, he continues to buy Occidental Petroleum, buying more as it falls, but in the fourth quarter, Duan Yongping has increased his Shareholding significantly.

Intelligent InvestorFeb 15 18:23