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

Fidelity increases its Shareholding in China Stocks, betting on the return of "animal spirits" and the AI craze.

Fidelity portfolio manager Taosha Wang stated that Fidelity International has increased its Shareholding in China Stocks and has given an overweight allocation. In addition to economic fundamentals and 'animal spirits,' exciting new AI tools like DeepSeek will also create opportunities.

wallstreetcnFeb 11 16:49

EY views China Stocks positively: the impact of tariffs is actually limited, and a turning point in growth is about to arrive.

① Andrew Swan, the head of Asian Stocks at Intesa Sanpaolo, is optimistic about the investment outlook for China Stocks, as the actual impact of Trump's tariffs is limited. ② Swan believes that the development of Technology and changes in economic models will have a greater impact on the investment return prospects in China; ③ He pointed out that the profitability of Chinese companies is currently at a historical low, and valuations are close to this level, so improving corporate profitability will lead to strong investment returns.

cls.cnFeb 10 23:46