EVS NikkoAM-StraitsTrading MSCI China Electric Vehicles and Future Mobility ETF
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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.
BYD promotes "smart driving equality," with multiple car manufacturers responding that they can "take it," and the upstream Industry Chain becoming the benefactor.
① BYD promotes "Intelligent Driving Equality," relying on the "Eye of God" system to lower the prices of high-speed NOA models. ② Multi-brand stores believe the impact is not great, as BYD's intelligent driving started late, and the experience may lag behind, but it will impact the joint venture vehicle market. ③ BYD's strategy has resulted in an increase in orders along the Industry Chain, but it also brings production capacity pressure and cost requirements, while the profit margin of the supply chain remains to be observed.
After leading Qinghai Salt Lake Industry for 5 years, Ren Hongwei resigns as Chairman, with the controlling shareholder recommending a new Director candidate | Quick Announcement
① Qinghai Salt Lake Industry announced that Ren Hongwei has applied to resign from the position of director of the Ninth Board of Directors, also resigning as Chairman, while Wang Xiangwen has resigned from the position of President but remains a director; ② On the same day, Qinghai Salt Lake Industry announced the recommendation of Mr. Hou Zhaofei as a candidate for the company's Ninth Board of Directors; Hou Zhaofei is currently the Chairman of Minmetals Salt Lake, Secretary of the Party Committee, and a member of the Party Committee and Deputy General Manager of China Salt Lake Group.
U.S. Stock Market Preview | Retail data falls short of expectations! High-performing stocks soar in pre-market trading, Airbnb and Roku rise over 14%; Chinese concept stocks and ETFs celebrate wildly, Kingsoft Cloud increases over 15%, YINN rises over 8%.
Accelerating AI localization! Reports indicate that Apple plans to introduce a domestic version of Apple Intelligence before the middle of the year; it is said that Arm will launch self-developed chips, having already secured Meta as one of its first customers; Wells Fargo & Co: the USA economy is expected to grow strongly this year, but the S&P 500 is unlikely to continue the "myth" of more than 20% growth for three consecutive years.
Is the autopilot craze causing panic among predecessors?
The user has decided to wait a bit longer.
Hot discussion: Hong Kong stocks have surged across the board! The technology index has reached a new high in nearly three years, what should be focused on next?
Starting next week, Alibaba, Bilibili, and several other star Network Technology stocks will release their latest quarterly earnings. The Capital Markets are once again focusing on Chinese concept stocks; will this earnings season bring surprises to the market.
Hong Kong stock intelligent driving Concept stocks have surged again! Many car companies have announced their integration with DeepSeek, is a big cycle in the Autos Industry coming?
Analysts point out that the integration of DeepSeek will accelerate the intelligent transformation of the automotive industry. Its open-source characteristics and lower computing power requirements make it easier for auto companies to apply AI technology in areas such as smart cockpits and autonomous driving, enhancing the intelligence level of vehicles and providing passengers with a better travel experience, thus driving the entire industry to accelerate towards smart transformation.
"The elephant dances," BYD welcomes a historical moment! Multiple stocks with a Market Cap of over 100 billion have reached new highs this year.
Several stocks with a Market Cap of over one hundred billion have hit new highs this year. In terms of Market Cap, Industrial And Commercial Bank Of China and Bank Of China rank at the top, with BYD in third place. In terms of increase, Beijing Enlight Media leads with a rise of 267.9% this year.
The next big opportunity? The Siasun Robot&Automation track is strongly supported by Goldman Sachs, with related Hong Kong stocks soaring by as much as 90% this year!
In the past few years, hardware manufacturers represented by NVIDIA have dominated the golden period of AI investment, but as global computing power infrastructure gradually improves, the market focus has begun to shift towards how to transform AI technology into actual productivity. Among them, the robotics sector, which is expected to benefit from AI, has received "special mention" from Goldman Sachs.
The turning point of the Q&M Dental intelligent driving era is approaching, and BYD's A-share stock price has reached a historical high!
Citi pointed out that ADAS and autonomous driving are key investment themes this year, and the increase in ADAS penetration will drive growth in BYD's electric vehicle business revenue, with recent stock prices partially reflecting expectations.
DeepSeek has emerged, and Chinese Technology stocks have surged! Citibank: the market is not yet overheated.
Citigroup Analyst believes that since the beginning of the year, the QITABANKUAI in China has indeed seen an increase in congestion, primarily due to the rise of technology stocks, which has boosted overall valuations and improved market sentiment. However, if excluding the weight stock Xiaomi Group, it can be found that although the QITABANKUAI in China has a higher congestion compared to other sectors, it is still not the most congested sector, indicating that this sector has not yet overheated.
Finance Associated Press Venture Capital: In January, financing in the Carbon Neutrality sector totaled 1.61 billion yuan, a decrease of 95.03% month-on-month. Li Chuang Autos Electronics completed its first round of financing of nearly 0.5 billion yuan.
According to data from the China Finance Association's Venture Capital platform, in January, there were a total of 69 private equity investment events in the domestic Carbon Neutrality sector, a decrease of 28.13% from 96 events last month; The total disclosed financing amounted to approximately 1.61 billion yuan, down 95.03% from 32.404 billion yuan last month.
UBS Group has provided a list of benchmark companies for Chinese and American Technology firms: in addition to Xiaomi and Li Auto benchmarking against Tesla, there are also these companies worth paying attention to!
In this report, UBS Group provides a detailed list of AI-related companies for comparison, along with valuation comparisons. This list covers multiple sectors, including Hardware, Software, Internet, and Autos.
Breaking! BYD Concept stocks officially announce strategic cooperation surrounding eVTOL and other areas | Post-market announcement highlights.
CHINA TELECOM: On February 20, the lockup period for restricted shares, accounting for 62.7% of the company's total share capital, expired and they were listed for trading.
Invesco is bullish on China Stocks: DeepSeek will bring about a revaluation of value, and these Industries will particularly benefit.
Invesco believes that the current valuation of Stocks in China is only 10 times PE, which is discounted by 55% compared to US stocks, indicating significant potential for upward movement.
UBS Group provided a benchmark list: Cambricon compared to NVIDIA, Xiaomi compared to Tesla, Semiconductor Manufacturing International Corporation compared to Taiwan Semiconductor...
UBS Group stated that the valuation of Cambrian is three times higher than that of NVIDIA, while the valuations of Xiaomi and Li Auto are 80% and 90% lower than that of Tesla, respectively. The valuation of Semiconductor Manufacturing International Corporation is 15% lower than that of Taiwan Semiconductor.
Low interest rates, even 0% interest! Huawei enters the battlefield, electric vehicle competition intensifies, and the next trend is already clear.
Electric vehicle promotion has been upgraded.
Daily Bull and Bear | The Hang Seng Index night futures surge past 22,000 points! The heavy zone for bull certificates moves up to 21,300 points; Alibaba rises over 8%, with many call options making nearly double profits.
As of the market close, the total market turnover was 287.163 billion Hong Kong dollars, with all warrants and callable bull/bear certificates combined turnover of 17.64 billion Hong Kong dollars, accounting for 6.1% of the total market turnover, with the proportion of good positions at 3.4% and the proportion of short positions at 2.7%. The net Outflow of all warrants was 0.304 billion Hong Kong dollars.
Regions are 'gobbling up' the low-altitude economy, and the Industry is expected to welcome a period of rapid development.
① The first meeting of the Jiangsu Province Global Strategy XINXINGCHANYE Mother Fund for Spring 2025 was successfully held on the 12th, with the signing of the Jiangsu Wuxi Low-altitude Economy and Aerospace Industry Special Mother Fund (tentative name) with a scale of 2 billion yuan. ② According to data from the Civil Aviation Administration of China, by 2025, the market size of China's low-altitude economy is expected to reach 1.5 trillion yuan, and by 2035, it is expected to reach 3.5 trillion yuan, with the low-altitude economy poised for a rapid development period.
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.