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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.
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.
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.
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.
JPMorgan's Algo assessment: How should Alibaba be re-evaluated?
Analysts believe that Alibaba's stock price still has further room to rise. Based on the average valuation multiple of 6.5 times for USA SaaS companies, Alibaba Cloud's value could reach 115 billion USD, increasing the company's overall valuation to 320 billion USD, which allows for a further 14% increase in stock price. If calculated with Microsoft's 10.5 times, the upward valuation driven entirely by Alibaba Cloud could bring up to a 39% increase in stock price.
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.