Core AI Assets in Hong Kong Stocks: The Three Giants of MAT.

Currently, the domestic companies with advantages in these three areas include Deepseek, ByteDance, "Xiaomi + Kingsoft Cloud", Alibaba, and TENCENT, with the latter three being Hong Kong-listed companies, collectively referred to as MAT.

Zhitong Finance17:15

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

Xiaomi Autos personnel changes: Vice President Yu Liguo is responsible for the Intelligent Manufacturing Department and factories, while Yu Kai serves as the General Manager of the Product Department.

On February 15, according to Sina, Xiaomi Autos recently underwent personnel adjustments, involving several executives including Yu Liguan, Vice President of the Autos Department, and Huang Zhenyu, Vice President of the Autos Department. Among the changes, Yu Liguan has been appointed to oversee the Intelligent Manufacturing Department, factories, and the Operation System Department, while Huang Zhenyu continues to serve as General Manager of the Supply Chain Department and the Quality Department. Additionally, Yu Kai has been appointed as General Manager of the Product Department, and Liu Li has been appointed as General Manager of the Intelligent Cockpit and App Department.

Gelonghui FinanceFeb 15 17:57

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

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.

cls.cnFeb 15 16:05