DeepSeek's Breakthrough Could Lead to Re-Rating of Chinese Stocks -- Market Talk-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Like
Comment
Favorite

DeepSeek's Breakthrough Could Lead to Re-Rating of Chinese Stocks -- Market Talk

Dow Jones2025-02-12

0918 GMT - The ripple effects of Chinese AI company DeepSeek's breakthrough may lead to a re-rating of Chinese stocks, according to Raymond Ma, Invesco's chief investment officer for Mainland China and Hong Kong. DeepSeek's R1 model is likely to directly benefit various sectors, including E-commerce, cloud services, AI smartphone and auto, he writes in a note. Its technology could also enhance productivity and boost revenue for many industries as well, he adds. Chinese equities are currently trading at 10X its earnings, a 55% discount to the U.S. market. "There is a strong case for potential re-rating, especially for Hong Kong-listed Chinese stocks, in which the valuation is much more attractive," Ma says. Opportunities for the re-rating of Chinese equities may arise when the market reassesses the country's innovative capabilities and corporate earnings growth after DeepSeek's breakthrough, he adds. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

February 12, 2025 04:18 ET (09:18 GMT)

Copyright (c) 2025 Dow Jones & Company, Inc.

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Like

Report

Comment

empty

No comments yet

Most Discussed

7x24

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/2510615323?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-02-12 17:18","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2510615323","market":"fut","top_or_hot":-1,"title":"DeepSeek's Breakthrough Could Lead to Re-Rating of Chinese Stocks -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0918 GMT - The ripple effects of Chinese AI company DeepSeek's breakthrough may lead to a re-rating of Chinese stocks, according to Raymond Ma, Invesco's chief investment officer for Mainland China and Hong Kong. DeepSeek's R1 model is likely to directly benefit various sectors, including E-commerce, cloud services, AI smartphone and auto, he writes in a note. Its technology could also enhance productivity and boost revenue for many industries as well, he adds. Chinese equities are currently trading at 10X its earnings, a 55% discount to the U.S. market. \"There is a strong case for potential re-rating, especially for Hong Kong-listed Chinese stocks, in which the valuation is much more attractive,\" Ma says. Opportunities for the re-rating of Chinese equities may arise when the market reassesses the country's innovative capabilities and corporate earnings growth after DeepSeek's breakthrough, he adds. (sherry.qin@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 12, 2025 04:18 ET (09:18 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>DeepSeek's Breakthrough Could Lead to Re-Rating of Chinese Stocks -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDeepSeek's Breakthrough Could Lead to Re-Rating of Chinese Stocks -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-02-12 17:18</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0918 GMT - The ripple effects of Chinese AI company DeepSeek's breakthrough may lead to a re-rating of Chinese stocks, according to Raymond Ma, Invesco's chief investment officer for Mainland China and Hong Kong. DeepSeek's R1 model is likely to directly benefit various sectors, including E-commerce, cloud services, AI smartphone and auto, he writes in a note. Its technology could also enhance productivity and boost revenue for many industries as well, he adds. Chinese equities are currently trading at 10X its earnings, a 55% discount to the U.S. market. \"There is a strong case for potential re-rating, especially for Hong Kong-listed Chinese stocks, in which the valuation is much more attractive,\" Ma says. Opportunities for the re-rating of Chinese equities may arise when the market reassesses the country's innovative capabilities and corporate earnings growth after DeepSeek's breakthrough, he adds. (sherry.qin@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 12, 2025 04:18 ET (09:18 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":null,"symbol_name":null,"start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2510615323","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2510615323","pubTimestamp":1739351880,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0918 GMT - The ripple effects of Chinese AI company DeepSeek's breakthrough may lead to a re-rating of Chinese stocks, according to Raymond Ma, Invesco's chief investment officer for Mainland China and Hong Kong. DeepSeek's R1 model is likely to directly benefit various sectors, including E-commerce, cloud services, AI smartphone and auto, he writes in a note. Its technology could also enhance productivity and boost revenue for many industries as well, he adds. Chinese equities are currently trading at 10X its earnings, a 55% discount to the U.S. market. \"There is a strong case for potential re-rating, especially for Hong Kong-listed Chinese stocks, in which the valuation is much more attractive,\" Ma says. Opportunities for the re-rating of Chinese equities may arise when the market reassesses the country's innovative capabilities and corporate earnings growth after DeepSeek's breakthrough, he adds. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{},"translate_title":"DeepSeek的突破可能导致中国股票重新评级——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{},"content_text":"0918 GMT - The ripple effects of Chinese AI company DeepSeek's breakthrough may lead to a re-rating of Chinese stocks, according to Raymond Ma, Invesco's chief investment officer for Mainland China and Hong Kong. DeepSeek's R1 model is likely to directly benefit various sectors, including E-commerce, cloud services, AI smartphone and auto, he writes in a note. Its technology could also enhance productivity and boost revenue for many industries as well, he adds. Chinese equities are currently trading at 10X its earnings, a 55% discount to the U.S. market. \"There is a strong case for potential re-rating, especially for Hong Kong-listed Chinese stocks, in which the valuation is much more attractive,\" Ma says. Opportunities for the re-rating of Chinese equities may arise when the market reassesses the country's innovative capabilities and corporate earnings growth after DeepSeek's breakthrough, he adds. (sherry.qin@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 12, 2025 04:18 ET (09:18 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":false,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}