Ride DeepSeek Wave: Which China Stocks Will Outperform?

The Hang Seng Index continued its upward momentum on February 14. After DeepSeek's surge, Chinese assets have shown remarkable potential, with several major institutions raising their forecasts for Chinese stocks. According to reports, next week, Chinese leaders will meet with business executives like Alibaba's Jack Ma, Tencent's Pony Ma, and Xiaomi's Lei Jun. ------------------- Will Chinese stocks continue to rise next week? Which Chinese companies do you think have lower valuations and a higher rebound potential? Would you bet on ETFs or individual stocks?

$Alibaba(BABA)$ $BIDU-SW(09888)$ $TENCENT(00700)$ $SUPER MICRO COMPUTER INC(SMCI)$ The rise of DeepSeek AI could drive gains in China’s tech sector. Baidu (BIDU) and Alibaba (BABA), with strong AI infrastructure and cloud capabilities, stand to benefit from increased AI adoption. Tencent (0700.HK)’s dominance in social media and gaming creates opportunities for AI-driven user engagement and monetization. SMIC (0981.HK) and Hua Hong Semiconductor (1347.HK) could gain from higher AI chip demand. Government support f

China's Turn to Shine? | 🦖 #TheInvestingIguana EP749

🟩 🌟 **US Markets Stall: Where to Invest Next?** 🌟 Join Iggy from The Investing Iguana as we dive into the shifting global market landscape, shedding light on what the recent stall in US markets means for your portfolio. Is China’s market emerging as the next big opportunity? This video is packed with insights on diversification, financial analysis, and smart investment strategies designed to keep you ahead. 💼 **Key Takeaways:** - The US market’s exceptional run is slowing due to domestic uncertainties and shifting investor sentiment. - China is stepping into the spotlight with groundbreaking AI advancements, more attractive stock valuations, and improving fundamentals. - Discover how Hong Kong tech stocks and high-yield Chinese investments might offer near-term opportunities. 📊 Whether you
China's Turn to Shine? | 🦖 #TheInvestingIguana EP749
avatarMkoh
03-11
Alibaba Why it might outperform: Alibaba has been a focal point for investors due to its dominant position in e-commerce and cloud computing.  Analysts, like those from Goldman Sachs (October 2024), have raised price-to-earnings targets for MSCI China companies, suggesting stocks like Alibaba could benefit from policy support and undervaluation (forward P/E around 9.07 as of mid-2024). KraneShares also emphasized internet companies as potential outperformers in their 2025 outlook. Risks: Regulatory pressures and competition remain concerns, but its low valuation might attract contrarian investors.
$TENCENT(00700)$ $Alibaba(BABA)$ $SMIC(00981)$ With DeepSeek making waves in the AI space, investors are looking for the next big winners in China’s market. Tech and cloud computing giants, semiconductor players, and even AI-driven applications could see strong tailwinds. Companies like Tencent and Alibaba, with their massive data ecosystems, stand to benefit, while chipmakers such as SMIC could gain from increased AI demand. The question is, will the market reward these names, or are there hidden gems poised for even bigger gains? Which Chinese stocks do you think will outperform i
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02-24
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Changes in Chinese assets! How to Play Bear Spread?

Recently, Wall Street's bullish voices on Chinese assets have gradually increased. With the breakthrough progress of DeepSeek causing a sensation in the global market, many investment banks on Wall Street have recently held a more optimistic view on China's stock market.Liu Jinjin, chief China equity strategist at Goldman Sachs, and his team predict that China's stock market is expected to rise further after the recent strong rise as the birth of DeepSeek triggers people's optimism about China's technological progress. The Goldman Sachs team raised the target of the CSI 300 Index for the next 12 months from 4,600 points to 4,700 points, with an upside of 19%. Goldman Sachs believes that the emergence of DeepSeek R1 and other Chinese artificial intelligence models has changed the narrative
Changes in Chinese assets! How to Play Bear Spread?

DeepSeek's MOAT Helping Which Chinese ADR Stocks?

In the fast-paced world of artificial intelligence (AI), companies are constantly seeking ways to build a competitive advantage, or what's often referred to as a "moat." DeepSeek, a Chinese AI company, has recently emerged as a formidable player, challenging the dominance of established giants like Google and OpenAI. But what exactly is DeepSeek's moat, and how does it set them apart? A Unique Approach to AI Development DeepSeek's moat can be attributed to a combination of factors, including their unique approach to AI development, their focus on efficiency, and their commitment to open-source collaboration. Efficiency as a Key Differentiator One of DeepSeek's most notable achievements is their ability to develop cutting-edge AI models at a fraction of the cost compared to their competitor
DeepSeek's MOAT Helping Which Chinese ADR Stocks?
avatarKJH81
02-20

Tiger Weekly Insights: 2025/02/10—2025/02/16

I. Performance and Valuation of Global Equity Indices Data Source: Bloomberg, Complied by Tiger Brokers II. Key Market Themes i. Greater China Tech Stocks Surge—Is It Too Late to Invest? Recently, driven by DeepSeek’s impact, the Greater China technology sector has experienced a significant rally. Since February, the Hang Seng Tech Index has surged over 15%, with Alibaba leading the charge, rising nearly 40% in just half a month. Additionally, trading volume in the Hang Seng Tech Index has surged, exceeding HKD 1 trillion in just two weeks. If this trend continues, February’s total trading volume could reach a historic high. Despite the rally, Greater China tech stocks remain undervalued. Current data shows that the Hang Seng Tech Index’s P/E ratio
Tiger Weekly Insights: 2025/02/10—2025/02/16

💰DeepSeek’s Rise Boosts AI-Cloud Fusion: Top 5 Cloud ETFs Soar

DeepSeek Drives Growth in Cloud Services and Data CentersRecent Developments:DeepSeek's Global Expansion: Major Chinese cloud platforms, including $Baidu(BIDU)$ Cloud, Huawei Cloud, $Alibaba(BABA)$ Cloud, and $Tencent Holding Ltd.(TCEHY)$ Cloud, have recently integrated DeepSeek's large language model. This move not only marks a significant leap in AI technology but also signals a broader future for enterprise-level intelligent applications.Global Cloud Giants' Investment Plans: Overseas cloud service giants such as $Microsoft(MSFT)$ , $Alphabet(GOOG)$ ,
💰DeepSeek’s Rise Boosts AI-Cloud Fusion: Top 5 Cloud ETFs Soar

US Tiger Research: IQ, Maintain HOLD and $2.5 PT

iQIYI, Inc. (IQ, HOLD) - 4Q In Line; 2025 Growth Outlook Uncertain; Full report download: Click here to view or download the PDF fileWe are maintaining our HOLD rating and $2.5 PT after IQ reported largely in-line but declined revenue and profits. By segment, membership revenue declined 15% y/y (vs. -13% in 3Q), likely due to lower subscribers (IQ does not disclose sub count anymore) due to a lighter content slate. 4Q advertising revenue declined 13% y/y (vs. -20% in 3Q). Due to declined revenue, 4Q's non-GAAP operating margin also declined to 6%, from 12% a year ago. 4Q's operating
US Tiger Research: IQ, Maintain HOLD and $2.5 PT

US Tiger Research: BIDU, Maintain BUY but Decrease PT to $118

$Baidu(BIDU)$ - 4Q Mixed; Growth and Margins to Gradually Improve in 2025; —Tigertrade ResearchFull report: Click here to view or download the PDF fileWeekly chart We are maintaining our BUY rating but decreasing PT to $118 (was $120) after $Baidu(BIDU)$ reported mixed 4Q results with revenue above but profits below consensus.Baidu Core ad revenue declined 7% y/y, vs. -5% in 3Q, as macro remained weak and more search results are now AI generated, which is not monetized. Specifically, 22% of search result pages now contain generated content, up from last reported 20%. Mgmt. believes AI transformati
US Tiger Research: BIDU, Maintain BUY but Decrease PT to $118
Good
Great job on deep seek. I will invest in deep seek

💰China ETFs Leads in 2025, Ride the New Era of China Investment Now

Deepseek unlocks a New Era of China Investment Under the leadership of Deepseek, the China investment market is witnessing unprecedented opportunities. From the rise of emerging technologies to the transformation of traditional industries, immense wealth potential lies within. Stay ahead of the trend, make precise investments, and join us in writing a new chapter of wealth creation!Top 5 China assets ETF winners : Performance Speaks for Itself$Direxion Daily FTSE China Bull 3X Shares(YINN)$ +46.13% in 2025: Soaring ahead with remarkable potential.YINN is a China-focused ETF that captures the growth of the country's consumer sector, driven by its expanding middle class and increasing domestic consumption.Top 5 holdings:
💰China ETFs Leads in 2025, Ride the New Era of China Investment Now
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