To The Moon

$Alibaba(BABA)$ $BIDU-SW(09888)$ $TENCENT(00700)$ $SUPER MICRO COMPUTER INC(SMCI)$ 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

🟩 🌟 **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

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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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

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

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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

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 $Microsoft(MSFT)$ , $Alphabet(GOOG)$ ,

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

$Baidu(BIDU)$ - 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

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Great job on deep seek. I will invest in deep seek

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：

🟩 🌟 **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

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

$Alibaba(BABA)$ $BIDU-SW(09888)$ $TENCENT(00700)$ $SUPER MICRO COMPUTER INC(SMCI)$ 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

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：

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

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 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 $Microsoft(MSFT)$ , $Alphabet(GOOG)$ ,

This week, Hong Kong stocks surged, with the $HSI(HSI)$ rising 7.04% and reclaiming the 22,000-point mark, approaching the highs seen during the National Day holidays!The Catalyst: DeepSeek Breaks the AI NarrativeThe key driving force behind the rally is DeepSeek, which has completely overturned the AI narrative. The idea that Chinese AI could only follow the U.S. has been shattered, and both domestic and international funds are reevaluating tech stock investments. UBS even stated that the rise in the Chinese stock market driven by DeepSeek has only completed half of its potential!Alibaba Leads the ChargeIn AI tech stocks, $BABA-W(09988)$ is leading the way. Not only did it launch the Qwen 2.5-Max AI mode

I. Chinese stocks have been on a continuous upward trend for a month, with Wall Street institutions turning bullishChinese stocks have been on an upward trajectory for nearly a month since January 13. The $iShares MSCI China ETF(MCHI)$ has seen gains for four consecutive weeks since mid-January, with a rise of over 4% since February, significantly outperforming other markets such as the United States and Japan.Market revaluation driven by technological breakthroughs: The launch of DeepSeek's breakthrough low-cost AI model has become a crucial catalyst for global investors to reassess Chinese assets. The model's high efficiency and open-source nature have been favored by many Chinese companies, fueling the popularity of related concepts and changin

The Hong Kong stock market has been strong, with $HSTECH(HSTECH)$ and $HSI(HSI)$ rising significantly after the Chinese New Year, outperforming $SHANGHAI SHENZHEN 300 INDEX(399300)$ This round of market and the September-October marketSimilaritiesDrivers: Both rounds were driven by sentiment.The September round was driven by a rapid shift in aggregate policy and expectations, which triggered high market sentiment and drove the Hang Seng Index sharply higher;This round, on the other hand, it was DeepSeek-induced sentiment on technology and China asset revaluation that drove the market upward.Funding Characteristics:In terms of fund flows, southward funds in the

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China's Terrific Ten Are Beating Mag 7. Will the Current Momentum Carry On? The $HSI(HSI)$   soared to its highest level since February 2022 last Friday. Despite ongoing volatility in U.S. tech stocks, the index has surged by 23.08% since the start of the year. Leading the charge are the 'Terrific Ten,' a group of major Chinese tech firms including $Tencent Holding Ltd.(TCEHY)$  , $Alibaba(BABA)$  , and $SMIC(00981)$  , which have outpaced the Magnificent 7 in gains since e

$Alibaba(BABA)$ Despite the market's volatility over the past month, Alibaba's stock has surged more than 23%. Several key catalysts have driven this rally, including developments around tariffs and the impact of DeepSeek on AI in China. However, investors will be looking for a tangible impact on Alibaba’s earnings from these factors. The company is set to report its Q4 earnings on February 20th, which will provide more clarity on its financial outlook. In today’s article, we’ll dive into all of this and more. Given the recent sell-off among large tech stocks, I’m considering adding to my positions in Google and Microsoft if their prices continue to decline. Google remains one of the most attractively valued companies within the “Magnificent Seven

Performance of Global Equity Indices(in US Dollar) Source: Bloomberg, Tiger Brokers DeepSeek Disrupts the Global AI Landscape, Computing Power Demand Continues to Rise—Where Will Future Opportunities Lie? Recently, DeepSeek launched China's first large model with inference capabilities on par with OpenAI, achieving this at less than one-tenth of the cost. This move has sparked widespread discussion within the industry, significantly boosting confidence in Chinese tech stocks while also causing major volatility in U.S. AI-related stocks. After two weeks of fermentation, the market has largely digested the DeepSeek event. Discussions surrounding computing power and NVIDIA have also reached a general consensus: demand for computing power will not decline but will continue to rise. At its

💰 U.S. market was shaken by Trump’s tariff, major indices taken down, while Chinese assets performed impressively.💹 $Oklo Inc.(OKLO)$ , $NuScale Power(SMR)$ , and $VNET Group(VNET)$ benefited from AI infra investments, nuclear and AIDC showing strong performance and continuing to strengthen.📣Stay tuned, supercharge purchasing power through CashBoost!| Market recapLooking back at last week, US stock indices saw slight declines. $S&P 500(.SPX)$ dropped by 0.24%, and $NASDAQ(.IXIC)$ fell by 0.53%, but both saw a smaller decline compared to the previous week.On Friday, Chinese a

$Baidu(BIDU)$ - 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

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.

So far this year, $HSTECH(HSTECH)$ has far outperformed $Invesco QQQ(QQQ)$ $NASDAQ 100(NDX)$ and Hong Kong stocks have rallied, are there still opportunities ahead?Core Driving FactorsStrengthened policy expectationsThe mainland's growth stabilization policies continue to increase (quota cuts, real estate relaxation, consumption promotion, etc.), coupled with the marginal easing of US-China relations, the market's risk appetite has improved significantly.The central economic work conference "seeking progress while stabilizing" tone to further consolidate economic recovery expectations.Global liquidity inflection point catalyzedFed rate hike cycle ends, 2024 rate

DeepSeek Leads the AI Wave, Institutions Bullish on the Chinese Stock Market In 2025, the AI technology field reached a significant milestone with the rise of DeepSeek. As a low-cost, high-performance, and open-source AI platform, DeepSeek quickly gained a foothold in the global AI market through its innovative technology. Its core technology drastically reduced inference costs and effectively enhanced the commercial viability of AI applications. According to the latest data released by DeepSeek, its inference costs are about 60% lower than GPT-4, and the processing speed for each inference has improved by over 50%. This technological breakthrough has made AI applications not just for large enterprises but also widely accessible to small and medium-sized businesses and emerging industries.

💰 U.S. stock markets are experiencing narrow fluctuations, with Nvidia gaining over 7% for the week, recovering from previous losses. DeepSeek has sparked a surge in Chinese assets.💹 $COHERENT(COHR)$, $Lumentum(LITE)$, and $Fabrinet(FN)$: Under Trump’s Stargate Project, demand for AIDC’s optical transceivers has surged sharply.📣Stay tuned, supercharge purchasing power through CashBoost!| Market RecapThe three major U.S. stock indices experienced narrow fluctuations, with the S&P 500 $S&P 500(.SPX)$ up by 0.36% and the Nasdaq $NASDAQ(.IXIC)$ up by 0.51%. Notably,