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?

avatarJimmyHua
2025-03-18
$Alibaba(BABA)$ $BIDU-SW(09888)$ $TENCENT(00700)$ $SUPER MICRO COMPUTER INC(SMCI)$ 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
avatarJimmyHua
2025-03-04
$TENCENT(00700)$ $Alibaba(BABA)$ $SMIC(00981)$ 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
avatarMkoh
2025-03-11
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.
avatar非一般股民
2025-02-27
buy hold
avatarpay to win
2025-02-25
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avatarpay to win
2025-02-25
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avatar2024贏
2025-02-25
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