On February 6th, the first day of market opening in the Year of the Snake (February 5th), DeepSeek、 Concept stocks such as humanoid robots have shown strong performance. On the news front, during the A-share Spring Festival holiday, DeepSeek’s big model continued to be popular, and Yushu Robot also delivered a stunning performance in the Spring Festival Gala of the Year of the Snake. Several public and private equity fund insiders have stated that DeepSeek and humanoid robots, as important breakthroughs in artificial intelligence (AI) in terms of software and hardware, will greatly improve human productivity and change society and lifestyle. Technological progress will generate new demand, which is less affected by macroeconomic fluctuations, and the demand growth rate is relatively high. In 2025, the A-share market will be more inclined towards technological growth. (China Securities Journal)
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