On February 11th, the DeepSeek craze has swept across the globe in recent times. At the same time as the technology leaders in the US stock market experienced a sharp adjustment, Chinese assets represented by US concept stocks and Hong Kong stocks rose against the trend, with significant increases in stock prices of individual stocks such as Kingsoft Cloud, Tencent, and Alibaba. Since the opening of the Year of the Snake, A-share technology stocks have also performed exceptionally well, with strong gains in sectors such as computing power, robotics, semiconductors, gaming, and innovation. Multiple domestic and foreign institutions believe that the emergence of the domestically produced Chinese model DeepSeeker R1 has triggered a reassessment of the value of Chinese assets, especially Chinese technology stocks, by global capital. DeepSeeker R1 not only narrows the technological gap between China and the United States in the field of artificial intelligence, reduces computing power costs, but also reshapes the global competition landscape of the AI industry, promoting technological innovation and popularization. In the A-share and Hong Kong stock markets, technology leaders actively investing in artificial intelligence are expected to benefit from the investment boom brought by DeepSeek. (Shanghai Stock News)
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