Goldman Sachs introduces new AI investment framework for China stock market after DeepSeek-driven revaluation
Supply chain tech platform SY Holdings (6069.HK) hit highest since Sept 2021 on expected AI application
Jefferies raises targets prices for Tencent and Alibaba, expects WeChat to become AI Super App or AI Agent
Some AI sub-sectors show signs of short-term overheating, areas like telecom operators, optical modules, GPUs remain cost-effective – research
Hong Kong Stock rally driven by optimistic sentiment towards tech, recommends taking profits and watching market direction at 23,000 – 24,000 – CICC
