Goldman Sachs introduces new AI investment framework for China stock market after DeepSeek-driven revaluation
Tech innovation alone can’t resolve China’s structural economic imbalances, cyclical deflationary pressures, reinforces preference for supply-side policies – Morgan Stanley
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
