DeepSeek Rally Creates More Winners in SaaS/IaaS Sectors
DeepSeek's breakthrough AI model has created huge demand for AI services at a more affordable price from enterprises and customers.SaaS and IaaS...
1.4k Views
Technically Speaking, Breakouts and Breakdowns: HONG KONG (February 11)
HK stocks gained momentum after the DeepSeek announcement. Kingsoft shares broke out to new highs after announcing that WPS had DAUs of 100mm. BYD...
546 Views
China's DRAM Ambitions. As A Convoluted & Tangled Web Unfolds, We Remain Resolutely Bearish.
Tensions created by the stalled US-China trade talks along with the recent US embargo on selling to Huawei has shone a spotlight once again on...
729 Views
The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (December 26)
Mainland investors are increasing their buying of HK shares after Trump's election win. Mainlanders bought a record HK$800B of shares this year and...
697 Views
The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (November 21)
Mainland investors buying in Hong Kong peaked after Trump won the election. Kingsoft beat consensus estimates for revenue and earnings. Precision...
517 Views