中国人工智能初创公司DeepSeek发布令人惊艳的AI大模型后，重新点燃了投资者对中国股票的热情，盖过了中美贸易争端和经济复苏不稳引发的担忧。科技股的上涨为低估中国科技行业增长潜力的投资者敲响警钟，并促使人们重估曾遭重创的股市。部分人士认为，目前此次中国股票或将出现更持久的反弹。DeepSeek's impressive performance has ignited global investors' optimistic expectations regarding China's constantly enhancing AI capabilities, and this positive sentiment has also spread to the Hong Kong stock market, continuing the recent upward trend.
DeepSeek's impressive performance has ignited global investors' optimistic expectations regarding China's constantly enhancing AI capabilities, and this positive sentiment has also spread to the Hong Kong stock market, continuing the recent upward trend.
On Friday,$Hang Seng China Enterprises Index (800100.HK)$it rose throughout the day, and as of the time of writing, the increase reached 3.4%, close to the peak created after the stimulus measures introduced by the Chinese government in October last year. $XIAOMI-W (01810.HK)$ 、 $TENCENT (00700.HK)$ and $MEITUAN-W (03690.HK)$Contributed the most to the rise in stock prices.
The impressive AI model released by the Chinese AI startup DeepSeek has reignited investor enthusiasm for Chinese Stocks, overshadowing concerns caused by the US-China trade dispute and unstable economic recovery. The rise in Technology stocks serves as a wake-up call for investors who underestimated the growth potential of China's Technology Industry and has prompted a reassessment of the previously devastated stock market. Some believe that a more lasting rebound in Chinese Stocks may occur now.
Deutsche Bank stated that the ongoing technological advances in China represent a 'Satellite moment', while a trader report from Goldman Sachs noted that hedge funds are significantly buying Chinese Stocks, almost entirely driven by long-term purchases.
Bullish investors expect the Chinese government to introduce further stimulus measures at the Two Sessions held in March to help maintain upward momentum in the market. Increasing policy support is crucial in the current situation.
So far, the Hang Seng China Enterprises Index has risen by more than 11% in 2025, making it one of the best-performing indices in Asia. It is approximately 2% away from the peak in October of last year, and once it breaks through, it will drive the Index to its highest level since February 2022.
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