The Hong Kong stock market has been strong, with $HSTECH(HSTECH)$ and $HSI(HSI)$ rising significantly after the Chinese New Year, outperforming $SHANGHAI SHENZHEN 300 INDEX(399300)$ This round of market and the September-October marketSimilaritiesDrivers: Both rounds were driven by sentiment.The September round was driven by a rapid shift in aggregate policy and expectations, which triggered high market sentiment and drove the Hang Seng Index sharply higher;This round, on the other hand, it was DeepSeek-induced sentiment on technology and China asset revaluation that drove the market upward.Funding Characteristics:In terms of fund flows, southward funds in the
Ride DeepSeek Wave: Which China Stocks Will Outperform?
The Hang Seng Index continued its upward momentum on February 14. After DeepSeek's surge, Chinese assets have shown remarkable potential, with several major institutions raising their forecasts for Chinese stocks. According to reports, next week, Chinese leaders will meet with business executives like Alibaba's Jack Ma, Tencent's Pony Ma, and Xiaomi's Lei Jun. ------------------- Will Chinese stocks continue to rise next week? Which Chinese companies do you think have lower valuations and a higher rebound potential? Would you bet on ETFs or individual stocks?
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