DeepSeek's rise is the catalyst that will prompt global investors to allocate more to Chinese stocks, even as economic worries persist, analysts predict.
DeepSeek's rise is the catalyst that will prompt global investors to allocate more toward Chinese stocks, even as economic worries persist, analysts predict. "Before the overarching talk was, China is uninvestible. … Now you definitely see people start thinking it probably helps to have China ," said Liqian Ren, leader of quantitative investment at WisdomTree.
analysts on Feb. 6 raised their revenue estimates for Xiaomi partly on expectations of better smartphone and connected home appliance sales. They pointed out that Xiaomi has an in-house AI large model team and strategic cooperation with Kingsoft Cloud and AI startup MiniMax.
analysts said, referring to on-device AI. More interest outside the state sector Chinese stocks still face U.S. tariff uncertainty, and questions remain about how quickly the world's second-largest economy can grow this year without sufficient support. WisdomTree's Ren cautioned that China investors might face "very painful" periods due to the barrage of headline-driven volatility.
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