Chinese assets are on a rapid rebound following the January 20 release of DeepSeek's R1 model. Since February, the $Hang Seng TECH Index (800700.HK)$ has jumped more than 19%, while the $NASDAQ Golden Dragon China (.HXC.US)$  has climbed over 11%.
Wall Street banks have issued optimistic reports on Chinese tech stocks, signaling potential revaluation.
Goldman Sachs analyst Kinger Lau published a report titled “AI Changes the Ga...