Does DeepSeek lead the reconstruction of valuations for China's technology stocks? Foreign investors: the focus has shifted from risk to potential.
① Market observers believe that the emergence of DeepSeek has led overseas investors to reevaluate the potential and valuation of AI in Chinese Internet companies; ② The launch of DeepSeek not only excites investors but may also accelerate the adoption of AI by businesses and consumers, reducing costs for large-scale enterprises, which is a significant Bullish development for Cloud Computing Service providers like Alibaba and Tencent.
LEAP 2025 Day One: Tech giants like Google and Qualcomm increase their investments in Saudi Arabia, signing contracts worth $14.9 billion.
①LEAP 2025 opened on February 9 in Riyadh, Saudi Arabia, announcing the attraction of 14.9 billion USD in investments on the first day, involving technology companies such as Tencent, Alibaba, Lenovo, Google, and Qualcomm. ②The LEAP conference is the largest technology event in the Middle East, known as the "Digital Davos."
Express News | DeepSeek's Influence Continues. Three Major Chinese Telecom Stocks Listed in Hong Kong Rise. Hang Seng TECH Index Rises 2%.
Car companies are rushing to get involved in the Deepseek craze.
New battlefield.
Alibaba denies purchasing a 10% stake in DeepSeek at a valuation of 10 billion US dollars.
① The PR head of Alibaba said that as companies from China, we applaud DeepSeek, but the information circulating about Alibaba investing in DeepSeek is false news. ② Dealers in computing power claim that the demand for small and medium computing power is increasing. Several interviewees believe that in the long term, DeepSeek will enhance the demand for computing power, and high-quality open-source Low Stock Price models will drive the prosperity of AI;
A billion-dollar investment in DeepSeek? Alibaba denies it.
There are reports that Alibaba plans to invest 1 billion US dollars in DeepSeek to acquire a 10% stake, but insiders at Alibaba have called it "fake news." Due to the ongoing shortage of computing power, some believe it is time for DeepSeek to seek investors, especially since DeepSeek is unique in that it has not yet completed its first round of financing, and can potentially catch up with OpenAI's large model companies at a lower cost.