China’s technological shares enter the bull market after Deepseek

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A criterion for Chinese technology shares increased by more than 20 percent last month, and they entered the rise market where investors accumulated in the country’s internet companies after hacking artificial intelligence in the country.

The Hang Seng Tech Index, which tracks the 30 largest technical groups listed in Hong Kong, increased by 25 percent of its lowest level in 2025 on January 13. It exceeded the 4.4 percent increase on the Nasdaq Stock Exchange, and a height of less than 0.5 percent for the shares of “Seven Magnificent Seven” for American technology on an equal basis last month.

Hong Kong gains reflect the interest of the renewed foreign investor in China yet DibsicIt seems that the artificial intelligence model has been developed with a much lower computing force than their counterparts in the United States, which has led to a global reassessment of Chinese technology companies.

“Only Chinese internet companies are only global competitive and comparable to the wonderful Seven Us,” said Bush Chu, Chinese stock manager at ABRDN.

This improvement in feelings prompted some flows to China. We have begun to see some superior performance and gathering in China in recent weeks because of this. “

The giant internet company for Paaba increased more than 6 percent on Wednesday after the information stated that it is working with Apple to offer iPhone Maker features in China.

The positive movement is a blessing for China’s markets, which are equipped due to concerns about US President Donald Trump’s tariff, declining property on the mainland and shrinkage pressure in the Chinese economy. The broader CSI 300 index in China increased by only 4 percent last month.

Dibsic Silicon Valley surprised In late January, when she released a large language model (LLM) he said it was based on a protected budget, raising questions about the need for a huge investment in artificial intelligence.

The news led US technology shares to a sharp decrease on January 27. NVIDIA set a record for the largest one -day loss in the market value, with a value of $ 589 billion of its market value.

On the contrary, Chinese technology shares flourished. Cloud computing companies and technology devices that benefit from them Amnesty International Innovations led the last gathering.

It includes Alibaba, the Electronics Group Xiaomi Group, the BAIDU search engine developer, and the BYD electric cars, which increased by 43 percent, 34 percent, 13 percent and 40 percent, respectively, last month.

JD.com and Meituan 24 percent and 11 percent, supported by relatively strong consumption data from the new lunar year and the increasing expectations of a widely financial incentive from Beijing this year.

The broader Hang Singh Index increased 15 percent in the same period. Data from the Connect Stock program, which allows the mainland dealers to buy Hong Kong shares, indicates an increase in interest among Chinese investors, with an average daily rotation in February, an increase of January and three times higher than February 2024.

Analysts said that investors had been strengthened by believing that the Chinese development of LLMS was advancing and that the companies facing the consumer will adopt them quickly.

“Deepseek is famous for using unique ways to overcome the restrictions of devices in China, we believe that the investment of artificial intelligence and the progress of LLMS by Internet companies in China have been estimated by investors.”

“The United States is strong in terms of zero to one, but China is stronger in innovation from 1 to 100, in terms of expanding access to technology and adopting it.”

Additional reports from Zijing Wu in RIYADH