Investing Updates: China's Terrific Ten Are Beating Mag 7. Will the Current Momentum Carry On?

Source:

https://www.moomoo.com/community/feed/114019750576134?global_content=%7B%22promote_content%22%3A%22mm%3Afeed%3A114019750576134%22%2C%22invite%22%3A103096561%7D&is_recommendation=0&is_recommend_pos=1&futusource=news_headline_list

Apple Intelligence:

• Chinese Tech Stock Performance: The Hang Seng TECH Index surged by 23.08% since the start of the year, driven by the performance of major Chinese tech firms known as the ‘Terrific Ten’.

• Government Support: Chinese President Xi Jinping met with leading entrepreneurs, including Jack Ma, to boost entrepreneurial spirit and potentially fuel a long-term rally in Chinese tech stocks.

• Market Sentiment: Despite a slight drop in Hong Kong tech stocks on Monday, analysts view the meeting with President Xi as a positive sign for the sector.

• Government Support for Tech Industry: The meeting highlights the government’s strong backing for the tech industry as a key driver of economic growth.

• Positive Market Sentiment: The meeting is seen as a positive signal for the private sector, potentially leading to further AI-driven market growth and improved sentiment.

• Upcoming Drivers for Chinese Stock Market: Key drivers include the upcoming earnings season and the Two Sessions scheduled for March.

• Tech Giants’ Earnings Outlook: China’s top eight tech giants are experiencing a positive outlook for 2025, with earnings forecasts increasing by over 7% on average since mid-2024.

• Profit Growth Drivers: Industry leaders like Xiaomi, JD.com, and Meituan have raised their profit expectations, driven by factors such as Xiaomi’s robust EV sector and economic stimulus.

• Analyst Forecast Revisions: The initiation of fourth-quarter earnings could lead to upward revisions in analyst forecasts to align with recent price increases.

• Two Sessions Impact: China’s annual parliamentary meeting, the Two Sessions, starting on March 5, 2025, is expected to significantly influence the Chinese stock market due to discussions on policy goals and economic stimuli.

• Analyst Predictions: Deutsche Bank analyst Peter Milliken predicts a gradual elimination of the “valuation discount” on Chinese stocks in 2025, urging investors to reevaluate China’s competitiveness.

• DeepSeek’s Influence: Invesco’s Ma Lei highlights DeepSeek’s competitive AI performance at lower costs, suggesting it could catalyze a reevaluation of the Chinese stock market and benefit listed companies.

• Positive Market Sentiment: HSBC views DeepSeek positively, citing technological advancements and cost benefits.

• Growth Sectors: DeepSeek is expected to boost investment sentiment in Chinese growth sectors, particularly AI applications, computational power, and humanoid robots.

• Market Outlook: AI-related sectors are anticipated to be a highlight in the Chinese stock market during the first quarter of 2025.

Opinion:

Nice chart of Mag 7 vs Terrific 10.

Innovation happens when there's competition. 

Just hope there's more peace between the countries 😅

Technology Updates : ByteDance’s new AI model goes viral for its deepfake capabilities that animate photos

Source: https://www.scmp.com/tech/big-tech/article/3297500/bytedances-new-ai-model-goes-viral-its-deepfake-capabilities-animate-photos

Apple Intelligence:

• AI Model Capability: ByteDance’s OmniHuman-1 model can create realistic videos of people speaking, singing, and moving.

• Model Performance: The model significantly outperforms existing audio-conditioned human video-generation methods.

• Model Development: ByteDance researchers developed a novel training strategy that combines diverse data sets of text, audio, and movement.

• Video Generation Capabilities: Generates realistic videos with varying aspect ratios, body proportions, and detailed facial expressions.

• Realism and Applications: Features natural head and gesture movements, unlocking potential real-world applications.

• Competition in the Market: Chinese tech firms, including ByteDance, Kuaishou Technology, Zhipu AI, Shengshu Tech, and MiniMax, are competing in video generation.

Opinion:

Really realistic Albert Einstein deepfake.

Creations like these will definitely blur the lines between real and fake information.

I think there will be a desire for more deepfake detection tools.