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<Research>JPM Lists 6 Investment Areas for DeepSeek Concept, Recommends BABA/ TENCENT/ XIAOMI/ Others
Recommend 107 Positive 181 Negative 69 |
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The returns from the stock market rally triggered by the AI model, DeepSeek, since 20 January show that investors' interest is shifting from computing proxies, such as optical module, GPU, liquid-cooling technology and ASIC leaders, including INNO LASER(301021.SZ), CAMBRICON(688256.SH) and SMIC (00981.HK), to software applications, platforms and cutting-edge AI (e.g. Alibaba, Kingsoft Office, Kingdee, Sensetime and Rockchip), JPMorgan released a research report saying. Looking ahead, the broker saw six specific areas worth watching, including cloud platforms, application software, cutting-edge devices, electronical components, semiconductors and vertical applications. JPMorgan's top picks include BABA-W (09988.HK), TENCENT (00700.HK), KINGDEE INT'L (00268.HK), Will Semiconductor, XIAOMI-W (01810.HK), WeRide (WRD.US), SANHUA INTELLIGENT CONTROLS(002050.SZ), LEADER HARMONIOUS(688017.SH), AKESO (09926.HK) and INNOVENT BIO (01801.HK). The table below summarizes the ratings and target prices of the relevant stocks. Stock│ Rating│ TP BABA-W (09988.HK)│Overweight│$120 TENCENT (00700.HK)│Overweight│$520 KINGDEE INT'L (00268.HK)│Overweight│$10 WILL(603501.SH)│Overweight│RMB162 XIAOMI-W (01810.HK)│Overweight│$34 WeRide (WRD.US)│Overweight│US$21 SANHUA INTELLIGENT CONTROLS(002050.SZ)│Overweight│RMB46 LEADER HARMONIOUS(688017.SH)│Overweight│RMB268 AKESO (09926.HK)│Overweight│$76 INNOVENT BIO (01801.HK)│Overweight│$50 AAStocks Financial News |
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