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<Research>JPM: 6 Investment Areas to Benefit from DeepSeek; Top Picks BABA/ TENCENT/ XIAOMI/ KINGDEE INT'L/ AKESO/ INNOVENT BIO
Recommend 74 Positive 129 Negative 46 |
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Lower AI input costs will accelerate the adoption of AI and unleash a great quantity of innovative applications as the AI decade unfolds further, JPMorgan released a research report saying. DeepSeek released its V3 on 26 December 2024, but the impact on Hong Kong stocks only started 3 weeks later with the launch of DeepSeek R1 (20 Jan). As of 3 February, US cloud operators including Microsoft Azure and Amazon AWS, TENCENT (00700.HK), and US GPU makers NVIDIA (NVDA.US), Advanced Micro Devices (AMD.US) and Intel (INTC.US) have announced the inclusion of DeepSeek R1 in their platforms. The broker's top picks include BABA-W (09988.HK), TENCENT (00700.HK), XIAOMI-W (01810.HK), KINGDEE INT'L (00268.HK), AKESO (09926.HK) and INNOVENT BIO (01801.HK). JPMorgan suggested six benefiting investment areas: 1) cloud platforms will benefit from rising consumer and enterprise usage (Alibaba Cloud, Tencent Cloud, China Telecom, etc.); 2) apps; 3) edge devices such as XIAOMI-W may benefit from faster replacement cycles; 4) edge AI- electronic components; 5) edge AI- semiconductors; and 6) vertical applications including autonomous drive, humanoid robot and drug discovery. AAStocks Financial News |
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