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<Research>JPM Keeps Rating at Overweight for KNOWLEDGE ATLAS (02513.HK) as Mkt Overreacts to Competitive Shock of DeepSeek New Model
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After the launch of the DeepSeek V4 preview version last Friday (24th), the share prices of KNOWLEDGE ATLAS (02513.HK) and MINIMAX-W (00100.HK) dipped 9% each, as the market interpreted the move as a competitive shock to listed large model companies, JPMorgan released a research report saying. The broker saw this an over-reaction. On the contrary, JPMorgan viewed the V4 launch as a tailwind for the industry rather than a zero-sum shock, as the release reinforces three pillars in its framework: unlocking computing power supply, pricing discipline and structural cost-curve compression, while the relative competitive positioning remains intense rather than rebalanced. JPMorgan recommended accumulating on pullbacks, and kept ratings at Overweight for KNOWLEDGE ATLAS and MINIMAX-W, with target prices of $950/ $1,100 respectively. Auto-translated by AI This article was automatically translated by AI, the original language version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation. More Details
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