Shares of Vipshop Holdings Ltd. (VIPS) soared 5.01% in the pre-market trading session on Thursday, outperforming the broader market. The stock's surge was fueled by growing optimism surrounding China's technological advancements and its potential to outpace global peers in various industries.
Analysts at Deutsche Bank believe the recent success of Chinese artificial intelligence (AI) startup DeepSeek marks a "Sputnik moment" for China, signaling the country's technological prowess and its ability to lead the world in cutting-edge innovations. This development has prompted investors to reassess the valuation of Chinese technology companies, which are trading at a significant discount compared to their US counterparts.
According to Deutsche Bank, as Chinese companies continue to solidify their dominance globally, investors may need to quickly adjust their strategies and increase their allocation to the Chinese market. The bank expects the Hong Kong/China stock market to maintain strong performance and lead global markets in the medium term, just as it did in 2024.
免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。