KE Holdings Inc. (BEKE), a Chinese real estate technology platform, saw its stock soar 6.83% in pre-market trading on Wednesday. This surge came amid Wall Street's growing optimism towards Chinese stocks, particularly those in the tech and artificial intelligence (AI) sectors, following the recent success of DeepSeek, a Chinese AI startup.
According to Wall Street strategists from major banks like Morgan Stanley, JPMorgan Chase & Co., and UBS Group AG, DeepSeek's AI model has sparked a reassessment of China's investability in cutting-edge technologies. Analysts now expect stock gains driven by China's AI prowess to continue, challenging previous assumptions that the country was lagging behind in this field.
As global investors' attention shifts towards China's AI capabilities, strategists believe this could drive further momentum and inflows into Chinese tech and AI-related stocks like KE Holdings. The potential for AI to enable efficiency improvements and boost growth prospects has led analysts to consider valuation uplifts for Chinese firms, narrowing the gap with their U.S. counterparts.
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