Chinese Tech Stocks: Is The DeepSeek Hype Sustainable?
DeepSeek's AI breakthrough will likely enhance China’s productivity gains. But does it justify a re-valuation in Chinese tech stocks? Sustaining the Chinese tech rally will require corporate profits to overcome the pressures of China’s deflationary cycle. Meanwhile, DeepSeek’s innovations may fuel greater competition, intensifying price wars and putting further strain on Chinese tech companies’ profit margins.
Interested in reading this report?
To access the full BCA Research report, request a complimentary copy
BCA Research | China Investment Strategy
Evaluates both the cyclical trends and structural developments of China's economy, offering investment recommendations for China and the Greater China Region.
Topics
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.