AI concept Hong Kong stocks have seen their gains expand. As of press time, Kingsoft Cloud has risen by more than 29%, Fourth Paradigm has risen by more than 10%, and SMIC has risen by more than 5%. Huatai Securities believes that DeepSeek may catalyze the revaluation of Hong Kong tech stocks and recommends that investors adjust their positions along with changes in earnings expectations and increase their allocation to Internet and tech hardware.
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