DeepSeek fuels Chinese tech stock rally

DeepSeek Breakthrough Fuels Rally in Chinese Tech Stocks
The Hang Seng Tech Index, which tracks the 30 largest technology companies listed in the city, rose as much as 2.9% on Friday, reflecting a rise of more than 20% from its January low.
DeepSeek and the Truth About Chinese Tech
But the story of DeepSeek also reveals just how much Chinese technological development continues to depend on the United States. DeepSeek used chips from the U.S. giant Nvidia to create its model, and, as it turns out, may have also tapped American data to train it. Washington can capitalize on that advantage to choke off Chinese tech firms.
These 8 stocks could be the biggest losers as DeepSeek clouds the outlook for tech
Lower construction spending on data centers because of DeepSeek could negatively impact heavy equipment stocks like Caterpillar, JPMorgan said.
Amazon Pours Fuel on Big Tech Spending After DeepSeek Panic
The e-commerce giant is pulling ahead of rivals in the AI investment race with plans for more than $100 billion in capital expenditures this year.
DeepSeek Shock Fires Up Bullish Bets on Cheap China Tech Stocks
Beijing’s growing clout in the artificial intelligence space has sparked a wave of optimism toward Chinese tech shares, with a gauge approaching a technical bull market and brokers issuing upbeat calls.
DeepSeek fuels Chinese tech stock rally as valuation gap narrows vs ‘Magnificent Seven’
The DeepSeek-induced stock market rebound has more legs on valuation appeal, innovation ascendancy, investors say.

DeepSeek, South Korea

The Drug Industry Is Having Its Own DeepSeek Moment
It isn’t just artificial intelligence. Chinese biotech companies are now developing drugs faster and cheaper than their U.S.
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Everything We Know So Far About DeepSeek
And DeepSeek completed training in days rather than months.
My Interview With A U.S. Deepseek Staff Reveals Five New Takes On The Future Of AI
The DeepSeek story has put a lot of Americans on edge, and started people thinking about what the international race for AI ...
DeepSeek limits access to its AI services, server capacity strained under load
While DeepSeek faces internal struggles to meet demand, it is also facing external pressures. In the United States, ...