cover of episode How will DeepSeek reshape global equity markets and the Chinese economy?

How will DeepSeek reshape global equity markets and the Chinese economy?

2025/2/14
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Chen Jiahe
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Qu Qiang
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William Lee
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陈佳河: 我认为投资的关键在于以一个无人意识到的好价格购买公司。当整个市场都在关注人工智能和深度搜索相关公司时，很难找到一个非常好的价格。目前还没有将资金配置到这个行业，因为投资不盈利。 屈强: 我认为2023年后，主要投资者开始进入中国股市，中国A股在2024年第二季度已经触底。财政金融政策的组合拳，以及一些中国公司的良好表现，以及人们重新平衡投资组合的愿望，都促成了中国股市的上涨。国际投资者对中国股市的上涨充满热情。德意志银行认为，现在是重新评估中国科技资产的时候了。 William Lee: 我认为DeepSeek提醒大家，投资不是投资一个国家，而是投资公司。外国投资公司发现，中国的科技公司、新能源公司等，在很大程度上都受益于中国制造2025计划的补贴。中国市场在过去一年左右的时间里已经下跌了很多，现在已经变成了一个巨大的价值游戏，非常便宜，不容忽视。

Deep Dive

Shownotes Transcript

Chinese equities are hot right now. Global hedge funds have been snapping up Chinese stocks this year, fueled by the emergence of artificial intelligence startup DeepSeek. What are the implications of the buying spree for the country's equity market and the whole economy? How long will the momentum continue? How may the world's investment landscape change as a result? And as global institutional investors chase China's tech companies, could they stir up undesired bubbles on the country's equity markets?

In this episode of Chat Lounge, host Tu Yun joins William Lee, the Chief Economist with the U.S.-based Milken Institute, Dr. Qu Qiang, a Fellow of the Belt and Road Research Center, Minzu University of China, and Chen Jiahe, the Chief Investment Officer of the Beijing-based Novem Arcae Technologies to examine the issue in detail.