Guotai Junan Securities Hong Kong Stock March Strategy: The decline in US Treasury yields and DeepSeek's deployment will drive the expansion of Hong Kong stock valuations
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Guotai Junan Securities released a research report, expecting the target range for Hong Kong stocks to be adjusted to 23,000-25,000 points by 2025, benefiting from the decline in U.S. Treasury yields and the launch of DeepSeek. The AI industry chain, automotive and parts, and financial sectors will benefit. The expectation of a rate cut in U.S. Treasuries has increased, with inflation data in March expected to drop to 2.8, leading to an optimistic outlook for U.S. stocks. The open-source and deployment of DeepSeek will promote the development of AI technology in China and lower the application threshold for enterprises
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