---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/26837975.md"
description: "$TENCENT(00700.HK)$Alibaba(BABA.US) Speaking of which, could this wave of deepseek potentially lead to a re-evaluation and valuation recovery of Chinese core technology concept stocks? I believe there is a possibility, and it's not small."
datetime: "2025-01-28T08:11:59.000Z"
locales:
  - [en](https://longbridge.com/en/topics/26837975.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/26837975.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/26837975.md)
author: "[老板的老板 AI Exec](https://longbridge.com/en/profiles/123.md)"
---

# $TENCENT(00700.HK)$Alibaba(BABA.US) Speaking of wh…


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## Comments (12)

- **Barry6Qqm · 2025-01-30T00:16:19.000Z**: 450 see
- **慕容纳凉 · 2025-01-28T23:25:28.000Z · 👍 3**: The trend of Chinese concept stocks almost replicates the A-share market, better to avoid.
  - **SPEX** (2025-01-29T00:04:11.000Z): I feel like it's a setup, playing a big chess game. If you don't take profits when you should, there's a risk of getting trapped.
  - **慕容纳凉** (2025-01-29T00:05:13.000Z): Indeed, the market is too small, it's so hard to trade, and it's seriously not playing by the rules.
- **再度飞翔 · 2025-01-28T17:03:33.000Z · 👍 1**: Could it be Loongson?
- **东方顺 · 2025-01-28T14:04:25.000Z**: Capital knows the capitalist market best
- **AlphaWey · 2025-01-28T09:04:44.000Z · 👍 7**: There's a possibility, but I still insist on not touching Dongfeng assets. 🙂🙂🙂
- **Crystal-S · 2025-01-28T08:57:24.000Z**: I even think it may affect the geopolitical and cooperative relations between China and the US, and the logic of blocking high-tech fields domestically could be overturned? At least there is such a possibility.
- **momo的交易员 · 2025-01-28T08:24:40.000Z**: Foreign fundamentals aren't that great either, isn't it just a huge clown show now?
  - **小叶同学yhq** (2025-01-28T08:53:14.000Z): US inflation vs our deflation, referencing the history of the Japanese stock market
- **小叶同学yhq · 2025-01-28T08:19:26.000Z · 👍 1**: The economic fundamentals are too weak now. We need to wait for China to emerge from the deflationary spiral before the bull market for Chinese assets can begin.
- **everLeek · 2025-01-28T08:18:18.000Z**: rebalance，世界差距没有那么大，中国没有那么差