---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/27219395.md"
description: "Revisiting the Revaluation of Chinese Assets!Yesterday, I talked about Alibaba. Today, let's discuss the revaluation of Chinese assets.In terms of countries that can enter the competition in AI, only the United States and China are on the table. In the face of a worse global competitive environment,a. China can produce Deepseek;b. The explosive popularity of Nezha 2 and Black Myth: Wukong is not only a matter of cultural consumption breaking out but also reflects China's action production level and even the overseas expansion of Chinese games, which has demonstrated that China's animation production level is already top-tier. Based on the technical level, it adds the narrative soul of Chinese elements.c. The success of TikTok and the breakout of Xiaohongshu are the results of the combined promotion of technology and cultural consumption.Moving beyond short-term geopolitical games, the long-term competitiveness of society and enterprises constitutes the core underlying valuation.The competitiveness of Chinese private enterprises demonstrated in a harsh environment is completely comparable to that of Europe and Japan, so the core question is, why are Chinese assets continuously undervalued compared to their overseas counterparts?Therefore, in this round of revaluation of Chinese assets, especially Chinese technology assets, we first need to level the country-specific asset discount.Then, we can discuss whether the fundamentals are facing deflation as a cyclical issue.So here, Dolphin Research reiterates that by 2025, there will be a continuous revaluation of Chinese assets.In 2026, it will connect with the fundamental bottoming rebound.So next, if you look at Chinese assets with colored glasses and do not take them off, your excess returns will be at risk!https://longportapp.com/zh-CN/topics/27088036"
datetime: "2025-02-14T04:45:38.000Z"
locales:
  - [en](https://longbridge.com/en/topics/27219395.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/27219395.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/27219395.md)
author: "[Dolphin Research](https://longbridge.com/en/news/dolphin.md)"
---

# Revisiting the Revaluation of Chinese Assets!Yeste…


### Related Stocks

- [XHS.NA](https://longbridge.com/en/quote/XHS.NA.md)
- [DPSK.NA](https://longbridge.com/en/quote/DPSK.NA.md)

## Comments (44)

- **对面五只鸡 · 2025-02-15T07:12:06.000Z**: What should I buy now? Everything is going up.
- **Haydon · 2025-02-14T10:56:56.000Z · 👍 1**: People online all seem awesome, but everyone around me feels like all industries are declining.
  - **Dolphin Research** (2025-02-17T02:18:09.000Z): You might have been profiled by big data online.
- **新用户_1aa2s9 · 2025-02-14T10:21:34.000Z · 👍 5**: A document destroyed the tutoring industry, an order took down DiDi, Jack Ma said a few words and Ant Group was directly hit. Did Chinese concept stocks not receive high valuations before? Wasn't 2021 a bull market for Chinese concept stocks? And the result?
  - **Bob** (2025-02-14T11:38:22.000Z): The governance capability is too strong...
- **Ethan · 2025-02-14T08:24:04.000Z**: Every six months, there is a big wave of bullish sentiment, and every time it's the naive investors who end up holding the bag.
- **超级暴龙战士 · 2025-02-14T07:58:10.000Z**: Now is the revaluation of naive investors
- **JianG · 2025-02-14T07:35:44.000Z**: Alibaba must be awesome, it's all up to Alibaba, Zhejiang capital saves the day, money money, go go go...
- **JianG · 2025-02-14T07:31:54.000Z**: Alibaba is awesome...
- **Sanjay学长 · 2025-02-14T07:12:56.000Z · 👍 1**: Good assets don't need to be revalued repeatedly, Yang starts observing
- **西嗯爱姆 · 2025-02-14T07:12:24.000Z · 👍 2**: It has been undervalued all along, and for a long time. Just because they came up with some AI, it can be revalued? And people will buy it?
- **DavidWei · 2025-02-14T06:55:23.000Z · 👍 2**: You only play when the wind is favorable, huh?😂
- **JOJO的星之海 · 2025-02-14T06:38:12.000Z · 👍 3**: Oh? Oh😐 NVIDIA at $113 is falling but still shouting short because of DeepSeek, Alibaba at $126 is rising but still shouting long. Dolphin Research hehe da
- **新用户_ · 2025-02-14T06:17:46.000Z**: Tang
- **苟道成神(苟不住) · 2025-02-14T05:58:16.000Z · 👍 2**: After working so hard to get out of the A-share market, I still have to go back and buy Chinese assets? Have you forgotten the tragedy of being harvested in the casino?
  - **薛定谔的量子比特** (2025-02-15T09:38:19.000Z): High-quality Chinese assets are all overseas. Can you buy Alibaba in mainland China?
  - **David Chen** (2025-02-24T09:45:36.000Z): Hahaha me too, just to invest in high-quality Chinese companies that can't be listed on the A-share market.
- **交易员的交易员 · 2025-02-14T05:55:17.000Z**: Those who bought Alibaba in July have broken even now (υ . . υ) ❅·°
- **伟大的中华文明 · 2025-02-14T05:48:09.000Z · 👍 1**: Let everyone hand over their chips! Keep pushing up, most of those trapped haven't broken even yet. Those who got out this round are all short-term profit-takers, taking money off the table.
- **洛之遥 · 2025-02-14T05:33:07.000Z · 👍 1**: Charge!
- **寒衣 · 2025-02-14T05:29:24.000Z · 👍 3**: At this point, still hyping up Chinese concept stocks, don't know what they're thinking. This wave of Alibaba's pull-up - what's Alibaba's current status? People inside are all scared by your hype.
- **長野原烟花店交易员 · 2025-02-14T05:18:50.000Z · 👍 2**: I don't know if excess returns are dangerous, but I'm quite clear about whether the principal is at risk.
- **神威天将军 · 2025-02-14T05:18:05.000Z · 👍 11**: Is Alibaba awesome? "Grandpa I want Alibaba"
  - **好好玩吖** (2025-02-14T06:10:09.000Z): Honey, only grandpa is allowed.
  - **Dolphin Research** (2025-02-14T08:49:33.000Z): What's this meme? I'm out of the loop.
  - **皇后大道中** (2025-02-14T09:03:10.000Z): the meaning of being confiscated by the red third generation
- **新用户_dXqAU0 · 2025-02-14T05:07:41.000Z**: Fishing