TechFlow news, according to the first financial and economic report, UBS Securities' China equity strategy analyst Lei Meng pointed out that the Chinese stock market faces three new narratives in the new year, the first being "DeepSeek and the spark of Chinese innovation." He said that China's domestically developed large AI models have reignited global investor attention toward Chinese innovation by achieving performance on par with world-leading models at a significantly lower cost.
The second narrative favorable to the stock market is "comprehensive policy easing driving valuation re-rating." In addition, Meng Lei noted that this year the Chinese stock market also faces a third new narrative—the renewed risk of Sino-U.S. trade tensions.
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