China is spreading from the Fever for AI. The trigger has been the launch of the Deepseek’s models that have managed to generate a massive expectation. So much so that Chinese technological companies are making colossal investments in the stock market.
India investment exodus. As they explain In Bloombergthe national and foreign Variable Income Markets of China have added more than 1.3 billion dollars in value only in the last month. What is a fantastic news for China is very bad for India: there the market has been reduced by more than 720,000 million dollars. There is an investment exodus from India to China.
Examples everywhere. The Ubtech Robotics Corp robotics company, the Black Sesame International Holding semiconductor manufacturer and the Xthalpi Holdings LTD pharmacological research firm have raised 546 million dollars in investment for R&D. Suddenly the money is flowing so that Chinese technology expand their businesses and develop their projects ambitious.
If Deepseek can, others too. The investment climate in China has become much more conducive due to the overwhelming success of Deepseek, which has made it clear worldwide that the models of the AI developed in China are competitive with those of the United States, which seemed clearly ahead.
In just one month the actions of Chinese technology have grown about 25%. Source: Bloomberg.
Until xi jinping changes posture. The restrictions and absolute control exercised by the Chinese government about its technological ones have been the norm in recent years, and that also affected the behavior of these companies in the Hong Kong Stock Exchange. However, A recent XI Jinping meeting With several leaders of technology companies in China, it has shown that there is a unique opening of sights towards these private companies, which will now have more maneuvering margin to boost the economy and potential of the Asian giant.
Unfortunate optimism. As they reveal Bloomberg dataChinese technology are taking advantage of that golden egg chicken in which Deepseek has become. The optimism unleashed for its success seems to have infected the rest of the Chinese Tech ecosystem, and the actions of the companies in that sector have grown more than 25% in just one month.
Waiting for what happens with tariffs. The situation is of course singular in China, but we will have to wait for events in the coming months, because the New tariffs raised by Donald Trump They could have a direct impact on the Chinese technological market.
Image | Yorgos Ntrahas | Alejandro Luengo
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