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<Research>JPM: DeepSeek Sparks 6 Major AI Investment Areas; Top Picks BABA-W/ TENCENT/ XIAOMI-W for Vertical Applications
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China's DeepSeek launched its DeepSeek-V3 large language model on December 26 last year and the R1 on January 20 this year, which prompted responses in global stock markets, according to a report from JPMorgan. As of February 3, US cloud operators (Microsoft Azure and Amazon AWS), TENCENT (00700.HK), and US GPU manufacturers (NVIDIA (NVDA.US), AMD (AMD.US), and Intel (INTC.US)) have announced the inclusion of DeepSeek R1 in their platforms. JPMorgan identified six major investment opportunities from DeepSeek. Since January 20, stock returns have indicated that investor interest has shifted from computing agents (optical modules, GPUs, liquid cooling, and ASIC leaders), including Zhongji Innolight (300308.SZ), Cambricon Technologies (688256.SH), and SMIC (00981.HK), to software applications, platforms, and cutting-edge AI (BABA-W (09988.HK), Kingsoft Office, KINGDEE INT'L (00268.HK), SENSETIME-W (00020.HK), and Rockchip (603893.SH)). Looking ahead, the broker will focus on six specific areas. First, cloud platforms are poised to benefit from the continuous growth in consumer and enterprise usage (Alibaba Cloud, Tencent Cloud, and CHINA TELECOM (00728.HK)). Second is application software, specifically KINGDEE INT'L, Kingsoft Office (688111.SH), and Baosight (600845.SH). Third, edge devices like XIAOMI-W (01810.HK) may benefit from faster replacement cycles. Fourth is electronic components for cutting-edge AI, with top rigid PCB makers (Wus (002463.SZ), Shennan Circuits (002916.SZ), and Victory Giant Technology (300476.SZ)) set to supply Amazon's new in-house AI clusters. Fifth is semiconductors for cutting-edge AI, as pointed out by JPMorgan analysts that Will Semi (603501.SH), Rockchip, and GalaxyCore (688728.SH) will provide communication system integrators for AI applications including robotic dogs. Sixth is vertical applications, which involve autonomous driving, humanoid robots, and drug development. JPMorgan's top picks include BABA-W, TENCENT, KINGDEE INT'L, Will Semi, XIAOMI-W, WeRide (WRD.US), Sanhua Intelligent (002050.SZ), Leader Drive (688017.SH), AKESO (09926.HK), and INNOVENT BIO (01801.HK). AAStocks Financial News |
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