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<Research>JPM Expects TENCENT to Benefit Most from DeepSeek's New Version Iteration
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In its latest research report, JPMorgan described the Chinese New Year (CNY) as the most concentrated and historically effective release window in China's consumer tech sector. If the new version of DeepSeek is released during the CNY, the truly important impact will manifest in the potential release of platform economic benefits. AI, no longer limited to standalone chatbot forms, will become economically viable and can be directly embedded into high-frequency consumer products, should this iteration achieve a marked reduction in inference costs with an efficiency-first approach. For internet platforms, it is most likely that TENCENT (00700.HK) will benefit the most from the potential new version of DeepSeek, followed by vertical industry leaders like TRIP.COM-S (09961.HK), KUAISHOU-W (01024.HK), and BEKE-W (02423.HK), while the impact on BABA-W (09988.HK) and BIDU-SW (09888.HK) will be relatively mixed, JPMorgan said. For independent model manufacturers like KNOWLEDGE ATLAS (02513.HK) and MINIMAX-WP (00100.HK), which also have flagship models released or about to be released, the direct impact is usually not in immediately capturing customers, but more in capability signaling and technology spillover. AAStocks Financial News |
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