News Sharing
For sharing news, please enter the email address of you and the receiver, then press SEND button.*Mandatory Fields
Receiver*
Enter email addresses, separated by semicolon (;). E.g. a@a.com;b@b.com
Your email address*
 Content Sharing
<Research>JPM Keeps Rating at Overweight for KNOWLEDGE ATLAS (02513.HK) as Mkt Overreacts to Competitive Shock of DeepSeek New Model
After the launch of the DeepSeek V4 preview version last Friday (24th), the share prices of KNOWLEDGE ATLAS (02513.HK) and MINIMAX-W (00100.HK) dipped 9% each, as the market interp...
Reset
Send
The window will close in 5 seconds
<Research>JPM Keeps Rating at Overweight for KNOWLEDGE ATLAS (02513.HK) as Mkt Overreacts to Competitive Shock of DeepSeek New Model
Close
Recommend
5
Positive
5
Negative
5
 
SHORT SELL
 
STOCK INFO
aacat by AASTOCKS
Open a new trading account to get Level 1 Real-Time Streaming!

After the launch of the DeepSeek V4 preview version last Friday (24th), the share prices of KNOWLEDGE ATLAS (02513.HK)  +310.000 (+36.905%)    Short selling $35.61M; Ratio 1.000%   and MINIMAX-W (00100.HK)  +127.500 (+18.465%)    Short selling $43.95M; Ratio 2.207%   dipped 9% each, as the market interpreted the move as a competitive shock to listed large model companies, JPMorgan released a research report saying.

The broker saw this an over-reaction. On the contrary, JPMorgan viewed the V4 launch as a tailwind for the industry rather than a zero-sum shock, as the release reinforces three pillars in its framework: unlocking computing power supply, pricing discipline and structural cost-curve compression, while the relative competitive positioning remains intense rather than rebalanced.

Related News HSBC Research Cites Experts: TENCENT (00700.HK) and BABA-W (09988.HK) Benefit from Ecosystem Advantages
JPMorgan recommended accumulating on pullbacks, and kept ratings at Overweight for KNOWLEDGE ATLAS and MINIMAX-W, with target prices of $950/ $1,100 respectively.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-13 16:25.)

Auto-translated by AI
View Original Text
This article was automatically translated by AI, the original language version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation.

AASTOCKS Financial News
Copyright(C) AASTOCKS.com Limited 2000. All rights reserved.
Disclaimer: AASTOCKS.com Ltd, HKEx Information Services Limited, its holding companies and/or any subsidiaries of such holding companies endeavour to ensure the accuracy and reliability of the Information provided but do not guarantee its accuracy or reliability and accept no liability (whether in tort or contract or otherwise) for any loss or damage arising from any inaccuracies or omissions.