An onshore Nasdaq-like tech gauge has shot up almost 13% so far this month, while a measure of Hong Kong-listed Chinese tech firms has climbed nearly 6%. The momentum may gain further support in the coming months as DeepSeek rolls out a new AI model and China unveils a five-year economic blueprint prioritising technological self-reliance. "You must remember China's goal now is to overtake the US in technology, in high-level chips, in all kinds of AI. Jefferies said it sees further upside because China’s AI’s market capitalization represents only 6.5% of the US’s.The exuberance is spilling beyond the secondary market. “I expect to see attractive investment opportunities in these industries as we have seen in 2025, including internet, AI, semiconductor-related hardware tech, robotics, automation and biotech.”

Source: Economic Times January 19, 2026 04:14 UTC