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Chen Haofei
BOC International (chief strategist, head of research); spelling per whisper, verify
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Referring to the early-2025 DeepSeek selloff as the template for the current Kimi K3 scare: cheap Chinese models mean 'more demands will generate more demand for the GPU, for the AI infrastructure, for all the whole sector' @75:30. He also says policymakers on both sides 'don't want the engine to stop now' @74:49.
“So I would say at that moment, it actually provides a very good opportunity to buy into the sector because all that means AI development is pretty good. That will drive small demands instead of slowing the demands.”
He contrasts superstar AI names at 'a TTM PE like 100 times' needing earnings to double or triple, whose robustness 'will be not that safe' @77:41, with AI-related names at 20-30x with 30-40% sustainable growth; expects AI-related sectors' earnings growth above 20%, maybe close to 30% this year @82:32, and says the ripple stays within AI, not consumer sectors.
“The fundamentals is solid earning growth is more visible. And the PE level is only like 20, 30 times. So that name is still cheap.”
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