Author argues China tech's DeepSeek-driven rally isn't over, highlighting AI infrastructure and Cambricon's growth, with potential catalyst from DeepSeek V4 launch.
688256.SS — LONG The author argues that China tech's 'DeepSeek moment' isn't over, pointing to Cambricon's 2025 revenue guidance of 6-7B yuan (up 410% YoY) and a swing to ~2B yuan profit as evidence of AI infrastructure growth. A potential catalyst is a DeepSeek V4 or next-gen AI agent launch in Q1, which could trigger another leg higher. The main risk is that most US-listed China tech ETFs underweight A-share AI chip exposure, making the ETF angle tricky.
Cambricon guided 2025 revenue of 6–7B yuan (up 410% YoY) and a swing to \~2B yuan profit after a loss last year.
This Reddit post, published February 11, 2026, features u/PineapplePooDog discussing 688256.SS. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/PineapplePooDog · Tickers: 688256.SS