2026-01-18 00:36:32

It's been nearly twelve months since DeepSeek's AI breakthrough sent shockwaves through the global financial landscape. Now, heading into 2026, China is riding a new wave of tech innovation—and the stock market is definitely taking notice. Yet beneath the surface of this rally lies a contradiction: while cutting-edge breakthroughs are driving investor optimism, the underlying economic fundamentals remain surprisingly shaky. The tension between technological promise and economic reality is the story everyone's watching right now. Markets respond to narratives, and right now the narrative is all about innovation momentum. Whether that's enough to sustain momentum when the economic data tells a different story? That's the real question keeping traders and analysts on edge.

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consensus_whisperer

· 8h ago

To be honest, this is a typical "story-driven market"... DeepSeek's recent surge was indeed impressive, but relying on storytelling to support the stock price will eventually expose the truth.

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0xInsomnia

· 8h ago

Hmm... honestly, this is a typical case of "tech stocks high, economic data cry." How long can it last?

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OnchainDetective

· 8h ago

According to on-chain data, there are some issues with the fund flow behind this wave of DeepSeek concept hype... After multiple address tracking, it is evident that while many retail investors are taking the bait, institutions have already quietly escaped, a typical wash token method. With such poor economic fundamentals, yet still promoting innovative narratives, it’s obvious that they are creating an escape window for the whales. I have long suspected this.

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OnChainSleuth