บทวิเคราะห์ (Research)

China-based AI assistant DeepSeek, with much smaller investment value and less development time than AI giants like ChatGPT, significantly affected U.S. tech giants as well as Thai tech stocks (DELTA, CCET), so SET Index may fluctuate. Many countries are using economic stimulus measures. Fed may cut the interest rate one more time in 2024 (Fed Watch Tool). China’s manufacturing PMI missed forecast, so additional economic stimulus is expected. Thailand is using money injection policies to boost the economy.