Trending Industry Today: SENSETIME-W Leads Losses In Metaverse Stocks

Moomoo NewsFeb 28 01:40 ET

Technology stocks are experiencing a crazy "roller coaster", and Xiaomi's stock price is in great turmoil! Lei Jun briefly became the new richest person in China.

The alarm for overheating in technology stocks has sounded.

Gelonghui FinanceFeb 27 01:01 ET

[Brokerage Focus] Zhuhai International: The cost of model calls is declining, and the application ecosystem is expected to gradually flourish.

Jinwu Financial News | China Merchants Jinling International released an AI-themed report, stating that the emergence of open-source large models with lower costs and better usability has lowered the development threshold for B-end Software and large models, enabling more small and medium developers to engage in secondary development based on cutting-edge models, which is expected to promote the prosperity of the Software ecosystem. For players in the AI application market, finding quality niche application areas and scenarios, and developing excellent AI applications to meet user needs through combinations of different API calls, has gradually become a market focal point. The report discusses the application scenarios of generative AI in various Industries in China and Global, along with the corresponding potential market scale.

Jinwu Finance NewsFeb 26 01:13 ET

The volatility of Technology stocks has intensified in the short term, waiting for low-buy opportunities after risks are fully released.

Track the entire lifecycle of the main Sector.

cls.cnFeb 25 20:22 ET

[Brokerage Focus] CITIC SEC indicates that domestic cloud giants are accelerating AI development comprehensively, and leaders in AIDC are benefiting significantly.

Jinwu Financial News | CITIC SEC stated that AIDC is a heavy asset Rental & Leasing Services with a technology attribute. The initial Capex investment mainly includes land, data center input, as well as the purchase of Electrical Utilities and temperature control equipment. The operating costs primarily consist of depreciation and electricity fees. The initial construction of AIDC typically requires 1-3 years, while customer onboarding usually takes 6-18 months. Generally, reaching a 50% utilization rate is sufficient to achieve break-even. For leading manufacturers, IDC can achieve a gross margin of over 50% and a net margin of over 30% under a utilization rate exceeding 90%. Since 2024, the fundamentals of the Industry have significantly improved. On one hand, high-quality domestic

Jinwu Finance NewsFeb 25 19:43 ET

The "Technology Carnival" has become a strong catalyst, public funds are gathering to research Computer and high-end manufacturing. Who will be able to capture the next doubling stock?

① Numerous Fund companies are intensifying their research efforts on the Technology Sector, attempting to uncover future investment opportunities in the technology wave, with the Computer Industry companies being the most focused on; ② Several DeepSeek Concept stocks have doubled in price this year, and Institutions believe that technology stocks, particularly those related to DeepSeek, are expected to continue to perform strongly.

cls.cnFeb 25 08:58 ET