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Trending Industry Today: XIAOMI-W Leads Gains In Virtual Reality Stocks
Express News | Hong Kong Stocks Rise After China Announced a Series of Economic Targets for 2025 During the Two Sessions
Brokerage morning meeting highlights: DeepSeek reopens its source code, focusing on changes in AI applications.
At today's Brokerage morning meeting, HTSC proposed that DeepSeek be open-sourced again and focus on changes in AI applications; China International Capital Corporation believes that AI+finance is expected to reach a scaling inflection point; China Securities Co.,Ltd. stated that the performance resonance of lithium battery demand is signaling the beginning of a new cycle.
In March, the shipping volume of power Batteries is expected to grow significantly, Goldman Sachs: Battery sales are "strongly correlated" with stock prices.
Goldman Sachs found that since 2024, the shipment volume of Batteries has shown a high correlation with the stock performance of companies like Contemporary Amperex Technology and Hunan Yupower. According to ICCSino's data, the shipment volume of China's power battery Industry in March is expected to exceed market expectations, with a month-on-month growth of 15%. Goldman Sachs believes that this strong monthly growth expectation further solidifies their determination of the cyclical recovery in the Industry.
The divergence in the technology stock sector is increasing, pay attention to the rotation opportunities in low-level directions such as Solid State Battery and CSI Consumer 360 index.
Track the entire lifecycle of the main Sector.
China Securities Co.,Ltd.: The demand for lithium batteries and performance catalysts are approaching, focus on symbols with performance certainty.
The electric vehicle Industry has strong momentum every year when the peak season arrives.
102875548 : OK OK OK... rotational play move

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oooppsss i mean i mean... china sector is underweight, valuations are reasonable... PE and earnings are acceptable and higher upside.
Better to build a position here. Alibaba will be
Buy n Die Together❤ :