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.

cls.cn19:24 ET

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.

wallstreetcnMar 3 03:44 ET

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.

cls.cnMar 2 20:19 ET

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.

Zhitong FinanceMar 2 18:58 ET

Trending Industry Today: BYD ELECTRONIC Leads Losses In Virtual Reality Stocks

Moomoo NewsFeb 28 02:10 ET

Hong Kong stocks fluctuated | The entire Industry Chain for mobile phones plummeted due to the threat of USA tariffs impacting the supply chain, with first quarter iPhone sales not meeting expectations.

The mobile Industry Chain has suffered a significant decline. As of the time of reporting, BYD Electronics (00285) has fallen by 12.05% to HKD 49.25; Sunny Optical (02382) has decreased by 8.04% to HKD 86.35; COWELL (01415) has dropped by 6.88% to HKD 29.8; Q TECH (01478) has decreased by 6.49% to HKD 7.06.

Zhitong FinanceFeb 28 01:54 ET