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Microsoft's "rental withdrawal" shakes the Technology chain: Can DeepSeek's open-source breakthrough offset the chill in the Hong Kong stock AI Sector?
① What impact does Microsoft's cancellation of datacenter leases have on Hong Kong stocks related to the DeepSeeK concept? ② How does DeepSeek's FlashMLA technology realize the potential of GPUs?
Trending Industry Today: MOBVISTA Leads Losses In SaaS Stocks
Zhikong Decision-Making Reference | Market trends are developing in depth.
The Hang Seng Index broke through 23,241 points last week as expected. This means that the market will develop further.
Technology stocks continue to soar, and the dual-main line market of DeepSeek and Siasun Robot&Automation is expected to persist.
Track the entire lifecycle of the main Sector.
Trending Industry Today: MARKETINGFORCE Leads Gains In SaaS Stocks
Wanlian Securities: The consumer terminal market continues to recover, and DeepSeek is expected to accelerate AI edge deployment.
Wanlian Securities suggests paying attention to the new product launches of brand manufacturers in the AI Consumer terminal Industry, the investment opportunities brought by the acceleration of the replacement cycle, and the leading manufacturers in the upstream fields of the Industry Chain, such as computing power chips, storage, and components.