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Hong Kong Stocks Fall on Profit-Taking; Nanshan Aluminium Slides 5% in Debut
Bearish surprise! Hong Kong stocks in the AI Infrastructure Concept all plummeted. There are still disagreements in the market about whether computing power is excessive.
① The AI Infrastructure Concept in the Hong Kong stock market experienced a collective decline; what Bearish factors are currently fermenting? ② There is still disagreement in the market regarding whether computing power is excessive; in what specific aspects does this manifest?
After the low-key release of DeepSeek-V3, the industry was shocked and once again questioned the Silicon Valley model.
① DeepSeek released the V3-0324 model on Monday evening, with preliminary tests showing that it can run on Consumer-grade Hardware, breaking the traditional notion that large models require a Datacenter; ② DeepSeek's model continues to reduce the energy consumption and computing costs of large models while maintaining an open-source approach to continuously drive technological innovation, leading to the rapid development of the domestic AI Industry and raising questions about Silicon Valley's closed and paid model.
Wanlian Securities: The effect of the Spring Festival holiday combined with the outstanding performance of new products led to a year-on-year growth of 27.65% in the game market in January.
Wanlian Securities suggests paying attention to leading companies with abundant reserves of license numbers, strong research and development capabilities, and high-quality products.
[Brokerage Focus] CICC: In the future, AI Agents may reshape the Internet ecosystem by taking over mobile phones.
Jinwu Financial News | CICC Research Reports indicate that after ChatGPT led the current wave of AI product development, the next generation of AI product forms has also attracted widespread attention. Recently, the Venture Monica launched a general-purpose AI Agent Manus, sparking discussions on AI Agents as an L3 stage product in AI. Manus has introduced innovations in multi-agent models and reliability issues. The innovation of product forms like AI Agents is as important as the evolution of the underlying models and demonstrates strong potential for commercialization and practical application. Looking to the future, AI
Express News | Tencent Bought Back 980,000 Shares for HK$500.5 Mln on March 24 - HKEX Filing
