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Express News | The Hang Seng Tech And Hang Seng Indexes Rose. US-listed Chinese Companies And China Equities ETFs Increased In Overnight Trading
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.
[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
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.
Hong Kong stock market barometer | Institutions say the Hang Seng Index is extremely overbought and needs adjustment. Short sellers in the market take the opportunity to short.
① Institutions state that the Hang Seng Index is extremely overbought and needs adjustment. Which Indicators have exceeded historical averages? ② Short sellers in the market seize the opportunity to short; how strong is the intensity of their actions?
Shanxi: Alibaba (09988) and Tencent (00700) with billions of daily active users catalysts, Bullish on domestic computing power as the main line.
Shanxi released a Research Report stating that Alibaba (09988) will announce its capital expenditure plan for the next three years: expected to exceed the sum of the past ten years.
