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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?
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.
[Brokerage Focus] Galaxy Securities: As a leader in the Computing Industry, Operators are expected to drive the independent and controllable acceleration of optical chips.
Jinwu Financial News | Galaxy Securities Research indicates that Operators, as the largest data pipeline in China, possess advantages in data and interfaces. As leaders in the Computing Industry, Operators are leveraging their outstanding capabilities in cloud resource pools and Hardware to promote the proliferation of AI applications. Additionally, the future demand for stronger training models will drive the rapid development of the Optical Modules and AIDC Industry Chain. Amid the complicated trends in the Global economic situation, the process of self-control for core components like optical chips may further accelerate.
Trending Industry Today: CHINA UNICOM Leads Gains In Tesla Ecosystem 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.
Fujian Snowman (002639.SZ): The holding subsidiary has provided professional services such as computer room engineering and HVAC engineering for the Datacenter construction projects of operators including China United Network Communications and CHINA MOBI
On February 20, Gelonghui reported that Fujian Snowman (002639.SZ) stated on the investor interaction platform that its controlling subsidiary has provided Professional Services such as data center construction projects for operators including China United Network Communications and CHINA MOBILE. Hangzhou Longhua, as a subcontractor for the new computing power center environmental infrastructure upgrade and transformation project of the Zhijiang Laboratory, is primarily responsible for the environmental adaptability renovation construction of six computer rooms. The relevant construction plan must meet the operational requirements for liquid cooling Server; however, the business revenue from this project accounts for less than 1% of the total revenue from the group's main business, therefore it does not constitute a significant impact on the company's overall performance.
COWmustMoo : very good ... are u taking profit..else is just paper gain