No Data
【Brokerage Focus】Time Fortune Financial: The central bank releases a signal of easing, and foreign capital remains Bullish on China Assets.
Jinwu Financial News | Time Wealth Financial released a Research Report indicating that the Global market exhibits a mixed pattern of bullish and bearish trends. The central bank has clearly stated that it will flexibly adjust MMF policy according to domestic and international economic conditions, and foreign capital remains Bullish on China Assets. Central bank policy and market outlook have been expressed by Deputy Governor Xuan Changneng, who stated that policy tools such as reserve requirement ratio cuts and interest rate reductions will be flexibly employed based on domestic and international economic and financial conditions to maintain reasonable and ample liquidity. Currently, the domestic economy is deepening the jiegoutiaozheng, and uncertainties in the Global supply chain are increasing, requiring a balance between stabilizing growth and preventing risks in monetary policy. The Ministry of Industry and Information Technology and other departments have proposed accelerating the layout of new infrast
Choosing between A-shares or Hong Kong stocks, Technology or non-Technology? Goldman Sachs' Research Reports respond to two major hot topics in investing in China.
① Currently, should investors continue investing in Hong Kong Stocks or shift to the A-share market? Should the focus be on the Technology Sector or shift to Consumer, Real Estate, and other non-Technology sectors? ② On Wednesday, Goldman Sachs' chief China Stocks strategist, Liu Jinjing, provided an analysis in his report.
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.
The "gap" in the implementation of the DeepSeek large model integrated machine | Depth
① The customer demand for the DeepSeek all-in-one machine has significantly increased, more than doubling compared to the customer density brought by ChatGPT in the previous two years. ② Currently, there is a severe shortage of relevant technical talent in government and enterprises, and there is a considerable gap between large models and their Business implementation.
Highlights from the brokerage morning meeting: Large models are driving the middle platform into a new phase, and the Technology Hardware Industry Chain is expected to benefit.
In today's Brokerage morning meeting, Soochow believes that the commercialization of non-invasive brain-machine interface products is expected to accelerate; HTSC stated that the growth rate of parcel volume in the express delivery industry this year may exceed expectations; China International Capital Corporation pointed out that large models are driving the middle platform into a new stage, and the Hardware Industry Chain is expected to benefit.
UBS Group: Maintains CHINA LIT (00772) 'Buy' rating and lowers Target Price to 37.2 Hong Kong dollars.
The company believes that future progress in IP derivative Business and market attention shifting to AI applications will be the main driving force behind the rise in Yuwen's stock price.
Unlock the Full List
