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Sudden buying explosion! China's "Ten Technology Giants" have arrived.
DeepSeek is making a big move!
J.P. Morgan reveals investment trend indicators: Growth stocks are no longer in the spotlight, Small Cap and China Technology stocks are ushering in spring.
JPMorgan released a Global Market Strategy Report.
Hong Kong stock market review: The Hang Seng Index briefly surpassed 23,000 points, reaching a new high for this stage, with significant gains in AI Medical and DeepSeek Concept.
The net money flowing in from the south is 22.423 billion Hong Kong dollars.
【Brokerage Focus】China Securities Co.,Ltd. suggests that the IDC Industry is expected to enter a new cycle.
Jinwu Financial News | China Securities Co.,Ltd. stated that four cloud service providers in North America are maintaining a rapid growth trend in capital expenditures. Domestic cloud service providers are also expected to increase their capex plans, and recently, the leading domestic cloud service providers have announced the launch or deployment of DeepSeek, continuing to make significant progress in large models and applications. Alibaba is collaborating with Apple to develop AI features for the domestic iPhone. WeChat Search is enriching AI searches through the use of mixed large models and has recently officially begun gray testing for integrating DeepSeek. The three major telecom operators and various Industry-related Software/application companies have also announced their launches or deployments.
Xi Jinping Meets Chinese Private-Sector Company Leaders: State Media
Hong Kong stock concept tracking | Capital expenditures of Cloud Computing Service providers are expected to maintain a year-on-year growth rate of 31% in 2025, as Cloud Computing enters a high growth cycle (including concept stocks).
The capital expenditure of overseas Cloud Computing Service providers is expected to maintain a year-on-year growth rate of 31% in 2025.
