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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.
China Galaxy Securities: The importance of computational power is increasing, and the development of sub-sectors like optical modules is accelerating.
The current Sector of computing power, in the continuous development of inference applications, does not show a trend of declining demand for computing power; instead, the demand for computing power is further stimulated.
US FCC Investigates Chinese Communications Firms for Allegedly Skirting Restrictions
Express News | Federal Communications Commission Opens Investigation Into Chinese Companies Including Huawei, ZTE, China Telecom Determine if They Are Evading U.S. Restrictions
Northern funds trend | Northern funds net purchases amounted to 2.267 billion, increasing holdings in CHINA MOBILE (00941) and selling off Network Technology stocks such as Tencent (00700).
On March 21, in the Hong Kong stock market, the Northbound capital had a net buying of 2.267 billion HKD, including a net buying of 1.952 billion HKD from SH->HK Connect and a net buying of 0.314 billion HKD from SZ->HK Connect.
Buy n Die Together❤ :
Hamza Khan226 : nice