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Hong Kong Stock Morning Report | US stocks rebound, China's Golden Dragon Index surges 6.4%, the State Council aims to increase support for Technology enterprises.
① The USA will grant a one month tariff exemption on Autos imported under the USMCA. ② The three major US stock indexes closed higher, with the Nasdaq China Golden Dragon Index rising by 6.4%. ③ The General Office of the State Council stated that efforts should be increased to support equity financing for Technology companies that break through key core technologies. ④ Morgan Asset Management indicates that the process of revaluation of China Assets has just begun.
Brokerage morning meeting highlights: DeepSeek reopens its source code, focusing on changes in AI applications.
At today's Brokerage morning meeting, HTSC proposed that DeepSeek be open-sourced again and focus on changes in AI applications; China International Capital Corporation believes that AI+finance is expected to reach a scaling inflection point; China Securities Co.,Ltd. stated that the performance resonance of lithium battery demand is signaling the beginning of a new cycle.
China Aviation Securities: The gaming policy environment is becoming more friendly, and 'AI + overseas expansion' is helping to improve the industry's prosperity.
AVIC Securities remains Bullish on the gaming Sector's configuration opportunities with the dual enhancement of performance and valuation.
The divergence in the technology stock sector is increasing, pay attention to the rotation opportunities in low-level directions such as Solid State Battery and CSI Consumer 360 index.
Track the entire lifecycle of the main Sector.
Hong Kong Stock Market Morning Report | Political Bureau meeting mentioned real estate and stock market, the US-Ukraine mineral agreement was not signed.
① The Politburo of the Central Committee emphasized stabilizing the real estate and stock markets. ② The USA and Ukraine mineral agreement failed to be signed. ③ The core PCE price index in the USA increased by 2.6% year-on-year in January, meeting expectations. ④ According to the National Statistics Bureau, the manufacturing purchasing managers' index (PMI) in February was 50.2%, an increase of 1.1 percentage points from the previous month. ⑤ Peking: Striving to promote the deployment of 10,000 humanoid Siasun Robot&Automation by 2027.
As high as 545%! DeepSeek has released its cost-profit margin for the first time. What is the impact on computing power?
According to DeepSeek's calculations, the theoretical daily profit of the V3/R1 inference system can reach 3.46 million yuan. The founder of Silicon-based Flow, Yuan Jinhui, commented that the V3/R1 architecture is significantly different from other mainstream models. Brokerage opinions suggest that in the medium to short term, technology giants will continue to make ongoing and large-scale investments in the field of AI computing power, which will remain a highly certain event.
There's No Escaping IDreamSky Technology Holdings Limited's (HKG:1119) Muted Revenues Despite A 37% Share Price Rise
