Technology stocks are experiencing a crazy "roller coaster", and Xiaomi's stock price is in great turmoil! Lei Jun briefly became the new richest person in China.
The alarm for overheating in technology stocks has sounded.
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The volatility of Technology stocks has intensified in the short term, waiting for low-buy opportunities after risks are fully released.
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The "Technology Carnival" has become a strong catalyst, public funds are gathering to research Computer and high-end manufacturing. Who will be able to capture the next doubling stock?
① Numerous Fund companies are intensifying their research efforts on the Technology Sector, attempting to uncover future investment opportunities in the technology wave, with the Computer Industry companies being the most focused on; ② Several DeepSeek Concept stocks have doubled in price this year, and Institutions believe that technology stocks, particularly those related to DeepSeek, are expected to continue to perform strongly.
Hong Kong stock market barometer | Institutions say the Hang Seng Index is extremely overbought and needs adjustment. Short sellers in the market take the opportunity to short.
① Institutions state that the Hang Seng Index is extremely overbought and needs adjustment. Which Indicators have exceeded historical averages? ② Short sellers in the market seize the opportunity to short; how strong is the intensity of their actions?
Ice and fire coexist! The Technology sector is "hot and spicy," with crowding reaching the ceiling, while these Sectors have fallen into a "cold winter."
①As of today, the total transaction amount of the TMT and Machinery Sector has exceeded 1 trillion for three consecutive days, accounting for over 50% of the market for fifteen consecutive days. ②In terms of valuation, the PE of the Machinery, Electronics, Steel, Computer, Building Materials, and other sectors are at historically high levels. ③The crowding level in the Wind Power, Ship Manufacturing, Textile and Apparel, Tourism and Scenic Spots, Air Transportation, Banks, Coal, Oil and Petrochemical, and Thermal Power sectors is moderate to low.
Similar to 2010, DeepSeek begins the "iPhone4" moment of AI.
SWHY believes that the current stage of AI industry development is very similar to the early days of the Penghua CSI Mobile Internet Index Fund(LOF)-A in 2010, and the emergence of DeepSeek technology has greatly increased the likelihood of AI applications being implemented, similar to the role that the iPhone 4 played in promoting mobile internet applications at that time.
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.
A Look At The Intrinsic Value Of Kingsoft Corporation Limited (HKG:3888)
Local governments are keen on DeepSeek, chasing the AI government affairs trend.
1. Jiangyin, known as the first county in China Capital Markets, has seen the DeepSeek application quietly enter its third generation in just two weeks. 2. Currently, the market participants of State-owned Assets Cloud mainly include central state-owned enterprises and local state-owned enterprises, with the former primarily comprising the three major telecom operators and China Electronics Corporation among others. 3. On the other side of the market explosion, with the in-depth application of DeepSeek, data security and privacy protection issues have also attracted attention.
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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.
KINGSOFT (03888.HK) was increased in Shareholding by JPMorgan for 5.7394 million shares.
On February 21, according to the latest equity disclosure information from the Hong Kong Stock Exchange, on February 14, 2025, KINGSOFT (03888.HK) was further acquired by JPMORGANCHASECO at an average price of HKD 44.2624 per share for 5.7394 million shares, involving approximately HKD 0.254 billion. After the increase, the latest number of shares held by JPMORGANCHASECO is 68,108,141 shares, with the shareholding ratio rising from 4.67% to 5.10%.
Goldman Sachs: The widespread adoption of AI over the next decade is expected to drive overall earnings of Chinese Stocks to increase by 2.5% annually.
Goldman Sachs' chief Analyst for China Stocks, Liu Jinjing, pointed out in a recent research report that investors' optimism regarding AI economic growth and benefits has contributed to the Hang Seng TECH Index and MSCI Chinese Index surging 27% and 19% respectively over the past month.
Siasun Robot&Automation, Deepseek and other main themes are repeatedly active, pay attention to the possibility of further differentiation after the emotional climax.
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Express News | DeepSeek Sources: Financing News Is a Rumor
Why Kingsoft Cloud Holdings Limited (KC) Crashed on Tuesday?
Kingsoft Cloud Holdings Put Volume Heavy and Directionally Bearish
Hong Kong Stock Market Indicator | The Hang Seng Index shows reduced volume at high levels, highlighting cautious sentiment from both bulls and bears, while the funding sentiment is euphoric, institutions warn of risks.
① The Hang Seng Index's high position with reduced volume highlights caution from both bulls and bears; can it break through the 23,000-point barrier? ② The funding sentiment is exuberant, and Institutions warn of risks; what other non-AI hotspots are worth attention?