Hong Kong Stock Market Morning Report | AI and other key areas receive renewed attention, DeepSeek becomes the fastest growing AI tool in the Global market.
① The Ministry of Industry and Information Technology will focus on key areas such as AI and critical software, nurturing a batch of platforms for the transformation of innovative achievements. ② DeepSeek's monthly visits exceed ChatGPT. ③ Huawei: Global sales revenue in 2024 is 862.1 billion yuan, with a Net income of 62.6 billion yuan. ④ Li Auto's internal sales target for this year: 0.7 million units for the entire year, with 0.05 million units for pure electric.
Public Companies Are Kingsoft Cloud Holdings Limited's (NASDAQ:KC) Biggest Owners and Were Hit After Market Cap Dropped US$412m
The pattern of "weak performance of the technology stocks" in the Hong Kong stock market is intensifying. What direction will the market take next?
① Currently, the profit growth of Hong Kong stocks mainly relies on the optimization of profit margins in the Technology Sector rather than revenue expansion. Does this imply that the foundation for sustained market growth in the future is relatively weak? ② For the "Adjustment of Technology Positions + Dividend Hedging" strategy proposed by CICC, how should investors balance the conflict between short-term volatility defense and long-term strategy adherence?
Statutory Profit Doesn't Reflect How Good Kingsoft's (HKG:3888) Earnings Are
Analysts Have Conflicting Sentiments on These Communication Services Companies: Kingsoft (OtherKSFTF) and Direct Digital Holdings (DRCT)
Jefferies Adjusts Kingsoft's Price Target to HK$43.30 From HK$35, Keeps at Buy
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.
Kingsoft Cloud's Earnings Call: Record Growth and Profitability
Results: Kingsoft Corporation Limited Exceeded Expectations And The Consensus Has Updated Its Estimates
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.
Kingsoft Cloud Grants Over 5 Million RSUs to Employees
Beijing Kingsoft Office Software's 2024 Profit Jumps 25%; Shares Slip 3%
BOCOM INTL: Raised the Target Price of KINGSOFT (03888) to 50 HKD, maintaining a Buy rating.
The bank expects stable growth potential driven by new games in 2025, and the application of WPS AI features is expected to continue to drive rapid growth in WPS 365 and WPS personal subscription Business.
Kingsoft Posts 221% Profit Jump in 2024, Revenue Rises 21%
KINGSOFT: Beijing Kingsoft Office Software, Inc's net income for 2024 is approximately 1.645 billion yuan, a year-on-year increase of 24.84%.
KINGSOFT (03888) announced the performance of Beijing Kingsoft Office Software, Inc (688111.SH) for 2024, with revenue of approximately 5.121 billion yuan, a year-on-year increase of 12.4%; net income attributable to shareholders of listed companies of approximately 1.645 billion yuan, a year-on-year increase of 24.84%; and EPS of 3.56 yuan.
Kingsoft Cloud Reports Improved 2024 Financial Results Despite Ongoing Losses
Earnings Call Summary | KINGSOFT CORP(KSFTF.US) Q4 2024 Earnings Conference
Kingsoft GAAP EPS of RMB0.35