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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.
Brokerage morning meeting highlights: The points of general Consumer are gradually increasing, focusing on high cost-performance directions.
In today's Brokerage morning meeting, HTSC suggested that the highlights of the Consumer sector are gradually increasing, recommending the selection of high cost-performance directions; China International Capital Corporation believes that with the MLF restarting net injection after 8 months, it may imply a decrease in the probability of short-term reserve requirement cuts; China Securities Co.,Ltd. indicated that the Hardware and Software of the AI Industry Chain resonate simultaneously and recommends paying attention to the ongoing changes in the AI industry.
BYD Company's Revenue Tops $100 Billion in FY24
Alibaba's Tsai Sounds Alarm On Signs Of AI Bubble In US: 'People Are Building Data Centers On Speculation'
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.
Insurance capital is about to "operate" Gold! Four major insurance capital giants have been approved to become members of the Shanghai Gold Exchange.
Insurance funds broaden the channels for risk avoidance.