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Semiconductor Manufacturing International Corporation has made new progress in its expansion! The second phase of industrial land in Beijing has been sold, with a planned total investment of no less than 50 billion yuan.
① The website of the Peking Municipal Planning and Natural Resources Commission shows that the auction results for the industrial land project at Yizhuang New City YZ00-0606 Block 0001-2 were announced today. According to sources close to Semiconductor Manufacturing International Corporation, this land is designated for the Semiconductor Manufacturing International Corporation Beijing Phase II planned land. ② Zhao Haijun of Semiconductor Manufacturing International Corporation recently stated that capital expenditures are expected to be approximately 7.5 billion U.S. dollars in 2025, with plans to add a monthly production capacity of about 0.05 million 12-inch wafers each year.
Morgan Stanley views BAT: "Overweight" on Tencent, "Bullish" on Alibaba Cloud, "concerned" about Baidu Search.
Morgan Stanley stated that as the costs of AI model training and inference decrease, Tencent, Alibaba, and Baidu will all benefit. As the market shifts its focus from large model capabilities to AI applications and monetization, Morgan Stanley has given Tencent an overweight rating. Alibaba's recent stock price rebound reflects the upside potential of its Cloud Computing business, while Baidu's core search business may face monetization risks due to the impact of generative AI.
Express News | The Hang Seng Index and Hang Seng TECH Index rise; DeepSeek-related stocks continue to climb.
DeepSeek has changed everything! Goldman Sachs has proposed a new framework for investing in the Chinese stock market.
First, Goldman Sachs divides the total market value of 14 trillion dollars of China Stocks into two main categories: AI Technology and non-Technology. Second, within the AI Technology sector, the 6 trillion dollars in market value is further subdivided into Semiconductors (including Software design), Infrastructure (Hardware, Data Storage, Cooling System), Data and Cloud (such as Internet platform companies), and Software and Applications (self-driving, Biotechnology, humanoid Robots, Internet service providers, etc.). Third, in the non-Technology sector, the 7 trillion dollars in market value is classified into income enhancers and productivity enhancers. Finally, Goldman Sachs ranks various sub-industries and thematic groups according to their relative price sensitivity to NVIDIA and META, allowing for a better understanding of China's Industry and the level of Trade of AI agents in the two dominant trends in the Technology world - capital expenditure and application.
The short-term differentiation of the DeepSeek Concept may continue, focusing on the rotation opportunities between high and low in AI.
Track the entire lifecycle of the main Sector.
China's Terrific Ten Are Beating Mag 7. Will the Current Momentum Carry On?