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Insiders Made Right Decision To Sell As Linklogis Dips 12%
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.
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.
LINKLOGIS-W received an additional shareholding of approximately 8.069 million shares from JPMorgan, with a price of about 2.26 HKD per share.
According to the latest data from the Hong Kong Stock Exchange, on February 17th, JPMorgan increased its Shareholding in LINKLOGIS-W (09959) by 8.068995 million shares, at a price of HKD 2.2551 per share, totaling approximately HKD 18.1964 million. After the increase, the latest number of shares held is about 0.121 billion shares, with a shareholding ratio of 6.01%.
Siasun Robot&Automation, Deepseek and other main themes are repeatedly active, pay attention to the possibility of further differentiation after the emotional climax.
Track the entire lifecycle of the main Sector.
