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Hong Kong stock morning report｜U.S. stock three major indexes closed lower, Chinese concept stocks showed divergent trends, USD has fallen for three consecutive days.
① In March, inflation in the USA cooled significantly, but economists warn that the impact of Trump's tariffs is about to become apparent. ② The three major U.S. stock indexes collectively closed lower on Thursday, with the Nasdaq down 4.31%; China Concept Stocks showed mixed performance. ③ The EU has suspended countermeasures against U.S. tariffs, with Von der Leyen indicating that further actions may still be implemented. ④ The USD reached a six-month low, international oil prices fell over 3%, and gold prices hit a new historic high.
Under the Deepseek effect, Goldman Sachs puts cold water on the Datacenter boom: the Global Datacenter utilization rate has reached its peak.
From the release of DeepSeek, which is a low-cost competitor to ChatGPT, to Microsoft scaling back its Global AI Datacenter projects, and Alibaba Director Zhang Yong warning about a bubble in USA AI infrastructure investments, multiple warning signals are flashing: the boom in AI Datacenters may soon be facing a cool down.
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