Goldman Sachs raises the target for the Csi 300 Index: it can still rise by 19% in the coming year!

① The chief China Stocks strategist at Goldman Sachs expects the MSCI Chinese Index to reach 85 points within the next 12 months, higher than their previous target of 75 points; ② Meanwhile, the Goldman Sachs team has also raised the target for the CSI 300 Index for the next 12 months from 4600 points to 4,700 points, an upside potential of 19%.

cls.cn22:21 ET

CITIC SEC: DeepSeek integrates Hardware and application ecosystems, benefiting from BC-side applications and computing infrastructure.

The popularity of DeepSeek continues to spread, with the domestic Hardware ecosystem and application ecosystem continuing to converge around DeepSeek. Management Software leads the way, with various applications consistently integrating and continuously transforming and upgrading their own scenarios and products, while multi-cloud jointly promotes the implementation of Agents.

Zhitong Finance20:03 ET

Manufacturers are actively promoting the popularization of Asia Vets, and the penetration rate of advanced intelligent driving is expected to increase rapidly.

① According to media reports, the nano AI search "Hundreds of Cars Campaign" was held in Peking, and He Xiaopeng, Chairman of Xiaopeng Autos, stated that they aim to create a top-level intelligent driving product priced at 0.02 million dollars. ② Minsheng Securities indicated that end-to-end technology drives a leap in intelligent driving capabilities, with equal rights in intelligent driving as the core theme.

cls.cnFeb 13 19:05 ET

The "cost battle" continues! Pork supply is expected to increase. Will pig enterprises still be able to "earn easily" this year?

① In January, many listed pig companies recorded year-on-year growth in sales revenue, with significant sales revenue increases for Tangrenshen Group and Zhengbang Technology; ② In January, pig prices dropped again, although they increased compared to the same period last year, the overall trend in the past six months has been a downward fluctuation; ③ As hog supply gradually increases, the profitability of pig companies in 2025 may be weaker than in 2024.

cls.cnFeb 12 03:26 ET

DeepSeek will continue to promote! Morgan Stanley and UBS Group are both optimistic about China Stocks.

① Wall Street investment bank strategists expect that, driven by the DeepSeek model, Chinese Stocks will continue to rise; ② Global investors are reassessing the investability of the Technology and AI sectors in China; ③ Morgan Stanley believes that this momentum will continue in the short term; UBS Group anticipates that the rise in Chinese Stocks has only completed a small part.

cls.cnFeb 12 01:42 ET

Once again hitting the limit up, 36 public funds have heavily invested in Beijing Enlight Media, with the ETF being the biggest winner as funds are taking profits and exiting.

① Following the previous 3 boards in 5 days, Beijing Enlight Media once again hit the daily limit today; ② The animation and gaming ETF and film and television ETF, heavily invested in this stock, led the market, but funds have accelerated their outflow recently; ③ Some active equity Funds increased their holdings in this stock in the fourth quarter of last year.

cls.cnFeb 11 22:08 ET