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Hong Kong stocks fluctuating | Telecom operators collectively surged, China United Network Communications (00762) once rose more than 12%. IDC and Cloud Computing Business bring a revaluation of value for operators.
Telecom operators have collectively surged. As of the time of this report, China United Network Communications (00762) rose by 8.86% to 8.97 HKD; CHINA TELECOM (00728) increased by 5.27% to 6.19 HKD; CHINA MOBILE (00941) went up by 1.69% to 81.25 HKD.
Hong Kong stock Concept tracking | The three major operators have successively announced the launch of DeepSeek Cloud Computing, with the overseas mapping valuation logic fully restored (including Concept stocks).
Domestic AI ecosystem investment opportunities are expected to flourish everywhere, and the valuation mapping logic of Cloud Computing is being fully repaired.
China Securities Co.,Ltd.: Cloud factory capex continues to grow significantly; pay attention to Deepseek computing power services and edge computing.
Recently, the three major operators, CHINA TELECOM, China United Network Communications, and CHINA MOBILE, announced the launch of DeepSeek.
CICC: How do open-source AI models affect the Cloud Computing Service market?
Different participants in the Cloud Computing market have different opportunities in the wave of AI.
After the concept divergence of DeepSeek intensifies, the market may enter a volatile rotation rhythm.
Track the entire lifecycle of the main Sector.
Express News | China Telecom Corp Says Lock-up Period for 62.7% Stake in Co to End, Shares to Start Trading on Feb 20