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Guosheng Securities: The new logic of the IDC Industry under AI development will start from energy consumption destocking.
The rapid development of AI will drive the demand for Datacenters after digesting existing resources, promoting improvements in prices and profitability.
Everbright: Under the fluctuations of market sentiment, pay attention to the AH "dumbbell" type configuration.
The A-shares "spring surge" market in 2025 may gradually begin; the domestic economy is still in the process of improvement, and this improvement will provide support to the Hong Kong stock market.
This year's biggest winner in the A-share market.
An increasingly obvious trend.
Guosheng Securities: Pay attention to AIDC Infrastructure and recommend "Four Large and Four Small".
In the future, as the demand for Electrical Utilities in Datacenters gradually increases, power suppliers for Datacenters are expected to benefit from the demand for improved stability of Datacenters.
Chinese Shares End Higher, Led by Semiconductor Stocks -- Market Talk
Cambricon Technologies (SHSE:688256) Is In A Good Position To Deliver On Growth Plans
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Btan : If this is true, China is playing the same card as US. This will disrupt the movements in China funds. Especially when Baba is cooperating with Nividia
considerate Kiwi_974 : Is time to short Nvidia. Some news about SMCI and Nvidia cooked their books. Think Nvidia will be called for investigation soon. No wonder Huang kept selling his shares.