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Capital movement | Northward capital has aggressively purchased Hong Kong stocks exceeding 22.4 billion Hong Kong dollars, focusing on Alibaba and Xiaomi Group.
Track the latest dynamics of southbound capital.
Central China: The three major operators have fully integrated into the DeepSeek CNI Data Factor Index industrialization process, accelerating progress.
Operators are fully involved in the construction of the computing power network, entering a critical period of transition from data resourceification to assetification, exploring the path to release the value of CNI Data Factor Index, possessing Technology growth attributes, and the value is expected to continue to be reassessed.
China BOC International: AI applications will experience rapid development and computing power expansion. Technological reform may become the biggest highlight in the Communications Industry.
It is expected that in 2025 there will be rapid development of AI applications and expansion of computing power, the Communications Industry will still have a high level of prosperity, and technological transformation will become the biggest highlight of the industry.
The short-term differentiation of the DeepSeek Concept may continue, focusing on the rotation opportunities between high and low in AI.
Track the entire lifecycle of the main Sector.
【Brokerage Focus】China Securities Co.,Ltd. suggests that the IDC Industry is expected to enter a new cycle.
Jinwu Financial News | China Securities Co.,Ltd. stated that four cloud service providers in North America are maintaining a rapid growth trend in capital expenditures. Domestic cloud service providers are also expected to increase their capex plans, and recently, the leading domestic cloud service providers have announced the launch or deployment of DeepSeek, continuing to make significant progress in large models and applications. Alibaba is collaborating with Apple to develop AI features for the domestic iPhone. WeChat Search is enriching AI searches through the use of mixed large models and has recently officially begun gray testing for integrating DeepSeek. The three major telecom operators and various Industry-related Software/application companies have also announced their launches or deployments.
CICC: The open-source "DeepSeek-R1" is expected to drive rapid growth in computing power demand, focusing on CHINA TELECOM and others.
China International Capital Corporation released a Research Report stating that with the official release of the CHINA MOBILE AI platform "DeepSeek-R1" model, more companies will adopt the DeepSeek series models in an open-source environment, driving rapid development of AI computing power demand. It is recommended to pay attention to different types of benefiting companies, such as CHINA TELECOM (00728), CHINA MOBILE (00941), Kingsoft Cloud (KC.US), while maintaining the ratings and earnings forecasts of the covered companies unchanged. China International Capital Corporation mentioned that different participants in the Cloud Computing market have different opportunities in the wave of AI. For operators in the cloud sector, open-source models enrich the choice of models.
