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Alibaba's Tsai Sounds Alarm On Signs Of AI Bubble In US: 'People Are Building Data Centers On Speculation'
After the low-key release of DeepSeek-V3, the industry was shocked and once again questioned the Silicon Valley model.
① DeepSeek released the V3-0324 model on Monday evening, with preliminary tests showing that it can run on Consumer-grade Hardware, breaking the traditional notion that large models require a Datacenter; ② DeepSeek's model continues to reduce the energy consumption and computing costs of large models while maintaining an open-source approach to continuously drive technological innovation, leading to the rapid development of the domestic AI Industry and raising questions about Silicon Valley's closed and paid model.
Insurance capital is about to "operate" Gold! Four major insurance capital giants have been approved to become members of the Shanghai Gold Exchange.
Insurance funds broaden the channels for risk avoidance.
Concerns remain as the market shows signs of recovery after hitting a bottom, with deep-sea Technology and cyclical stocks becoming the focus of attention.
Track the entire lifecycle of the main Sector.
Xiaomi offers a discount of 6.5% to distribute 42.5 billion Hong Kong dollars, Citibank states "short-term pressure on stock prices, long-term optimization of financial structure."
Citigroup's analysis believes that despite the short-term dilution pressure on stock prices, the placement will optimize Xiaomi's financial structure, supporting the company's long-term development in areas such as AI research and development and electric vehicle production expansion.
Hong Kong stock morning news | Trump sends signals about tariff exemptions; Xiaomi plans to raise approximately 42.5 billion Hong Kong dollars through a placement.
① Trump has stated that he will announce additional tariffs on Autos, timber, and chips; there may be exemptions for tariffs on multiple countries. ② Trump again calls for the Federal Reserve to lower interest rates; Federal Reserve's Bostic stated that the inflation rate will not return to 2% before early 2027. ③ The three major U.S. stock indices collectively rose, while China Concept Stocks remained lukewarm. ④ The central bank's MLF operation was adjusted to multiple price level bidding, marking a net injection after eight months.