The market is still in a short-term retreat phase; after the peak of Solid State Battery, disagreements may intensify.

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cls.cnMar 3 20:26 ET

【Data Watch】Institutions are fiercely competing over Shanghai CDXJ Digital Technology, while three speculators team up to offload shares of Power HF Co., Ltd.

① The concept stock related to computing power, Shanghai CDXJ Digital Technology, was sold by an institution for 0.286 billion while receiving a buy from another institution for 0.164 billion. ② In the end, Power HF Co., Ltd. experienced a 'Tian Di Ban' performance, with three top-tier speculative trading positions collectively selling over 90 million.

cls.cnMar 3 05:14 ET

As high as 545%! DeepSeek has released its cost-profit margin for the first time. What is the impact on computing power?

According to DeepSeek's calculations, the theoretical daily profit of the V3/R1 inference system can reach 3.46 million yuan. The founder of Silicon-based Flow, Yuan Jinhui, commented that the V3/R1 architecture is significantly different from other mainstream models. Brokerage opinions suggest that in the medium to short term, technology giants will continue to make ongoing and large-scale investments in the field of AI computing power, which will remain a highly certain event.

cls.cnMar 2 05:58 ET

The main Communications business is experiencing a downturn! ZTE's revenue and profit both declined last year, with Net income dropping 9.66% year-on-year | Earnings Reports insights.

ZTE faced pressure on revenue last year, with revenue of 121.299 billion yuan, a year-on-year decrease of 2.38%. Profitability also declined, with net income attributable to ordinary shareholders of the listed company at 8.425 billion yuan, a year-on-year decrease of 9.66%. The company stated that it will accelerate the transformation towards "connectivity + computing power" in an attempt to expand new market space.

wallstreetcnFeb 28 07:53 ET

Sales in the overseas market have increased, and Beijing InHand Networks Technology's net profit in 2024 is expected to grow by more than 30% year on year.

① Beijing InHand Networks Technology stated that with the deep integration of new technologies such as 5G and AI with the industrial Internet of Things, the application scenarios of the industrial Internet of Things will continue to expand, enhancing the depth and breadth of applications. Benefiting from the iterative advancements in AI technology brought by DeepSeek, it is becoming an important stimulus factor for Global technology stocks by 2025; ② The Star AI Index has accumulated an increase of nearly 30% from the beginning of this year to the closing on February 25.

cls.cnFeb 25 20:42 ET

The volatility of Technology stocks has intensified in the short term, waiting for low-buy opportunities after risks are fully released.

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cls.cnFeb 25 20:22 ET