[Data View] Institutions have been continuously increasing their positions in Asia Vets, while powerful speculators are selling Hainan Huatie for over 0.6 billion.

① The AI all-in-one machine Concept stock, Zhimei Asia Vets, received over 80 million from Institutions buying in, and this stock has been significantly bought by Institutions for two consecutive days. ② The computing power Concept stock Hainan Huatie has been Sold for 0.662 billion by GTJA's Shanghai Haiyang West Road branch.

cls.cnMar 7 05:07 ET

Driven by technology and policy, the Education Industry pattern and valuation are expected to be restructured.

At the economic themed press conference on March 5, Zheng Zhanjie, the director of the National Development and Reform Commission, introduced plans to expand the supply of high-quality Education resources, continue to promote the quality upgrade of higher education, and further increase the scale of undergraduate enrollment in 'Double First Class' Universities.

cls.cnMar 6 19:06 ET

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

Track the entire lifecycle of the main Sector.

cls.cnMar 3 20:26 ET

The battle for intelligent driving among car companies has begun, and the penetration rate of intelligent driving is expected to enter a period of rapid increase.

① Domestic car companies have announced the sales data for February 2025, and are generating buzz for new products. Among them, BYD's sales in February exceeded 320,000 units, reaching 322,800 units, a year-on-year increase of 164%, and has initiated the "Smart Driving Equality" campaign. ② Kaiyuan Securities pointed out that supply drives demand, and the resonance of technology costs and experiences may lead to a rapid increase in the penetration rate of smart driving.

cls.cnMar 3 19:04 ET

The theoretical cost-profit margin of DeepSeek reaches as high as 545%, and major Cloud Computing companies may become the most benefited direction.

①DeepSeek has disclosed its theoretical cost and profit margin for the first time, with a total theoretical daily revenue of $562,027 and a cost profit margin of 545%. ②According to a Research Report from Minsheng Securities, DeepSeek demonstrates that through algorithm optimization, the AI Business can achieve extremely high profit margin levels, providing the best profitability multiplication "guide" for domestic Cloud Computing and domestic AI applications.

cls.cnMar 2 18:58 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