Brokerage morning meeting highlights: Countermeasures against tariffs boost Shenzhen Agricultural Products Group prices, the planting chain directly benefits.
At today's Brokerage morning meeting, CITIC SEC believes that countermeasures against tariffs boost the prices of Shenzhen Agricultural Products Group, which directly benefits the planting chain; HAITONG SEC proposed a bullish view on the relative yields of the Banks Sector in April; Galaxy Securities stated that it focuses on Gold and countermeasures against rare earths.
After a continuous reduction in volume, short-term sentiment has reached a freezing point. Can the recovery of AI computing power lead to a market rebound?
Although the market experienced some degree of recovery yesterday afternoon, the rebound strength remains relatively weak, and the short-term trend continues to show a weak adjustment structure.
Aliyun has launched the largest scale AI talent recruitment in China, and the development speed of intelligent computing in China may exceed expectations.
① According to exclusive news from the Star Daily, Alibaba Cloud has recently recruited AI technology reserve talents at top Universities around the world, marking the largest AI campus recruitment in recent years. ② China Galaxy stated that the Global AI market continues to show a growth trend, and the development level of China's intelligent computing power is growing faster than expected.
The market continues to shrink and adjust, raising concerns about a retreat in the Siasun Robot&Automation Sector. Can the deep-sea Technology Concept hold the flag and launch a counterattack?
Track the entire lifecycle of the main Sector.
The computing power stocks are strongly rebounding, and Nonferrous Metals are迎来 a new rotation opportunity.
Yesterday, the market withstood the impact of the drop in the external market and successfully rebounded from the lows, with all three major Index closing in the green. However, due to the further contraction in trading volume, the short-term market still leans towards chaos, and may face a choice of direction in the future.
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.