Alibaba's Tsai Sounds Alarm On Signs Of AI Bubble In US: 'People Are Building Data Centers On Speculation'

Benzinga04:53 ET

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.

cls.cn00:13 ET

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.

cls.cn21:20 ET

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.

wallstreetcn20:31 ET

Brokerage morning meeting highlights: Consumer inclination is expected to rise, selecting four major investment lines.

In today's Brokerage morning meeting, HTSC stated that Consumer preferences are expected to rise, favoring four major investment lines; China International Capital Corporation believes that AI Agents may reshape the Internet ecosystem by taking over mobile phones; China Securities Co.,Ltd. proposed to focus on the implementation and technological breakthroughs of AI models in the eyewear sector.

cls.cn19:55 ET

Anta enters the second half at a new scale peak: why is it important to focus on the main brand?

Short-term profits may come under pressure.

wallstreetcnMar 24 09:28 ET