The divergence in the technology stock sector is increasing, pay attention to the rotation opportunities in low-level directions such as Solid State Battery and CSI Consumer 360 index.

Track the entire lifecycle of the main Sector.

cls.cn20:19 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

Trending Industry Today: YIDU TECH Leads Losses In SaaS Stocks

Moomoo NewsFeb 27 22:30 ET

Voblie Group(03738.HK): AIGC copyright protection advocate

CLSAFeb 26 02:36 ET · Researches

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

Track the entire lifecycle of the main Sector.

cls.cnFeb 25 20:22 ET

The "Technology Carnival" has become a strong catalyst, public funds are gathering to research Computer and high-end manufacturing. Who will be able to capture the next doubling stock?

① Numerous Fund companies are intensifying their research efforts on the Technology Sector, attempting to uncover future investment opportunities in the technology wave, with the Computer Industry companies being the most focused on; ② Several DeepSeek Concept stocks have doubled in price this year, and Institutions believe that technology stocks, particularly those related to DeepSeek, are expected to continue to perform strongly.

cls.cnFeb 25 08:58 ET