Exclusive | "King of PE" delivers goods, Ping An plans to acquire three Logistics Assets from Blackstone in South China.

① Journalists have learned from several informed sources that Ping An Group plans to acquire 100% equity of Blackstone's three Logistics Assets in South China, specifically in Dongguan Daling Mountain, Dongguan Changping, and Foshan Nanhai TCL project; ② Some personnel from Institutions believe that the structure of the main entities in the warehousing and Logistics Trade market has undergone some changes, shifting from foreign capital dominating the warehousing market to a more active presence of self-use buyers and domestic buyers in the trading market.

cls.cnFeb 27 04:58 ET

Major measures for financial opening! Lowering the access threshold for Financial Institutions from Hong Kong and Macao to the mainland. How will capital from Hong Kong and Macao ignite the mainland Insurance market?

① On one hand, it will help accelerate overseas Financial Institutions' investment in China's Insurance market, partially alleviating the current capital tightness in the Insurance Industry; ② On the other hand, it will also be beneficial in introducing products and experiences from mature Insurance markets; ③ Some experts believe that if a capital investment of billions of dollars comes in, it could leverage a large-scale premium.

cls.cnFeb 26 06:58 ET

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

Ice and fire coexist! The Technology sector is "hot and spicy," with crowding reaching the ceiling, while these Sectors have fallen into a "cold winter."

①As of today, the total transaction amount of the TMT and Machinery Sector has exceeded 1 trillion for three consecutive days, accounting for over 50% of the market for fifteen consecutive days. ②In terms of valuation, the PE of the Machinery, Electronics, Steel, Computer, Building Materials, and other sectors are at historically high levels. ③The crowding level in the Wind Power, Ship Manufacturing, Textile and Apparel, Tourism and Scenic Spots, Air Transportation, Banks, Coal, Oil and Petrochemical, and Thermal Power sectors is moderate to low.

cls.cnFeb 25 04:53 ET

Similar to 2010, DeepSeek begins the "iPhone4" moment of AI.

SWHY believes that the current stage of AI industry development is very similar to the early days of the Penghua CSI Mobile Internet Index Fund(LOF)-A in 2010, and the emergence of DeepSeek technology has greatly increased the likelihood of AI applications being implemented, similar to the role that the iPhone 4 played in promoting mobile internet applications at that time.

wallstreetcnFeb 25 04:10 ET