GDS Sells 70% Stake in Data Centers to China Life-Led Group in $400M Deal, Plans Future Public REIT Listing
Has the "singularity" of AI in China arrived in 2025? JPMorgan: An application explosion is imminent, DeepSeek ignites demand for computing power, and Alibaba may become the biggest winner.
JPMorgan believes that the development of GAI in China is currently at the beginning of the second stage. Alibaba is a key player in the IaaS value chain, expected to outperform peers in the second stage of GAI development, and has the potential to become a beneficiary in the third stage of applications. Additionally, Kuaishou may be underestimated, while Baidu acts as both a "shovel seller" and a "gold digger."
Amidst the divergence in technology stocks, new catalysts are emerging, and the logic of price increases in cyclical stocks may gradually attract market attention.
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Ping An Life has established a new leadership team: Cai Ting serves as the Vice Director of the company, and Shi Weiyu is proposed to be appointed as the General Manager.
Strengthen the construction of the leadership team.
Express News | Hong Kong Stocks Rise After China Announced a Series of Economic Targets for 2025 During the Two Sessions
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.
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933199333 : I collected all your stock except meituan and link reits which i sold and buy pingan.![undefined [undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)
103877425 933199333 : Me too.. Another 7 days I had collect this 2 counter almost 1 year...
boring investment ![undefined [undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)
933199333 : Waste time in reits.![undefined [undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)
maybe sg mkt can play reits. Hk mkt better invest in insurance or banks for div play.