Ant Group Ecosystem
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Alibaba And DeepSeek Intensify AI Showdown, Challenge OpenAI Market Dominance
US Morning News Call | Stock Futures Advance with Nvidia Earnings on the Horizon, Amid Hopes for AI Rally
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.
Express News | The Hang Seng Tech And Hang Seng Indexes Rose. US-listed Chinese Companies And China Equities ETFs Increased In Overnight Trading
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.
The Global AI battle is heating up! Alibaba's Wanxiang model, surpassing Sora, is open-sourced and can run on consumer-grade graphics cards.
① Alibaba officially open-sourced its video generation model, Wanxiang 2.1, including all inference code and weights; ② Wanxiang 2.1 ranked first globally in the VBench benchmark test, surpassing a number of domestic and international competitors, including OpenAI, Adobe, and Apple; ③ With the open-sourcing of the 'strongest video generation large model,' OpenAI's and Google's paid plans may need to be questioned.
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.
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.
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.
Chinese Stocks' Wild Rally Hits Pause? Wall Street Still Bets Big on Favorites
Alibaba To Invest A Massive $53 Billion In AI Infrastructure, Taking On Trump's Stargate AI Plan
Technology stocks continue to soar, and the dual-main line market of DeepSeek and Siasun Robot&Automation is expected to persist.
Track the entire lifecycle of the main Sector.
Weekly Buzz: Short Week Got Us Again
Alibaba Shares Rise Late Friday After Thursday Earnings
Alibaba Soars on E-Commerce, Cloud Services
US Morning News Call | Stock Futures Are Little Changed Amid Tariff Threats, Fed Rates, and Walmart's Gloomy Outlook
BABA Stock Climbs Over 4% In Friday Pre-Market: What's Going On?
Local governments are keen on DeepSeek, chasing the AI government affairs trend.
1. Jiangyin, known as the first county in China Capital Markets, has seen the DeepSeek application quietly enter its third generation in just two weeks. 2. Currently, the market participants of State-owned Assets Cloud mainly include central state-owned enterprises and local state-owned enterprises, with the former primarily comprising the three major telecom operators and China Electronics Corporation among others. 3. On the other side of the market explosion, with the in-depth application of DeepSeek, data security and privacy protection issues have also attracted attention.
Alibaba Says If Artificial Intelligence Is Like Electricity, Then Its Cloud Computing Network Is The Power Grid: The Money Is In Powering AI, Not Selling It
Aiming for AGI! Alibaba's capital expenditure plan exceeds expectations, AIDC will welcome a new wave of construction.
① Alibaba Group CEO Wu Yongming stated that investments in cloud and AI infrastructure are expected to exceed the total of the past decade. ② Morgan Stanley believes that this Earnings Report from Alibaba will become the first catalyst for examining domestic AI investment trends. ③ Western Securities pointed out that the growth in demand for inference computing power is driving the accelerated construction of domestic AIDC.