After the concept divergence of DeepSeek intensifies, the market may enter a volatile rotation rhythm.

Track the entire lifecycle of the main Sector.

cls.cnFeb 13 20:27 ET

Goldman Sachs traders: The Global stock market is welcoming the "next big rotation", from the Magnificent 7 to China Siasun Robot&Automation.

Goldman Sachs trader Mark Wilson stated that investment opportunities in AI are shifting from infrastructure to application level, and investment focus should diffuse from the overly centralized USA Technology giants to emerging fields with greater growth potential, such as the Siasun Robot&Automation Sector in China.

wallstreetcnFeb 12 20:10 ET

The U.S. government deficit is flashing red again! The deficit for the first four months of the fiscal year reached 84 billion dollars, setting a record and exceeding the peak period of the pandemic.

As of January this year, in the first four months of the 2025 fiscal year, the USA federal government's budget deficit expanded by 58% year-on-year, with government revenue and expenditure both reaching record highs for the period, increasing by 1% and 15% year-on-year, respectively. In the first four months, government interest costs amounted to 392 billion dollars, accounting for 16% of total expenditure; the budget deficit for January reached 129 billion dollars, the second highest level after January during the COVID-19 pandemic. In January, government expenditure increased by 29% year-on-year, while revenue grew by 7.5%.

wallstreetcnFeb 12 17:58 ET

Express News | US Jan. Core CPI YoY 3.3% vs 3.1% Forecast, Prior 3.2%

Moomoo 24/7Feb 12 08:30 ET

US Morning News Call | Powell Cautious on Rates; DoorDash Soars on Outlook

Moomoo Breakfast USFeb 12 06:50 ET

How intensive is the research on Deepseek's Concept stocks by public offerings? After the holiday, research is busy, and Autos, Medical, and Consumer are also popular research directions.

① After the holiday, Institutions actively conducted research, and a DeepSeek Concept stock was researched by more than thirty Institutions; ② The Industry Chain of Autos, Medical, CSI Consumer 360 index and other fields also received research from multiple Institutions; ③ The active research by Institutions is not only to capture hot investment opportunities but also to respond to the annual report market.

cls.cnFeb 12 01:06 ET