Insurance capital frequently welcomes policy dividends in the market. Are there still constraints? Voices from the Industry have emerged | Focus on long-term capital entering the market②

① Equity investments intensify the consumption of capital, and life insurance companies continue to face pressure for capital replenishment; ② The large minimum capital requirements significantly restrict the scale of insurance capital entering the market, creating a dilemma between capital occupation and returns for insurance companies; ③ The industry calls for the introduction of measures to reduce capital occupation and provide incentives.

cls.cn20:51 ET

The short-term differentiation of the DeepSeek Concept may continue, focusing on the rotation opportunities between high and low in AI.

Track the entire lifecycle of the main Sector.

cls.cn20:21 ET

After the surge of DeepSeek, Insurance Institutions continue to get involved, do small and medium insurance companies have an opportunity for a "comeback"?

① Currently, the application areas of Insurance Institutions connecting to the DeepSeek large model mainly focus on providing information to agents, and will expand to asset management, risk control, and other full-link business scenarios in the future. ② Small and medium-sized Insurance Institutions have relatively limited human and technical resources, and the DeepSeek model offers a high cost-performance ratio. Users can utilize more advanced AI technology to be more competitive in a data-driven market.

cls.cn19:27 ET

DeepSeek accelerates asset revaluation! Hedge funds flee India and flow into China.

In the past month, the total market value of the stock markets in and outside China has increased by more than 1.3 trillion USD, while the market value in India has shrunk by more than 720 billion USD during the same period. Hedge funds are buying Chinese stocks at the fastest pace in months, and the MSCI Chinese Index is expected to outperform the MSCI Indian Index for the third consecutive month, setting the record for the longest consecutive gains in two years.

wallstreetcnFeb 17 05:03 ET

In January, the sales of RBOB Gasoline Passenger Vehicles fell by more than 20% month-on-month: Japanese brands overall under pressure, with Honda and Dongfeng Honda both "cut in half."

① According to data released by the China Association of Automobile Manufacturers, the domestic sales of Passenger Vehicles in January were 1.738 million units, a month-on-month decrease of 35.5% and a year-on-year decrease of 0.5%; ② In January this year, GAC Honda's sales were 15,123 units, a year-on-year decline of 57.14%; Dongfeng Honda's monthly sales were 19,971 units, a year-on-year decline of 69.31%.

cls.cnFeb 17 02:41 ET

Finance Associated Press Venture Capital: In January, financing in the Carbon Neutrality sector totaled 1.61 billion yuan, a decrease of 95.03% month-on-month. Li Chuang Autos Electronics completed its first round of financing of nearly 0.5 billion yuan.

According to data from the China Finance Association's Venture Capital platform, in January, there were a total of 69 private equity investment events in the domestic Carbon Neutrality sector, a decrease of 28.13% from 96 events last month; The total disclosed financing amounted to approximately 1.61 billion yuan, down 95.03% from 32.404 billion yuan last month.

cls.cnFeb 13 22:37 ET