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【Brokerage Focus】China Securities Co.,Ltd. suggests that the IDC Industry is expected to enter a new cycle.
Jinwu Financial News | China Securities Co.,Ltd. stated that four cloud service providers in North America are maintaining a rapid growth trend in capital expenditures. Domestic cloud service providers are also expected to increase their capex plans, and recently, the leading domestic cloud service providers have announced the launch or deployment of DeepSeek, continuing to make significant progress in large models and applications. Alibaba is collaborating with Apple to develop AI features for the domestic iPhone. WeChat Search is enriching AI searches through the use of mixed large models and has recently officially begun gray testing for integrating DeepSeek. The three major telecom operators and various Industry-related Software/application companies have also announced their launches or deployments.
[Brokerage Focus] CITIC SEC: Bullish on the long-term revaluation and growth potential of Technology in China and even broader Assets.
Jingu Financial News | CITIC SEC Research Reports indicate that despite the significant recent gains of Chinese technology companies, looking at the extended historical cycle, the sector is still in the early stages of the AI era and at the beginning of the revaluation of Technology Assets in China. With the disillusionment of AI in the USA, China's AI is breaking through in narrow gaps. DeepSeek can be seen as the "Shangganling" of the Chinese technology field, achieving independent innovation and breakthroughs. However, this "battle" is far from over. From breakthroughs to leadership, from technological innovation to application implementation, from changing expectations to creating value, and from local low-quality competition to global high-quality development, there is still a long way to go for Chinese technology companies.
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.
Xi Jinping Meets Chinese Private-Sector Company Leaders: State Media
Guosheng Securities: The increased application of AI will rapidly drive the demand for computing power at the front end.
With the rapid implementation of hot technologies such as AI Agents and the swift advancements in various deep learning architectures, combined with major industry players both domestically and internationally increasing their investments in AI, the demand for AI applications is bound to rise.
WeRide, CRISPR And GeneDx Are Among Top 10 Mid-Cap Gainers Last Week (Feb 10-Feb 14): Are The Others In Your Portfolio?
