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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.
