US Morning News Call | Stock Futures Advance with Nvidia Earnings on the Horizon, Amid Hopes for AI Rally
US Morning News Call | US Futures Mixed Amid Scrutiny of Chipmaker Sector; Bitcoin Falls Below $90,000
Microsoft's "rental withdrawal" shakes the Technology chain: Can DeepSeek's open-source breakthrough offset the chill in the Hong Kong stock AI Sector?
① What impact does Microsoft's cancellation of datacenter leases have on Hong Kong stocks related to the DeepSeeK concept? ② How does DeepSeek's FlashMLA technology realize the potential of GPUs?
Hong Kong stock morning report | Alibaba will invest over 50 billion USD in AI over the next three years. JD.com will bear all costs of five social insurance and one housing fund for delivery riders.
① The draft of the Private Economy Promotion Law's second review proposes to add a provision that prohibits implementing fines without a legal basis. ② Tesla is reportedly preparing to update its Software in China to deploy the FSD feature, which will be launched in batches for different vehicle models. ③ Apple announced that it will invest 500 billion dollars in the U.S. to respond to the tariff threats from Trump. ④ JD.com Group: All costs related to the five insurances and one fund for delivery riders will be fully borne by JD.com.
Shares of US-listed Chinese Stocks Are Trading Lower After Wall Street Had Its Worst Session of the Year on Friday, Driven by Inflation Concern and Mixed Economic Data. Also, Weakness May Be Due to Profit-taking After Rallying Last Week.
US Morning News Call | Apple Plans to Invest $500 Billion in U.S. and Hire 20,000 People Over Next Four Years
Top 3 Tech Stocks That May Crash In Q1
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.
Express News | Chinese Stocks Are Trading Higher Amid Tech Sector Optimism and Recent Stimulus Hopes
US Morning News Call | Stock Futures Are Little Changed Amid Tariff Threats, Fed Rates, and Walmart's Gloomy Outlook
Trending Industry Today: BILIBILI-W Leads Gains In HKEX Secondary Listings Stocks
Express News | DeepSeek announces open sourcing of five projects next week.
Wanlian Securities: The consumer terminal market continues to recover, and DeepSeek is expected to accelerate AI edge deployment.
Wanlian Securities suggests paying attention to the new product launches of brand manufacturers in the AI Consumer terminal Industry, the investment opportunities brought by the acceleration of the replacement cycle, and the leading manufacturers in the upstream fields of the Industry Chain, such as computing power chips, storage, and components.
Express News | Hong Kong Indexes Opens Higher. Alibaba Rises 10% and Bilibili Surges 7%
[Brokerage Focus] China Securities Co.,Ltd. indicates that the high power requirements of GPU computing power will drive the allocation of new data center Orders, focusing on new Business related to GPU computing power IDC companies.
Jinwo Finance News | China Securities Co., Ltd. released a Research Report stating that recently, the three major telecommunications operators, cloud vendors, and software/application companies related to various industries have successively announced the launch or deployment of DeepSeek. As an open-source AI large model, cloud vendors or application vendors can choose to deploy it locally or in the cloud, which is expected to further drive the demand for computing power infrastructure. With the steady growth of Cloud Computing business over the past few years and the rapid outbreak of domestic intelligent computing demand starting in 2023, effective data centers that can meet GPU computing power requirements have been significantly consumed, and the high power requirement of GPU computing power will drive new machines.
Top Gap Ups and Downs on Thursday: WMT, JD, MFC and More
Express News | Shares of US-listed Chinese Companies Are Trading Higher After China's Central Bank Vowed to Take Measures to Support Its Real Estate and Shore up the Economy. Additionally, Alibaba Reported Better-than-expected Q3 Financial Results Which May Be...
US Morning News Call | Stock Futures Dip After S&P 500 Record, Walmart Falls on Weak Outlook
Siasun Robot&Automation, Deepseek and other main themes are repeatedly active, pay attention to the possibility of further differentiation after the emotional climax.
Track the entire lifecycle of the main Sector.
Express News | DeepSeek Sources: Financing News Is a Rumor