Bearish surprise! Hong Kong stocks in the AI Infrastructure Concept all plummeted. There are still disagreements in the market about whether computing power is excessive.

① The AI Infrastructure Concept in the Hong Kong stock market experienced a collective decline; what Bearish factors are currently fermenting? ② There is still disagreement in the market regarding whether computing power is excessive; in what specific aspects does this manifest?

cls.cnMar 25 04:21 ET

After the low-key release of DeepSeek-V3, the industry was shocked and once again questioned the Silicon Valley model.

① DeepSeek released the V3-0324 model on Monday evening, with preliminary tests showing that it can run on Consumer-grade Hardware, breaking the traditional notion that large models require a Datacenter; ② DeepSeek's model continues to reduce the energy consumption and computing costs of large models while maintaining an open-source approach to continuously drive technological innovation, leading to the rapid development of the domestic AI Industry and raising questions about Silicon Valley's closed and paid model.

cls.cnMar 25 00:13 ET

Wells Fargo Sees Opportunities in MidCaps – Here Are SA's Top Quant-rated

Seeking AlphaMar 24 14:12 ET

Trump's Tariff Moves: Market Stabilization Amid Uncertainty and the Road Ahead

Moomoo News GlobalMar 24 08:35 ET

Institutions are bullish on Kingsoft Cloud (KC.US), stating that its future revenue scale is expected to exceed 10 billion yuan.

Many institutions hold optimistic expectations for the future development of Kingsoft Cloud.

Zhitong FinanceMar 24 07:28 ET

Express News | Jack Ma-backed, Ant Group Co., utilized semiconductors manufactured in China to create methods for training AI models, resulting in a 20% reduction in costs, according to sources (Bloomberg)

Moomoo 24/7Mar 24 02:45 ET