In the era of accelerated AI by Manus, is the AI Application software Sector igniting a "gold rush"?
Although it is still unclear whether Manus's rise to fame is due to hype or genuine skill, the investment effects of AI applications are becoming increasingly evident alongside the accelerated implementation of AI applications catalyzed by DeepSeek.
Everbright: Domestic and international AIDC capital expenditures will continue to expand, focusing on investment opportunities from cloud vendors.
The capital expenditure cycles of major U.S. technology giants in AI vary, and capital spending will continue to expand through 2025. Domestic Internet giants have begun a new round of capital investment cycles; how will the narrative of AIDC unfold?
"The trend of 'the East rises while the West declines' accelerates, China’s Magnificent 7 surpasses the American stock market's 'seven giants'."
This year, China’s Technology giants launched a frenzy with a surge of 439 billion USD in Market Cap, leaving their once-unrivaled USA counterparts far behind.
Will Chinese AI Stocks Surge Again Amid Multiple Catalysts?
Trending Industry Today: KINGDEE INT'L Leads Gains In Cloud Computing Stocks
Trending Industry Today: KINGDEE INT'L Leads Gains In Remote Work Stocks
102640653 : can u do a forecast of nio n jd . thanks sir . nio seems to be on breakout 4.50 n undervalued
102640653 : need to know thier support level as well as resistance. Will nio be able to return to 7.7-8 it’s September high
Devip : Given the recent decline in US markets, particularly in the consumer discretionary sector, how should I adjust my investment portfolio to mitigate potential losses?
Viviye : Are there any sectors you recommend focusing on for potential growth?