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$1000 Invested In This Stock 5 Years Ago Would Be Worth This Much Today
CITIC SEC: DeepSeek integrates Hardware and application ecosystems, benefiting from BC-side applications and computing infrastructure.
The popularity of DeepSeek continues to spread, with the domestic Hardware ecosystem and application ecosystem continuing to converge around DeepSeek. Management Software leads the way, with various applications consistently integrating and continuously transforming and upgrading their own scenarios and products, while multi-cloud jointly promotes the implementation of Agents.
Software Stocks Are on Fire - and the Party Can Keep on Going This Year
Coatue Adds Reddit, ServiceNow Stakes, Exits Chipotle, FXI, Among Top Q4 Trades
Goldman Sachs traders' perspective on 2025: the AI boom, differentiated markets, and "sticky" inflation.
Goldman Sachs stated that Wednesday's CPI data once again reminds the market that the view that "high interest rates will last longer" is not unfounded. If the performance of Large Cap stocks in the US market is poor, and high interest rates continue to weigh down Small Cap stocks, it will be difficult for the market to sustain an uptrend. The enthusiasm in the AI field continues, but trends are diverging, and funds may be shifting towards the next phase—AI applications.
Ray Dalio's Bridgewater Takes New Stake in Tesla, Exits Micron & Goldman Sachs in Q4 Moves
