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US Morning News Call | US Futures Mixed Amid Scrutiny of Chipmaker Sector; Bitcoin Falls Below $90,000
Market Chatter: NetEase's Restored Partnership With Blizzard to Allow for More Autonomy, Localization of Games
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.
【Brokerage Focus】Jianyin International maintains NetEase (09999) "Outperform Market" rating, indicating that its fourth-quarter performance is mixed with both good and bad news.
Jinwu Financial News | Jianyin International's Research Reports indicate that NetEase (09999) has mixed results for the fourth quarter of 2024, which include: (1) Game Business revenue exceeded expectations; (2) Non-game Business revenue did not meet expectations; (3) Due to significant savings in sales and marketing expenses, profits exceeded expectations. For the fiscal year 2025, the bank expects NetEase's Game Business to further improve, driven by: (1) The strong performance of their recently launched popular game "Marvel Duel"; (2) The gradual return of Blizzard series games, with "Overwatch 2" having returned on February 19; (3) Having rich...
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?
