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Under the Deepseek effect, Goldman Sachs puts cold water on the Datacenter boom: the Global Datacenter utilization rate has reached its peak.
From the release of DeepSeek, which is a low-cost competitor to ChatGPT, to Microsoft scaling back its Global AI Datacenter projects, and Alibaba Director Zhang Yong warning about a bubble in USA AI infrastructure investments, multiple warning signals are flashing: the boom in AI Datacenters may soon be facing a cool down.
Brokerage morning meeting highlights: The impact of tariff increases is complex, focus on two investment main lines.
In today's brokerage morning meeting, GTJA HAITONG SEC stated that the impact of tariff increases is complex and attention should be paid to two investment main lines; Huaxi believes that the subsequent market trend in the equity market is expected to exhibit a rebound from overselling; China International Capital Corporation suggested to pay attention to the temporary overweight high dividend and policy-benefiting symbols in China Stocks, and to the rebound from overselling in Technology Stocks.
Alibaba and Tencent are betting on hotel robots going public in Hong Kong: 8,285 units sold last year, with revenue of 0.235 billion yuan | IPO Express
① Yunji Technology will become the sixth specialized technology company to file under the Hong Kong Chapter 18C since the chapter's implementation. ② The prospectus shows that the prices of complete Siasun Robot&Automation display a downward trend, indicating an issue of sacrificing price for quantity, which also reflects the intense competition in the entire Industry.
Express News | Hong Kong Stock Indexes Tank on Monday. Hang Seng Index Down Over 8%. Tencent Drops 8% and Alibaba Plunge Over 11%
ByteDance, Alibaba, And Tencent Order $16 Billion Worth Of Nvidia's H20 Chips As Demand Surges For DeepSeek's Low-Cost AI Models: Report
WeChat fully "opens the floodgates."
Tencent's e-commerce makes a strong breakthrough.
