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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.
Wanlian Securities: The effect of the Spring Festival holiday combined with the outstanding performance of new products led to a year-on-year growth of 27.65% in the game market in January.
Wanlian Securities suggests paying attention to leading companies with abundant reserves of license numbers, strong research and development capabilities, and high-quality products.
Hong Kong stock morning news | Trump sends signals about tariff exemptions; Xiaomi plans to raise approximately 42.5 billion Hong Kong dollars through a placement.
① Trump has stated that he will announce additional tariffs on Autos, timber, and chips; there may be exemptions for tariffs on multiple countries. ② Trump again calls for the Federal Reserve to lower interest rates; Federal Reserve's Bostic stated that the inflation rate will not return to 2% before early 2027. ③ The three major U.S. stock indices collectively rose, while China Concept Stocks remained lukewarm. ④ The central bank's MLF operation was adjusted to multiple price level bidding, marking a net injection after eight months.
U.S. stocks closed: Trump signals tariff exemptions and the three major U.S. stock indices all rose.
1. Trump's latest statement alleviates anxiety over tariff impacts, with all three major indexes rising, the Nasdaq up over 2%, and Tesla nearly rising 12%; 2. Targeting China's Innovative Drugs capabilities, Novo-Nordisk A/S acquires authorization for a new weight loss drug from a Guangdong pharmaceutical factory; 3. The "Priority Notification" feature appears in Apple's iOS 18.4 RC version; 4. Alibaba open-sources the Qwen2.5-VL-32B-Instruct model.
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)
China Stocks: Seeking Alpha Analysts Vs. Wall Street
阿道夫洗发水 : After not watching the Hong Kong stock 160, it started to pull back to 120, then began to climb again.