Analysis of Zhitong Hong Kong Stock Connect Holdings | February 26.

Analysis of Hong Kong Stock Connect Holdings | February 25, 2025

Zhitong Finance19:30 ET

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?

cls.cnFeb 24 21:33 ET

Analysis of Zhitoong Hong Kong Stock Connect holdings | February 25th

Analysis of Hong Kong Stock Connect Holdings | February 24, 2025

Zhitong FinanceFeb 24 19:30 ET

Major bank ratings | UBS Group: Chinese telecom stocks will benefit from the surge in AI capital expenditures and demand, with CHINA TELECOM being the biggest beneficiary.

The UBS Group report pointed out that Alibaba previously announced its performance, indicating that capital expenditures over the next three years will exceed the total of the past ten years, meaning an annual capital expenditure of about 100 billion yuan, which is more than double compared to the previous year. The report indicated that benefiting from Internet resources, telecommunications companies are the primary datacenter suppliers for large-scale cloud and Internet companies. The institution believes that the Internet datacenter income of telecommunications companies, including sales to large-scale enterprises or rentals to external clients. With the release of the DeepSeek model, significantly reducing inference costs and capable of deployment on private clouds, it is believed that cloud clients of telecommunications companies, especially state-owned enterprises and government institutions, may accelerate human applications.

Gelonghui FinanceFeb 24 02:07 ET

Technology stocks continue to soar, and the dual-main line market of DeepSeek and Siasun Robot&Automation is expected to persist.

Track the entire lifecycle of the main Sector.

cls.cnFeb 23 20:26 ET

[Brokerage Focus] Galaxy Securities: As a leader in the Computing Industry, Operators are expected to drive the independent and controllable acceleration of optical chips.

Jinwu Financial News | Galaxy Securities Research indicates that Operators, as the largest data pipeline in China, possess advantages in data and interfaces. As leaders in the Computing Industry, Operators are leveraging their outstanding capabilities in cloud resource pools and Hardware to promote the proliferation of AI applications. Additionally, the future demand for stronger training models will drive the rapid development of the Optical Modules and AIDC Industry Chain. Amid the complicated trends in the Global economic situation, the process of self-control for core components like optical chips may further accelerate.

Jinwu Finance NewsFeb 23 19:31 ET