Hong Kong stock Concept tracking | Striving to break through 200 billion yuan! Shanghai increases investment in the intelligent computing cloud industry, Institutions are Bullish on these four major industrial directions (with related stocks)

Guosheng Securities Research points out that the rapid development of AI is driving a surge in demand for computing power.

Zhitong Finance07:22

Express News | The Chairman of China United Network Communications, Chen Zhongyue and his team visited Hangzhou Hikvision Digital Technology for discussions.

BreakingsMar 26 13:46

DeepSeek V3 shocks Silicon Valley again, suddenly shrinking the China-US AI gap to just 3 months!

After the minor version upgrade of the DeepSeek V3 model, Kai-Fu Lee stated that it has narrowed the AI gap between China and the US to three months, and in certain areas, China has even taken the lead.

Golden10 DataMar 26 10:52

In the first two months, the income from the telecommunications Business in mainland China increased by 0.9% year-on-year, and by the end of February, the total number of 5G base stations reached 4.325 million.

According to data released by the Ministry of Industry and Information Technology, in the first two months of this year, telecom business revenue reached 295 billion yuan (RMB, the same below), a year-on-year increase of 0.9%. The total volume of telecom business grew by 7.6% year-on-year. As of the end of February, the total number of fixed Internet broadband access users among the three major telecom companies reached 0.675 billion, with a net increase of 4.936 million compared to the end of last year. Among them, broadband access users with access speeds of 1000 Mbps and above reached 0.214 billion, accounting for over 30% of total users. The total number of mobile phone users in the mainland reached 1.793 billion, with a net increase of 3.273 million compared to the end of last year. CSI Mobile Internet Index.

AASTOCKSMar 26 10:30

BOCOM INTL: There is a divergence in funds at the current position of Hong Kong stocks, with the Sector continuing to rotate towards high dividends.

BOCOM INTL released a strategy report on Hong Kong stocks, indicating that last week, Hong Kong stocks rallied under the Bullish policies issued by the central government in the "Special Action Plan to Boost Consumer Spending," with the Hang Seng Index once approaching the high of 25,000 points. As short-term optimistic sentiment gradually digests, and after major leading companies' earnings reports, Hong Kong stocks have given back some of their gains. In the past period, the market was driven by optimism, leading to an insufficient pricing of overseas risks. Following the recent Bullish developments, the market's focus on overseas risks is expected to gradually increase. There is a divergence in capital at the current position, with Hong Kong stocks experiencing a high-level adjustment. Furthermore, on April 2, the results of the USA's equivalent tariff investigation are about to be released, will there be any...

AASTOCKSMar 26 10:30

Hong Kong stock Concept tracking | Central enterprises' "AI+" special action accelerates and intensifies, focusing on the three major telecommunications Operations (with Concept stocks attached).

The State-owned Assets Supervision and Administration Commission of the State Council will continue to deepen the "AI+" special action, emphasizing three main directions: application guidance, data empowerment, and intelligent computing foundation.

Zhitong FinanceMar 26 08:53