Semiconductor Manufacturing International Corporation (00981.HK): The first quarter is not traditionally weak, and revenue is expected to continue to increase quarter on quarter.

In Q4 2024, revenue continued to reach a quarterly high, with an expected Q1 2025 revenue growth of 6%-8% quarter-on-quarter. The company's revenue for 2024 is 8.03 billion dollars (YoY +27%), and the gross margin is 18%. Among them, Q4 2024 achieved sales.

Guosen18:27

Under the drive of Technology leaders, how hot is the AI theme now?

①Currently, the sentiment in the A-share market is active, with high trading enthusiasm in the TMT and Machinery Industry driven by themes such as DeepSeek and humanoid robots. ②Drawing a comparison to the seven major companies in the US stock market, this round of China's Technology market is also driven by certain leading technology companies, and the trading enthusiasm is at a high level. ③Currently, the spring market is underway, and Technology is the main theme under the AI wave, focusing on the China version of the "M7" Concept.

Haitong strategy15:27

Just the beginning? The value of DeepSeek: China's stock market increased by 1.3 trillion dollars, while India's stock market experienced an Outflow of 720 billion dollars.

In the past month, Global hedge funds have surged into the Chinese stock market at the fastest pace in months, while the Indian stock market recorded the largest capital outflow in history during the same period. Analysts believe that DeepSeek's breakthrough provides a "just right narrative pivot" for capital to flow back, and the tactical long window has already opened.

wallstreetcn10:20

CITIC SEC: DeepSeek, currently an investment catalyst in the AI Industry Chain.

CITIC SEC: Bullish on the growth of domestic computing power demand, the continuous expansion of AI+ application scenarios, and the ongoing increase in the popularity of edge AI and other related investment opportunities.

CITIC SEC ResearchFeb 15 16:37

DeepSeek has sparked an unprecedented wave of AI applications! The market increasingly believes in the 'bull market narrative' of Software stocks.

With the significant decrease in AI training costs led by DeepSeek, as well as the sharp drop in token costs on the inference side, AI agents and generative AI Software are expected to accelerate their penetration into various industries.

Zhitong FinanceFeb 14 23:34

Capital flow | North Water significantly increased its position in Alibaba by over 4.5 billion Hong Kong dollars, continuously selling Xiaomi for four days.

Track the latest dynamics of southbound capital.

Gelonghui FinanceFeb 14 20:36