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Which Technology stocks have alpha potential under the "tariff storm"? A lengthy report from Morgan Stanley reveals the key words: AI, cloud platforms, and Cybersecurity.
The report specifically pointed out that AI/ML occupies the highest priority in the IT budget, followed closely by Cybersecurity Software, while Microsoft and Amazon continue to lead the wave of cloud migration.
The signal for price increase in cloud-based services has appeared, signaling the start of an upward cycle in computing power.
With the gradual release of deep thinking models such as Deepseek R1 and openAI o1/o3, the demand for high-performance computing on the inference side is rapidly being unleashed, leading to a rapid expansion of Capex by major companies like Alibaba and Tencent, with a quarterly capital expenditure increase of over 250% in Q4 2024, marking the formal entry of the cloud upstream into a new upward cycle.
GF SEC: The recovery of Medical IT Orders in February, pay attention to the subsequent implementation of AI Orders.
With the continuous deepening of AI technology applications and the increasingly sound Medical data security and compliance framework, it is expected that the demand for Medical IT will steadily rise in the next 3-5 years.
Express News | DeepSeek-R2 will be released on March 17, and there has been no official response yet.
Express News | AI Medical Concept stocks continue to rise, B-Soft Co.,Ltd. reached the 20CM limit up in the afternoon.
Express News | B-Soft Co.,Ltd. collaborated with Huawei to launch the BsoftGPT·DeepSeek integrated machine for the Medical Industry.
