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After a continuous reduction in volume, short-term sentiment has reached a freezing point. Can the recovery of AI computing power lead to a market rebound?
Although the market experienced some degree of recovery yesterday afternoon, the rebound strength remains relatively weak, and the short-term trend continues to show a weak adjustment structure.
Express News | Computing power Concept stocks are rebounding from the bottom; Hongjing Technology has risen by over 10%.
Hainan Huatie (603300.SH): The DeepSeek large model integrated machine can be applied in scenarios such as Asia Vets approval, policy consulting, AI-assisted diagnosis, medical Education, and skills training.
On March 24, Gelonghui announced that Hainan Huatie (603300.SH) stated on the interactive platform that the DeepSeek large model integrated machine can be applied to scenarios such as Asia Vets approval, policy consulting, AI-assisted diagnosis, medical Education, and skills training, and the related Business is currently in progress.
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.
Express News | State-owned cloud and computing concept stocks have partially rebounded, and Shanghai AtHub has risen sharply to hit the limit.
Express News | The concept of computing power leasing has become active again, with Mcc Meili Cloud Computing Industry Investment and Insigma Technology both reaching the daily limit.