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Express News | The Ruiyuan Fund's Fu Pengbo and Zhao Feng increased their shareholding in ZTO Express, while Cambrian and Alibaba were added to their holdings for the first time.
Express News | Who are the potential future billionaires in China? Hurun: There are five candidates.
Express News | Star closing review: the Software and Semiconductors sectors collectively fell, while Nshengke closed up 202.42% on its first day of listing.
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 | The leveraged funds' heavily held stocks this week reveal that Cambricon ranks first.
Express News | CloudWalk Technology is currently collaborating with Cambrian and others to launch integrated training and inference machines for large models.
