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.

Guosheng SecuritiesMar 24 11:06

The "hot battles" of humanoid robots have begun: with an intensive release of new products, has the year of mass production really arrived?

① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.

cls.cnMar 12 13:49

[Data Overview] The trading volume of several GFNZ100 has surged as Institutions and retail investors team up to acquire Shanghai Stonehill Technology.

① Affected by the U.S. stock market, several GFNZ100 ETFs experienced a significant drop in volume today, with the Chinaamc NASDAQ 100 ETF(QDII) seeing a 594% increase in trading volume compared to yesterday. ② The Asia Vets concept stock Shanghai Stonehill Technology received a Buy of 0.155 billion from an institution, while three first-tier speculative trading seats collectively bought 0.345 billion.

cls.cnMar 11 17:55

Express News | DeepSeek-R2 will be released on March 17, and there has been no official response yet.

BreakingsMar 11 15:22

Driven by technology and policy, the Education Industry pattern and valuation are expected to be restructured.

At the economic themed press conference on March 5, Zheng Zhanjie, the director of the National Development and Reform Commission, introduced plans to expand the supply of high-quality Education resources, continue to promote the quality upgrade of higher education, and further increase the scale of undergraduate enrollment in 'Double First Class' Universities.

cls.cnMar 7 08:06

The battle for intelligent driving among car companies has begun, and the penetration rate of intelligent driving is expected to enter a period of rapid increase.

① Domestic car companies have announced the sales data for February 2025, and are generating buzz for new products. Among them, BYD's sales in February exceeded 320,000 units, reaching 322,800 units, a year-on-year increase of 164%, and has initiated the "Smart Driving Equality" campaign. ② Kaiyuan Securities pointed out that supply drives demand, and the resonance of technology costs and experiences may lead to a rapid increase in the penetration rate of smart driving.

cls.cnMar 4 08:04