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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.
[Market Data] The trading volume of several cross-border ETFs has significantly increased, with four leading funds collaborating to invest in Merit Interactive.
① The trading volume of multiple U.S. stock-related cross-border ETFs has significantly increased, with the S&P 500 ETF (159612) experiencing a 311% increase in trading volume compared to yesterday. ② Merit Interactive, a DeepSeek concept stock, received a total purchase of 0.569 billion from four major institutional seats.
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.
Express News | DeepSeek-R2 will be released on March 17, and there has been no official response yet.
Well-known manufacturers are raising prices. Institutions are Bullish on the recovery of the storage Industry cycle.
① Recently, SanDisk, a globally renowned Memory Chip manufacturer, sent a price increase notice to its customers, stating that it will raise prices for its products starting April 1, with an overall increase of more than 10%. ② A Research Report from CITIC SEC pointed out that as the impact of original manufacturers' production control becomes evident and industry inventory gradually gets digested, the demand driven by AI is expected to increase, and mainstream NAND Flash prices are likely to rise in the second quarter of 2025.
The market is still in a short-term retreat phase; after the peak of Solid State Battery, disagreements may intensify.
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