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.
This week, 14 more companies added! Guangzhou Ruoyuchen Technology and several other stocks disclosed their shareholding buyback and refinancing plans, with a list of related A-shares overview.
① Share Buyback and Shareholding continue to be implemented, according to incomplete Statistics, as of the time of writing, 14 listed companies have disclosed information related to Share Buyback and Shareholding this week (see the attached table); ② Alpha Group, Guangzhou Ruoyuchen Technology, Sinocare Inc., Hunan Jiudian Pharmaceutical, Zhejiang Dafeng Industry, Yachuang Electronics, and Changjiang & Jinggong Steel Building among others have received special loan limits exceeding 0.1 billion yuan.
AH Stocks rose, the Hang Seng Index increased by nearly 3%, and Alibaba surged over 9% driving the computing power to take off.
A-shares related to Alibaba Cloud opened with a significant rise, Hangzhou Zhongheng Electric, Insigma Technology, Shanghai AtHub, and RunJian Co.,Ltd. hit the limit up, Guangdong Aofei Data Technology rose over 10%, Yimikang Tech. Group.Co.,Ltd., Ruijie Networks, and Yacong Co., Ltd. also followed the upward trend.