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Express News | Hong Kong Stock Market Midday Review: The Technology Index Surged Nearly 3% to Reclaim the 5,000-Point Level; CATL Soared by 10%
A surge in computing power costs sweeps across the globe! Alibaba and Anthropic consecutively raise prices as a severe shortage of computing resources re-emerges.
①Alibaba Cloud issued three product price increase announcements in four days, adjusting the unit service prices for some models of its Bailian platform and the free quota for certain APIs of DataWorks. ②Anthropic’s enterprise-level products have also quietly raised prices, transitioning from a fixed fee structure to a billing model based on actual computing power consumption. Industry insiders analyze that, for heavy users, the new pricing could potentially double or even triple costs. ③Currently, there is a significant shortage of computing power both domestically and internationally.
GF Securities: Maintains 'Buy' rating for Kingdee International (00268) with a fair value of approximately HKD 17.94 per share.
From the profit perspective, driven by continued revenue growth, a further increase in ARR proportion, and the ongoing impact of cost reductions and efficiency improvements expected to materialize by 2025, the bank anticipates a sustained significant year-over-year improvement in profitability by Q1 2026.
In 2026, AI will enter the Harness era. Haizhi Technology (02706) should actually be called the 'Harness First Stock.'
Over the past two years, the pursuit of artificial intelligence in the capital markets has almost entirely revolved around the same question: whose large-scale model is stronger.
UBS Reaffirms Their Hold Rating on Kingdee International Software Group Co (KGDEF)
The SAAS concept stocks in the Hong Kong stock market collectively rose, with Maifushi increasing by more than 4%.
Gelonghui, April 14th | SAAS concept stocks in the Hong Kong stock market collectively rose. Among them, Kingdee International and Jushuitan increased by over 6%, while Kingsoft Software, Maifushi, Huitong Technology, and Xinniu Technology rose by more than 4%. Mingyuan Cloud increased by nearly 3%.