One Week Ahead | Important schedule continues! China's Q1 GDP will be released on Wednesday; the market closely watches Powell's speech; Bawang Chaji is expected to be listed on Thursday.
The "terrifying data" from the US stock market will be released on Wednesday in March; Bank earnings will be announced one after another, and Technology stocks will fire the "first shot" of performance; Amid the shadow of the trade war, the interest rate decisions of the European Central Bank and the Bank of Canada will be released.
Under the Deepseek effect, Goldman Sachs puts cold water on the Datacenter boom: the Global Datacenter utilization rate has reached its peak.
From the release of DeepSeek, which is a low-cost competitor to ChatGPT, to Microsoft scaling back its Global AI Datacenter projects, and Alibaba Director Zhang Yong warning about a bubble in USA AI infrastructure investments, multiple warning signals are flashing: the boom in AI Datacenters may soon be facing a cool down.
CHINA MOBILE Chairman Yang Jie: Building an "AI full-stack service" that encompasses computing power, tools, models, and applications.
① CHINA MOBILE will further strengthen cloud intelligence computing based on the computing power network, focusing on four key directions, and build a comprehensive "AI full-stack service" covering computing power, tools, models, and applications; ② CHINA MOBILE plans to build a super large-scale "computing power factory" to promote the doubling and expansion of ten-thousand-card and thousand-card intelligent computing centers.
Futu Morning Post | The news about the 90-day tariff suspension causes huge turbulence in the market, with the US stocks experiencing a "roller coaster" trend; remain Bullish! Central Huijin and two other state-owned enterprises announce Shareholding in C
The Federal Reserve Board emphasized that controlling inflation is a priority, indicating that it is not advisable to rush to cut interest rates in the short term; Broadcom's stock rose over 3% after hours, planning to repurchase 10 billion dollars in stocks; American medical insurance companies rose after hours, as reports state that the Trump administration will significantly increase medical insurance reimbursement rates next year.
As the Hong Kong stock market plummets! Southbound capital is aggressively bottom-fishing, which companies continue to be in high demand?
Since April, the net Buy amount of southbound Hong Kong Stock Connect funds has exceeded 10 billion Hong Kong dollars for four consecutive Trade days.
Year-on-year growth exceeded 900%! Chip Concept stocks released their first quarter report forecast | Post-market announcement highlights.
Hongjing Technology: Signed a 0.312 billion yuan computing capacity Business contract with CHINA MOBILE Ningxia company.