News Sharing
For sharing news, please enter the email address of you and the receiver, then press SEND button.*Mandatory Fields
Receiver*
Enter email addresses, separated by semicolon (;). E.g. a@a.com;b@b.com
Your email address*
 Content Sharing
TF Securities Lists AI + Cloud Computing CN Stock Themes (Table)
TF Securities noted in its report that the DeepSeek open-source model has garnered widespread attention. With technologies such as reinforcement learning, it has achieved low-cost ...
Reset
Send
The window will close in 5 seconds
TF Securities Lists AI + Cloud Computing CN Stock Themes (Table)
Close
Recommend
54
Positive
102
Negative
36
 
SHORT SELL
 
STOCK INFO

TF Securities noted in its report that the DeepSeek open-source model has garnered widespread attention. With technologies such as reinforcement learning, it has achieved low-cost and efficient inference of AI foundation models and brought forward the AI era.

The demand for AI computing power in China may spiral upwards, and the AI competition between China and the US may speed up domestic substitution, the broker further noted. The US may further tighten export controls on computing power chips, which will expedite the pace of domestic substitution in China's computing power infrastructure. The thematic stocks engaged in GPU computing power infrastructure include SMIC (00981.HK)  +0.600 (+1.322%)    Short selling $389.19M; Ratio 8.184%   688981.SH).

Related NewsHSBC Research: Limited Direct Impact of Tariffs on Dotcoms; TENCENT/ JD-SW/ NTES-S Offer Risk-Reward Advantage
Stock │ Main Products
BABA-W (09988.HK)  +3.300 (+3.131%)    Short selling $2.67B; Ratio 21.728%   │ Business includes core commerce, cloud computing, digital media and entertainment, and innovation initiatives.

TENCENT (00700.HK)  +10.000 (+2.232%)    Short selling $959.90M; Ratio 8.579%   │ Social networking services, media advertising, social and other advertising businesses, commercial payment, fintech, cloud services, and more.

KINGSOFT CLOUD (03896.HK)  -0.340 (-5.321%)    Short selling $223.86M; Ratio 21.836%   │ Provides various cloud services to customers in strategically selected vertical industries. Offers customers end-to-end implementation and deployment covering all project phrases.

Related NewsBOCI Adjusts Order of Preference for CN Internet Sector w/ Top Pick TENCENT (00700.HK)
UCLOUD (688158.SH)  +0.920 (+4.486%)   │ GPU cloud host, MCP cloud platform, UMOS, UMStor, and more.

WANGSU SCI & TECH (300017.SZ)  +0.440 (+4.082%)   │ CDN services, IDC and liquid cooling solutions, MSP services, SASE office security integration system, WAAP full-site protection system, edge computing, computing power cloud, and comprehensive security service system.

QINGCLOUD TECHNOLOGY (688316.SH)  +2.140 (+3.981%)   │ iFCloud unified multi-cloud management platform, KubeSphere container platform, OpenPitrix multi-cloud application management platform, QingCloud enterprise cloud platform, and more.

Related NewsCICC Ratings, TPs on CN Dotcoms (Table)
CDS (300846.SZ)  +0.710 (+3.825%)   │ IDC business, Beijing CDS cloud host, Beijing CDS value-added services, Beijing CDS hosting services, computing cloud business, and intelligent computing cloud business.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-04-17 16:25.) (A Shares quote is delayed for at least 15 mins.)

AAStocks Financial News
Copyright(C) AASTOCKS.com Limited 2000. All rights reserved.
Disclaimer: AASTOCKS.com Ltd, HKEx Information Services Limited, its holding companies and/or any subsidiaries of such holding companies endeavour to ensure the accuracy and reliability of the Information provided but do not guarantee its accuracy or reliability and accept no liability (whether in tort or contract or otherwise) for any loss or damage arising from any inaccuracies or omissions.