Cloud computing showed relative strength in the AI infrastructure direction today 💡
Feisu Chuangxin (Fast Innovation) rose 6.8% in Hong Kong stocks; Kingsoft Cloud rose 6%, with AI cloud demand continuing to be a catalyst;
Vertiv fell 3% but the long position arrangement structure remains intact, RSI=59. The logic for AI data center power equipment is still clear; the pullback looks more like a rotation than a reversal. GDS Holdings fell 0.74%; 21Vianet was flat.
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