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BOC Equal Weight CSI 300 Index Equity Fund(LOF)
163821.SZ
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The second wave of DeepSeek impact: V3.2 rewrites China's cloud ecosystem and chip ecosystem

JP Morgan stated that DeepSeek V3.2 achieves architectural revolution through sparse attention mechanisms, with reasoning capabilities reaching GPT-5 levels. The cost is only $0.28 per million tokens input, and API prices have decreased by 30-70%, with long text reasoning costs plummeting by 6-10 times. More importantly, it has achieved "Day-0" support for domestic chips such as Huawei Ascend and Cambricon for the first time, breaking the dependence on Nvidia

Wallstreetcn·
SH
688256
-1.02%
NA
DPSK
0.00%
Wallstreetcn·
SH
688256
-1.02%
NA
DPSK
0.00%

China Stocks Slip as Policy Cues Eyed

China stocks fell as investors await policy signals from upcoming high-level meetings. The Shanghai Composite dropped 0.1% and the Shenzhen Component fell 0.15%. Economists expect China to maintain a 5% growth target for 2026, with fiscal and monetary stimulus options open amid deflation concerns. Notable losses were seen in firms like Zhongji Innolight, Shenzhen H&T Intelligent, and Victory Giant.

Trading Economics·
SZ
300308
+0.29%
Trading Economics·
SZ
300308
+0.29%

Cambricon Technologies to Triple AI Chip Production to Fill Nvidia Void

Cambricon Technologies to Triple AI Chip Production to Fill Nvidia Void

marketscreener·
SH
688256
-1.02%
marketscreener·
SH
688256
-1.02%

ASIC servers increase demand for optical modules, Goldman Sachs raises Eoptolink's target price by 11%

Goldman Sachs expects that as generative AI places higher demands on network bandwidth, the shipment of 800G and 1.6T optical modules will see accelerated growth in 2026. The demand for multi-chip connections in ASIC AI servers will drive the need for high-speed optical modules. Goldman Sachs maintains a 27 times expected price-to-earnings ratio for 2026 and raises the 12-month target price from 450 yuan to 502 yuan

Wallstreetcn·
SZ
300502
+0.87%
Wallstreetcn·
SZ
300502
+0.87%

Reports indicate that the production of AI chips is expected to double next year, with Cambricon surging in the late trading session, and a late-night "serious statement": untrue

Cambricon fell nearly 3% in early trading on Thursday, but surged in volume at the end of the session, closing up 2.75%, with a cumulative increase of 108% this year. Securities Times reported that there are reports indicating: Cambricon plans to triple its AI chip production by 2026, filling the market gap left by NVIDIA's exit. Investment bank Bernstein upgraded Cambricon's rating to outperform the market that day, with a target price of 2000 yuan, suggesting an additional 46% upside potential

Wallstreetcn·
US
NVDA
-0.53%
SH
688256
-1.02%
Wallstreetcn·
US
NVDA
-0.53%
SH
688256
-1.02%
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