Choosing between A-shares or Hong Kong stocks, Technology or non-Technology? Goldman Sachs' Research Reports respond to two major hot topics in investing in China.

① Currently, should investors continue investing in Hong Kong Stocks or shift to the A-share market? Should the focus be on the Technology Sector or shift to Consumer, Real Estate, and other non-Technology sectors? ② On Wednesday, Goldman Sachs' chief China Stocks strategist, Liu Jinjing, provided an analysis in his report.

cls.cnMar 26 02:21 ET

After the low-key release of DeepSeek-V3, the industry was shocked and once again questioned the Silicon Valley model.

① DeepSeek released the V3-0324 model on Monday evening, with preliminary tests showing that it can run on Consumer-grade Hardware, breaking the traditional notion that large models require a Datacenter; ② DeepSeek's model continues to reduce the energy consumption and computing costs of large models while maintaining an open-source approach to continuously drive technological innovation, leading to the rapid development of the domestic AI Industry and raising questions about Silicon Valley's closed and paid model.

cls.cnMar 25 00:13 ET

The "gap" in the implementation of the DeepSeek large model integrated machine | Depth

① The customer demand for the DeepSeek all-in-one machine has significantly increased, more than doubling compared to the customer density brought by ChatGPT in the previous two years. ② Currently, there is a severe shortage of relevant technical talent in government and enterprises, and there is a considerable gap between large models and their Business implementation.

cls.cnMar 20 23:08 ET

Highlights from the brokerage morning meeting: Large models are driving the middle platform into a new phase, and the Technology Hardware Industry Chain is expected to benefit.

In today's Brokerage morning meeting, Soochow believes that the commercialization of non-invasive brain-machine interface products is expected to accelerate; HTSC stated that the growth rate of parcel volume in the express delivery industry this year may exceed expectations; China International Capital Corporation pointed out that large models are driving the middle platform into a new stage, and the Hardware Industry Chain is expected to benefit.

cls.cnMar 20 20:27 ET

The goodwill impairment of 0.97 billion for New Classics Media led to a shift from profit to loss, while CHINA LIT hopes to unlock growth opportunities with "IP + AI."

① CHINA LIT's total revenue in 2024 is 8.12 billion yuan, a year-on-year increase of 15.8%, reaching the highest level in three years; ② New Classics Media's goodwill impairment of 0.973 billion yuan resulted in CHINA LIT turning from profit to loss.

cls.cnMar 18 09:48 ET

"Celebrating Yu Year 2" and other film and television works saw a "five consecutive explosions." CHINA LIT set a three-year revenue high last year | Interpretations

Under the support of multiple "hit" titles such as "Qing Yu Nian 2" and "Da Feng Da Geng Ren," CHINA LIT's revenue in 2024 reached the highest level in three years; Financial Associated Press reporters learned from CHINA LIT that its IP derivative brand, CHINA LIT Hao Wu, has acquired the domestic general distribution rights for FunCrazy's "Ne Zha 2" derivatives and will continue to open up cooperation.

cls.cnMar 18 07:02 ET