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Datacenter construction costs may rise by 20%. Trump's tariffs have dealt a blow to the AI industry in the USA.
① The cost of AI construction not only includes chips, but also requires consideration of Building Materials, cooling equipment, and even backup Generators, all of which are affected by tariffs. ② Altman previously revealed that OpenAI is urgently researching how tariffs will impact the running costs of AI models. ③ "The supply cycle for all core components has long reached 24-36 months," industry insiders expect that the construction costs of Datacenters in the USA may rise by 15%-20%.
JD.com and Meituan are directly confronting each other.
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The first batch of quarterly reports for Hong Kong stock Funds has been released, with significant holdings in Tencent, Xiaomi, Alibaba, etc. What does the future hold?
① Several funds heavily invested in Hong Kong stocks during the first quarter, focusing on TENCENT, Xiaomi Group, Alibaba, POP MART, Meituan, and Semiconductor Manufacturing International Corporation, with TENCENT, Alibaba, and Xiaomi being increased by multiple funds; ② Some fund managers remain Bullish on the future development prospects of the Hong Kong Technology Internet Industry, expecting Internet platforms to drive the domestic AI into an ecological development stage.
Goldman Sachs Warns $2.5 Trillion Sell-Off In The Extreme Event Of US-China Decoupling As Scott Bessent Says 'Everything Is On The Table'
U.S. stocks closed: Technology Industry tariffs postponed, the three major Indexes rose collectively, and Chinese concept stocks surged.
① Large technology stocks showed mixed performance, with Apple increasing by 2.21%; ② China Concept Stocks generally rose, with the Nasdaq China Golden Dragon Index increasing by 3.23%; ③ NVIDIA: is striving to produce AI supercomputers entirely in the USA.
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