Emrg Mkts SC Alphadex First Trust Newsroom

After ongoing fluctuations, the market may be nearing a directional choice, with the AI, Siasun Robot&Automation, and other Technology growth sectors likely to rebound.

Looking back at the market situation before the festival, the market has been in a state of fluctuating consolidation, and the atmosphere of market observation remains quite strong.

cls.cnMay 5 21:24 ET

Asia-Pacific Markets Set to Open Lower After Trump's Attack on Fed Chair Sends Wall Street Tumbling

CNBCApr 21 20:02 ET

The US dollar plummets, Emerging Markets make a strong comeback: the Thai baht and Jilin soar, and the Indian stock market rises for five consecutive days!

After recording the largest weekly increase in six weeks last week, the Emerging Markets Currency Index continued to rise this Monday, with the Thai Baht and Malaysian Ringgit showing strong performance, both increasing by 1% in a single day. Over the past month, the Thai Baht has appreciated by a cumulative 3.2% against the US dollar, marking a significant upward trend. The five-day increase of the India Nifty 50 Index (5.99%) has set the highest record since February 2021.

wallstreetcnApr 21 08:49 ET

Under the Deepseek effect, Goldman Sachs puts cold water on the Datacenter boom: the Global Datacenter utilization rate has reached its peak.

From the release of DeepSeek, which is a low-cost competitor to ChatGPT, to Microsoft scaling back its Global AI Datacenter projects, and Alibaba Director Zhang Yong warning about a bubble in USA AI infrastructure investments, multiple warning signals are flashing: the boom in AI Datacenters may soon be facing a cool down.

wallstreetcnApr 10 18:10 ET

First Trust Emerging Markets Small Cap AlphaDEX Fund ETF Declares $0.0936 Dividend

Seeking AlphaMar 27 14:01 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

Brokerage morning meeting highlights: The effect of the real estate market stabilizing after the decline may gradually become apparent, and the Industry valuation may rise.

At today's Brokerage morning meeting, HTSC proposed that the enhancement of Technology attributes may elevate the valuation levels of symbols related to the gaming Industry; Soochow believes that the short-term adjustment in the Construction Machinery Sector does not change the positive trend for the entire year; Galaxy Securities stated that the effects of the real estate market stabilizing may gradually become apparent, and the Industry valuation may rise.

cls.cnMar 18 20:24 ET

Brokerage morning meeting highlights: DeepSeek reopens its source code, focusing on changes in AI applications.

At today's Brokerage morning meeting, HTSC proposed that DeepSeek be open-sourced again and focus on changes in AI applications; China International Capital Corporation believes that AI+finance is expected to reach a scaling inflection point; China Securities Co.,Ltd. stated that the performance resonance of lithium battery demand is signaling the beginning of a new cycle.

cls.cnMar 3 19:24 ET

The divergence in the technology stock sector is increasing, pay attention to the rotation opportunities in low-level directions such as Solid State Battery and CSI Consumer 360 index.

Track the entire lifecycle of the main Sector.

cls.cnMar 2 20:19 ET

As high as 545%! DeepSeek has released its cost-profit margin for the first time. What is the impact on computing power?

According to DeepSeek's calculations, the theoretical daily profit of the V3/R1 inference system can reach 3.46 million yuan. The founder of Silicon-based Flow, Yuan Jinhui, commented that the V3/R1 architecture is significantly different from other mainstream models. Brokerage opinions suggest that in the medium to short term, technology giants will continue to make ongoing and large-scale investments in the field of AI computing power, which will remain a highly certain event.

cls.cnMar 2 05:58 ET

Technology stocks continue to soar, and the dual-main line market of DeepSeek and Siasun Robot&Automation is expected to persist.

Track the entire lifecycle of the main Sector.

cls.cnFeb 23 20:26 ET

The game licenses were issued in February! 110 domestic games and 3 imported games were approved.

① This evening, the February game license approvals were released, with 113 new games approved. New products from listed companies like NetEase, G-bits Network Technology, and Kingnet Network are included; ② A total of 249 new games have received licenses this year. Including this month, licenses for domestic and imported games have been issued simultaneously for five consecutive months.

cls.cnFeb 21 06:57 ET

Siasun Robot&Automation, Deepseek and other main themes are repeatedly active, pay attention to the possibility of further differentiation after the emotional climax.

Track the entire lifecycle of the main Sector.

cls.cnFeb 19 21:09 ET

Express News | DeepSeek Sources: Financing News Is a Rumor

Moomoo 24/7Feb 19 19:42 ET

The DeepSeek Concept may enter a phase of reduction and focus, pay attention to the recovery strength of the high-standard money-losing effect.

Track the entire lifecycle of the main Sector.

cls.cnFeb 18 20:23 ET

The short-term differentiation of the DeepSeek Concept may continue, focusing on the rotation opportunities between high and low in AI.

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cls.cnFeb 17 20:21 ET

DeepSeek accelerates asset revaluation! Hedge funds flee India and flow into China.

In the past month, the total market value of the stock markets in and outside China has increased by more than 1.3 trillion USD, while the market value in India has shrunk by more than 720 billion USD during the same period. Hedge funds are buying Chinese stocks at the fastest pace in months, and the MSCI Chinese Index is expected to outperform the MSCI Indian Index for the third consecutive month, setting the record for the longest consecutive gains in two years.

wallstreetcnFeb 17 05:03 ET

After the concept divergence of DeepSeek intensifies, the market may enter a volatile rotation rhythm.

Track the entire lifecycle of the main Sector.

cls.cnFeb 13 20:27 ET