Primer: Inspur Digital Enterprise Technology (596 HK) - Aug 2026
Inspur Digital Enterprise Technology is navigating a strategic shift towards AI-native products, causing short-term revenue and profit declines...
92 Views
DeepSeek Rally Creates More Winners in SaaS/IaaS Sectors
DeepSeek's breakthrough AI model has created huge demand for AI services at a more affordable price from enterprises and customers.SaaS and IaaS...
1.4k Views
Technically Speaking, Breakouts and Breakdowns: HONG KONG (February 11)
HK stocks gained momentum after the DeepSeek announcement. Kingsoft shares broke out to new highs after announcing that WPS had DAUs of 100mm. BYD...
546 Views
China Software & IT Services – Implications of Huawei MetaERP
This is negative to the China ERP market as competition heats up but the impacts to Yonyou and Inspur will be larger than Kingdee as the formers...
494 Views
China's DRAM Ambitions. As A Convoluted & Tangled Web Unfolds, We Remain Resolutely Bearish.
Tensions created by the stalled US-China trade talks along with the recent US embargo on selling to Huawei has shone a spotlight once again on...
729 Views