China tech stocks are looking great in the last year or so.

Couple of events that might be interesting to follow:
- Mid March: Huawei Ascend 910C release. It's reported to have 40% yield rate and they expect production of 100k units by end 2025
- Before May: DeepSeek R2 release. I guess release of R1 already sent shockwave through markets, so don't expect big impact. But still interesting to see what they can pull off.

Any other event that might have a significant impact?

China tech stocks are looking great in the last year or so.  Couple of events that might be interesting to follow: - Mid March: Huawei Ascend 910C release. It's reported to have 40% yield rate and they expect production of 100k units by end 2025 - Before May: DeepSeek R2 release. I guess release of R1 already sent shockwave through markets, so don't expect big impact. But still interesting to see what they can pull off.  Any other event that might have a significant impact?

Jozhe

Yes, but Xi did meet with Jack Ma, so previous China domestic risks might not be as significant now. But especially with Trump, we will probably get hit by new geopolitical risks

Alibaba, feels really compelling but we’ve been fooled before

https://mostimportant.the.select/posts/qnkzgoz?linkId=qjwq

Alibaba, feels really compelling but we’ve been fooled before  https://mostimportant.the.select/posts/qnkzgoz?linkId=qjwq

Alibaba's Qwen model is powering the world’s top 10 open-source large language models (LLMs), according to collaborative machine-learning platform and community Hugging Face.

The latest Open LLM Lead

[2024 Prediction] or at least i'm venting this to say I'm over it.  I'm selling BABA & KWEB.  Already happened briefly earlier this year, I predict BABA will settle below $70 a share soon again and st

Jozhe

A group of likeminded people in The Most Important Thing are talking about this.