China's Service Sector, Software Opportunities, DeepSeek+China, Shibaura Mechatronics (6590 JP), GB300 pathway
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The Five at Five newsletter is published every Friday and pulls together 5 showcase notes produced over the last 7 days from across the Alētheia Capital platform.?
A lot of research jostling to be included in this week's highlights reel so for those that didn't make the cut please check our research website:
Dr Jim Walker (chief economist) kicks things off with some brief thoughts on President Trump's latest proclamations.
There is also a segment on the growth of China's service sector.
Jim also recommends reading this IMF paper from late last year: IMF - China's Service Sector.
Technology investors continue to look to the second derivatives (and beyond) of investment in artificial intelligence (AI) hardware.
Thematic strategist Keith Woolcock throws some software names into the ring.
领英推荐
Next up our China strategist Vincent Chan takes a top down look at what DeepSeek AI could mean for China Inc.
We are smack bang in the middle of results season in Japan and one result to highlight came from Shibaura Mechatronics Corp (6590 JP).
Steven Liu, CFA, FRM (technology hardware) dissects the numbers.
We wrap things up with Skye Chen (technology hardware) who fine tunes the numbers for the GB200 and GB300 system pathways.
#ArtificialIntelligence / 英伟达 .
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