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(ECNS) -- South Korean retail investors are ramping up investments in Chinese assets, with China becoming one of their key overseas destinations in 2025 amid shifting regional market opportunities. As of Wednesday, the A-share stocks most heavily bought by South Korean investors over the past month include Sany Heavy Industry (600031), Power Construction Corporation of China (601669), and Accelink Technologies (002281), and popular Hong Kong–listed targets include China Energy Engineering Corporation, MiniMax, and Montage Technology, according to data from SEIbro, a platform operated by the Korea Securities Depository. Compared with last year, the latest trading behavior of South Korean retail investors shows growing interest in so-called HALO assets. Defined by Goldman Sachs, HALO assets refer to Chinese industrial and infrastructure-related sectors such as power, construction machinery and chemicals that are benefiting from a new investment cycle. (By Gong Weiwei)
,其向智能化、网联化转型的趋势对底层算力基础设施的规模、稳定性和数据处理能力提出了极高要求。其所牵扯的链条众多,不同工艺场景下的数据复杂,很难用一套方案去应用在所有的环节。 并且,在AI变革下,过去的技术架构逻辑也需要做出改变。比如传统架构各系统独立部署,厂商技术栈不统一,数据分散割裂,形成数据孤岛。
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