AI叙事延续！一季报将掀起中概互联新一轮主升浪？

Group 1 - The A-share market is experiencing a significant surge in AI-related sectors, with major companies like Xiaomi, Alibaba, and Tencent seeing substantial stock price increases [1] - The AI narrative initiated by DeepSeek continues to evolve, indicating considerable growth potential in domestic AI hardware and software [1] - Major companies such as Alibaba and Tencent are increasing their capital expenditures on AI, with Alibaba planning to invest over 380 billion yuan in the next three years [1] Group 2 - The Hong Kong market, particularly tech stocks, is rebounding but requires new catalysts for sustained growth, as recent capital inflows have slowed [1] - Upcoming quarterly earnings reports are expected to act as a catalyst for market performance, with predictions of significant profit growth for Tencent and Xiaomi [3] - The upcoming May Day holiday may also boost the performance of platform economy leaders like Meituan and Ctrip [3]