It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
The main theme is a mild recovery. The A-share semiconductor sector ushers in the trend of pre-increase. How will the future industry prosperity develop?
①15 semiconductor companies have forecasted their performance in the first three quarters, with 11 companies expecting growth and 2 turning losses around; ② The industry is gradually recovering, market demand is picking up, becoming the main theme of this round of performance optimism; ③ Some interviewees believe that in the second half of the year, perhaps only the market for mid-to-high-end chips is still doing well.
Tesla's Robotaxi is about to debut, analyzing the core beneficiary symbols.
Tesla will hold the Robotaxi autonomous driving taxi unveiling event on October 11th Beijing time.
Star Evening News | The second IPO application after the eight science and technology innovation board regulations was accepted. The total amount of orders in Shanghai Shengmei exceeded 6.7 billion yuan
①MIIT: The software industry's integrated circuit design revenue in the first 8 months was 239.3 billion yuan; ②Peking: Striving to achieve a low-altitude economic industry scale of 100 billion yuan within three years; ③Guangdong: Accelerating technological breakthroughs and industrialization in large-scale models, embodied intelligent robots, future intelligent terminals, intelligent unmanned systems, etc.
Major industry players plan to increase the AI PC shipment volume to 40% next year, with the top three already releasing impressive financial reports. Institutions have stated that the future penetration rate of AI PC is promising.
① By the third quarter of 2025, Acer will increase the share of Copilot+ PC in delivery volume to 40%; In the second quarter of 2024, the global shipments of AI PC were 8.8 million units, accounting for 14% of the total PC shipments; ② Canalys predicts that the shipment volume of AI PC in 2024 will reach 44 million units, and it is expected to reach 0.103 billion units in 2025.
Shenzhen Fortune Trend Technology's net profit in the first half of the year has dropped by over 15%, with a significant decline in overseas revenue. The financial big model has been filed.
①Due to the slowing growth trend of B-end business, Shenzhen Fortune Trend Technology is currently expanding C-end business, but its development is still relatively slow. In the first half of the year, the company's C-end income and overseas income both declined year-on-year; ②In the field of AI, successfully applied large model technology to the Ask XiaoDa system. In June, the company's TendencyGPT financial large model obtained national deep synthesis filing, and tried to launch mobile app and PC public version software.
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