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CPCA Expects China Mar NEV Retail Sales to Rebound to 1 Million Units
[Brokerage Focus] CITIC SEC: The Military Industry AI is expected to welcome a structural reversal.
Jinwu Financial News | CITIC SEC research indicates that physical AI can understand physical rules and generate massive training sets, making it the next generation of AI after generative AI and AI agents. It is expected to be applied in serious scenarios such as intelligent driving, Siasun Robot&Automation, and the Military Industry. NVIDIA builds virtual environments through Omniverse + Cosmos to synthesize training data, establishing an end-to-end practice of physical AI. The institution states that from the perspective of China's Military Industry, as we conclude the 14th Five-Year Plan, there is a recovery in prosperity, and Military Industry AI is expected to welcome a structural reversal. Physical AI accelerates the smartization of military simulation, with Suochen leading the new model of domestic physical AI.
The Trump administration takes a stance on Tesla (TSLA.US), with analysts divided in their opinions.
US Secretary of Commerce Howard Lutnick voiced support for Tesla (TSLA.US), which has stirred a response in the electric vehicle Industry.
Hong Kong Stock Morning Report｜Our country will implement comprehensive measures to expand consumption. Most China Concept Stocks are down.
1. The country will implement comprehensive measures to expand consumption; the new policy on consumer loans allows for the personal consumption loan self-payment cap to be increased from 0.3 million yuan to 0.5 million yuan in stages. 2. Trump and the U.S. Secretary of Defense made speeches stating that Russia and Ukraine will soon achieve a complete ceasefire. 3. The three major U.S. stock indices rose last Friday, while most China Concept Stocks declined. 4. Speculative traders have shifted to Put the dollar for the first time since Trump's victory.
The Trump Administration Keeps Defending Tesla. Will It Work?
Research Alert: CFRA Maintains Strong Sell Opinion On Shares On Li Auto
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