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China's Policy Reforms Gain Momentum
Express News | Hong Kong Stocks Rise After China Announced a Series of Economic Targets for 2025 During the Two Sessions
The market may continue its short-term rotation pattern, Siasun Robot&Automation and AI computing power are warming up, and the RISC-V Concept is gaining short-term attention.
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China's Two Sessions: Key Takeaways on Stock Price Movements Before and After the Meetings
Another major bank believes that Xiaomi is a potential winner in AI, with key events expected in the coming months.
Barclays stated that the demand for Xiaomi's SU7 electric Autos is high, with a significant backlog of Orders. The introduction of new models and new factories will further drive growth. Additionally, the Chinese government's subsidy policy for home appliances and electronic products has significantly boosted Xiaomi's Business in these areas. In the future, Xiaomi plans to open large flagship stores in overseas markets and intends to start exporting electric Autos from 2027.
Jensen Huang strongly supports the "physical AI," and Goldman Sachs has organized the list of publicly listed companies.
According to Goldman Sachs, autonomous driving, AI equipment, and robot automation are currently the most important areas of physical AI application. In the field of autonomous driving, Goldman Sachs specifically mentioned Uber Technologies, Pony.ai, BYD, Li Auto, Xiaomi, and Baidu. Regarding AI equipment, Goldman Sachs is Bullish on Horizon Robotics, Mobileye Global, AAC TECH, and Quanta Computer. In robot automation, Goldman Sachs is most focused on Harmonic Drive Systems, Yaskawa Electric Machine, Zhejiang Sanhua Intelligent Controls, and Shenzhen Inovance Technology.