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Huajin Securities: The iteration of graphics cards on the supply side combined with the expansion of national subsidies will empower the development of industries such as AI and gaming through multiple resonances.
The iteration of Graphics Card Hardware has significantly improved performance; the expansion of national subsidy policies for mobile devices enables the development of AI applications and gaming industries through the resonance of software and Hardware.
Everbright's 2025 Internet Plus-Related media investment strategy: Emotional Consumer, Content Revival.
In the competitive landscape of the domestic demand market, platform enterprises are in a relatively advantageous position, maintaining a "Buy" rating for the Internet Plus-Related media Industry.
U.S. stock market close: the three major indexes varied in performance; Huang Renxun's remarks caused a collapse in the Quantum Computing Sector.
① The Nasdaq China Golden Dragon Index fell by 0.67%, with most China Concept Stocks declining; ② Wildfires ravaged California, and Electrical Utilities provider Edison International fell by 10%; ③ Jensen Huang stated that a "very useful" quantum computer may take several decades to arrive; ④ Intel: will continue to focus on the independent graphics card market.
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