China Prepares to Unveil Stimulus Plan. Can Chinese Tech Stocks Surf the Surge?

In One ChartMar 3 10:06 ET

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.

wallstreetcn30minutes ago

Market Chatter: Baidu Plans to Raise 10 Billion Yuan From Offshore Bonds

MT Newswires22:08 ET

Brokerage morning meeting highlights: DeepSeek reopens its source code, focusing on changes in AI applications.

At today's Brokerage morning meeting, HTSC proposed that DeepSeek be open-sourced again and focus on changes in AI applications; China International Capital Corporation believes that AI+finance is expected to reach a scaling inflection point; China Securities Co.,Ltd. stated that the performance resonance of lithium battery demand is signaling the beginning of a new cycle.

cls.cn19:24 ET

Market Chatter: Baidu Eyes Offshore Yuan Bond Offering of $1.37 Billion

MT NewswiresMar 3 08:10 ET

Express News | JD.com Down 2.3%, Baidu Inc Down 1%, Li Auto Down 6%

ReutersMar 3 04:26 ET