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.
Up nearly 10%! Taiwan Semiconductor's performance is better than expected across the board. AI may still be one of the clearest main themes in the market.
①TSMC's stock in the US surged nearly 10%, closing at a record high of $205 per share. TSMC previously announced its third-quarter financial report, with all indicators stronger than expected, and also raised its performance guidance. ②Guosheng Securities' research report pointed out that AI computing power is still one of the clearest main themes in the market in the present and even in the next two to three years, and the trend of industrial development has already taken shape.
H.B. Fuller's acquisition plan is released! The revenue of the related target last year was approximately three times that of the listed company. | Speed reading announcement
①H.B. Fuller intends to acquire its affiliate Fuller China shares; ②H.B. Fuller's controlling shareholder currently holds stakes in multiple domestic semiconductor companies, and the market had many speculations about this acquisition previously; ③Fuller China's revenue and profits far exceed H.B. Fuller, which may bring about significant changes to H.B. Fuller's market performance.
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.
Star Evening News | Hikvision's Q3 net income increased by nearly 200% year-on-year. Effort's shareholders plan to collectively reduce their shareholding by no more than 4%.
Shanghai Municipal Transportation Commission: By 2030, the basic establishment of a "5G+digital twin" smart aviation hub; Domestic photoresist verified by mass production; The US government is reportedly considering restricting nvidia, AMD from selling ai chips to some countries.
Haiguang Information's Q3 profits surged, Ge Weidong may reduce positions before the main uptrend.
①In the third quarter, Haiguang Information achieved a net income attributable to the parent company of 0.672 billion yuan, a year-on-year increase of 199.9%;②During the reporting period, Ge Weidong's Chaos Investment reduced its holdings by over 4.13 million shares; ③If Chaos Investment implements the shareholding before September 27, it will miss out on most of the gains.