Nvidia's stock price hits a new high, and the prosperity of computing power industry chain continues to improve.

Nvidia's stock price rose more than 4%, hitting the highest intraday level since July 11th. Previously, Hon Hai Group revealed that there is a huge demand for Nvidia's Blackwell platform.

cls.cnOct 8 20:22 ET

Tesla's Robotaxi is about to debut, analyzing the core beneficiary symbols.

Tesla will hold the Robotaxi autonomous driving taxi unveiling event on October 11th Beijing time.

cls.cnOct 5 21:01 ET

Consumer electronics are warming up, AI server demand is rising, and the MLCC industry is experiencing a moderate recovery.

According to media reports, after experiencing a prolonged two-year downturn, MLCC has begun to see a relatively mild recovery, with total shipments from related manufacturers increasing by 5.4% in the second quarter.

cls.cnSep 26 19:57 ET

AI server products delivered in bulk, Shengyi Electronics' net income in the first half of the year increased by 903.93% year-on-year.

① Regarding the reasons for the performance change, Shengyi Electronics stated that with the increasing demand for high-density, high-precision multilayer printed circuit boards in the market, the company's production and sales have grown compared to the same period last year; ② Shengyi Electronics stated that in the future, with the continuous development of the automotive industry, automotive electronics will have a wider market. It is expected that the market size of China's automotive electronics industry will grow by 5.6% to reach 1.16 trillion yuan in 2024.

cls.cnAug 27 09:17 ET

MLCC continues to rebound! Guangdong Fenghua Advanced Technology Q2 net profit increased by 80% compared to the previous quarter. AI promotes high-capacity products and the future market is still optimistic | Interpretations

① MLCC prices continue to rise, with Guangdong Fenghua Advanced Technology's Q2 net income increasing significantly year-on-year and quarter-on-quarter, reaching the highest gross margin in 9 quarters; ② Downstream demand differentiation, high-end business growth is an important driver for Guangdong Fenghua Advanced Technology's profitability improvement; ③ Analysis believes that the MLCC market will continue to show differentiated demand in the future, and continuous improvement of product structure is still an important issue for relevant manufacturers.

cls.cnAug 26 11:20 ET

Olympic Circuit Technology's net profit in the first half of the year increased by over 50%, with the highest share in the automotive electronics sector among downstream applications. Interpretation of financial statements.

1. Olympic Circuit Technology's revenue and net profit both increased in the first half of the year. 2. The company stated that it benefited from factors such as increased business volume, higher product prices, and the comprehensive impact of the decline in the exchange rates of RMB against the US dollar. 3. The automotive application market is currently the company's largest sales sector.

cls.cnAug 22 10:51 ET