The Huawei China Partner Conference is about to be held, and the Huawei Industry Chain may welcome new investment opportunities.
① According to media reports, the Huawei China Partner Conference 2025 will be held from March 20 to 21 at the SHENZHEN INT'L Convention and Exhibition Center (Baoan). ② Open Source Securities stated that 2025 will be a critical year for the native Huawei Hongmong, expected to bring substantial business growth to Industry Chain partners. Bullish on the trend of Huawei Hongmong's rise, it is recommended to pay attention to investment opportunities with ecological partners.
NVIDIA has established a "Quantum Day," sparking heated discussions as the Quantum Technology Industry enters a period of intense catalysis.
NVIDIA will hold its annual technology conference GTC 2025 from March 17 to 21, with the newly established "Quantum Day" event being the highlight. The Shanghai Securities believes that quantum computing has become a core area of technological competition among major countries, and China occupies an important position in the multi-path exploration of quantum computing, with enormous potential for the development of the quantum computing industry.
The four departments issued the "AI-generated synthetic content identification method"; the digital watermark Sector may stand at the forefront.
The National Cyberspace Administration and four other departments issued the "AI-generated synthetic content identification measures." Among them, it was proposed to encourage service providers to add implicit identifiers such as digital watermarks to generated synthetic content.
The "hot battle" of humanoid robots has begun: frequent release of new products. Is the year of mass production really here? | Industry observation
① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.
The computing power stocks are strongly rebounding, and Nonferrous Metals are迎来 a new rotation opportunity.
Yesterday, the market withstood the impact of the drop in the external market and successfully rebounded from the lows, with all three major Index closing in the green. However, due to the further contraction in trading volume, the short-term market still leans towards chaos, and may face a choice of direction in the future.
[Data View] Institutions have been continuously increasing their positions in Asia Vets, while powerful speculators are selling Hainan Huatie for over 0.6 billion.
① The AI all-in-one machine Concept stock, Zhimei Asia Vets, received over 80 million from Institutions buying in, and this stock has been significantly bought by Institutions for two consecutive days. ② The computing power Concept stock Hainan Huatie has been Sold for 0.662 billion by GTJA's Shanghai Haiyang West Road branch.