CHINA MOBILE's capital expenditure slightly decreased, with computing power still being one of the main investment directions, which will drive the popularization of MaaS.

① In 2024, the free cash flow is 151.7 billion yuan; ② CHINA MOBILE launched ultra-large-scale intelligent computing centers in Hohhot and Harbin in 2024, with a layout covering 40 AI models in the Energy, Transportation, Medical, and Education Industries; released the CHINA MOBILE AI intelligent assistant Lingxi Intelligence; ③ By the end of December 2024, the total number of clients for its "AI products" reached 0.19 billion.

cls.cnMar 20 06:41 ET

[Data Analysis] The IF futures are significantly increasing long positions as well-known speculative funds are bottom-fishing Hang Zhou Iron & Steel.

① The Block Orders for the IF index futures contract saw long positions increase by over 7,000 lots, with the amount of increase clearly greater than that of short positions. ② The activity of first-tier speculators declined contrary to the trend, with Hang Zhou Iron & Steel experiencing a limit down, purchased by CITIC SEC's Xi'an Zhuque Street branch for over 40 million.

cls.cnMar 14 05:53 ET

New themes are gradually emerging as market styles shift between high and low, but the strength of the Technology mainline's recovery remains crucial.

Yesterday, the market continued to adjust, and all three major Indexes fell, returning to a consolidation structure in the short term.

cls.cnMar 13 21:25 ET

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.

cls.cnMar 12 00:30 ET

Guangdong promotes legislation in the AI and Siasun Robot&Automation sectors, with ongoing policy support for the Industry.

① The General Office of the People's Government of Guangdong Province issued several policy measures to promote the innovative development of the AI and Siasun Robot&Automation industries. It mentions that legislation in the fields of AI and Siasun Robot&Automation should be accelerated to provide institutional safeguards for the development of the AI and Siasun Robot&Automation industries. ② Deutsche Bank believes that humanoid robots will experience large-scale production and widespread application in the next decade. By 2035, the market size for humanoid robots is expected to reach 75 billion dollars.

cls.cnMar 10 19:56 ET

The beverage giant Dongpeng Beverage with a market cap of 100 billion is going for an IPO again. Last year, the company's performance grew by more than 60% year-on-year | Read the announcement.

① Dongpeng Beverage plans to issue H Shares and list on the Main Board of the Hong Kong Stock Exchange. ② The revenue proportion of Dongpeng Beverage's "home base" in the Guangdong region for 2024 has decreased compared to the previous year, but it is still the region with the highest revenue share. ③ Dongpeng Beverage hopes to further expand into overseas markets through its listing in Hong Kong, with Southeast Asia being a key focus market.

cls.cnMar 7 21:28 ET