The market is still in a short-term retreat phase; after the peak of Solid State Battery, disagreements may intensify.
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The main line of Technology continues to evolve, and the AI computing power sector is expected to gain strength.
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The volatility of Technology stocks has intensified in the short term, waiting for low-buy opportunities after risks are fully released.
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Tesla is ready to deploy FSD functionality in China, with Asia Vets driving new growth.
① Informed sources revealed that Tesla is preparing a software update for Chinese customers to provide driving assistance features similar to those of the "Full Self-Driving" (FSD) in the USA market. ② China International Capital Corporation's Research Reports indicate that 2025 is expected to be a significant year for the quality development of intelligent driving, with the dual potential positive catalysts of Tesla's FSD entering China and Robotaxi being one of the main themes for the entire year.
Wuxi Delinhai Environmental Technology anticipates a loss in 2024 due to its subsidiary being counter-sued for contractual disputes, leading to a provision for impairment.
① Wuxi Delinhai Environmental Technology stated that the impairment provision made in response to the first-instance judgment is expected to lead to a decrease in pre-tax profits of approximately 50.66 million yuan in 2024; ② A director lawyer named Su from a certain law firm indicated that if the court's second-instance judgment affirms the first-instance ruling, it will affect the company's cash flow at the consolidated financial statement level, and may trigger a series of chain reactions such as asset impairment and an increase in the asset-liability ratio.
The DeepSeek Concept may enter a phase of reduction and focus, pay attention to the recovery strength of the high-standard money-losing effect.
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