Military Industry
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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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EHang and Anhui Jianghuai Automobile Group Corp.,Ltd. are collaborating to promote the construction of a low-altitude industrial park, with the low-altitude economy industry expected to accelerate its implementation.
① EHang, Anhui Jianghuai Automobile Group Corp.,Ltd. and Hefei Guoxian Holdings Co., Ltd. officially signed a global strategy cooperation agreement in Hefei. ② Currently, various regions across the country are introducing policy measures to support the development of the low-altitude economy, including the frequent introduction of bullish policies for the low-altitude economy and plans to use special bonds and ultra-long special treasury bonds and other financial tools to provide stable funding sources for the development of the low-altitude economy.
Inertial Sensors, an important component of humanoid robots, may soon see an explosive demand.
Ye Zhongzheng from Shanxi stated that inertial Sensors are an important component of the Sensory Ontology for humanoid Siasun Robot&Automation, and the Inertial Measurement Unit (IMU) can effectively avoid problems caused by obstacles and the execution of complex movements, making it the most feasible solution for assisting humanoid robots in achieving bipedal movement.
"Borrowing a ship" to expand the radiation scope of overseas Business, Hualing Cable partners with Hunan International Trade Group | Quick reading of the announcement.
① Hualing Cable signed a Global Strategy cooperation agreement with Hunan International Trade Group to accelerate overseas Business layout. ② Hunan International Trade Group is dedicated to becoming a booster for Hunan enterprises to "go global."
With intensified Industry competition and changing customer demands, Zhennai Technology's Net income in 2024 is expected to decline by over 70%.
① Regarding the decline in Net income, Zhenlei Technology stated that it is mainly affected by increased R&D investment, an increase in credit impairment losses, and the provision for impairment on certain inventory. ② In response to the recovery progress of downstream product demand, Zhenlei Technology stated that, for the moment, the overall environment in the Industry is improving, and given that this year is the final year of the "14th Five-Year Plan," the company is confident about this year's delivery confirmation situation.
The central No. 1 document first proposed "new agricultural productive forces", and the Jiangsu Nonghua Intelligent Agriculture Technology Sector is expected to be catalyzed.
The No. 1 central document of 2025 first proposed "new quality productivity in Agriculture." Jin Wencheng, director of the Rural Economic Research Center of the Ministry of Agriculture and Rural Affairs, stated that the connotation of new quality productivity in Agriculture is quite rich, including current Biological Breeding technology, Drone technology, AI technology, and digital technology.
The first Quantum Annual Conference was held in Haidian, initiating an intense catalytic period for the Quantum Technology Industry.
On February 23, 2025, the first Quantum Annual Meeting will be held at the Peking Haidian Beijing Centergate Technologies National Independent Innovation Demonstration Zone Exhibition Trade Center. Looking ahead, NVIDIA 2025 GTC is approaching in March, and this conference will host the first "Quantum Day" event. NVIDIA believes that quantum computing will assist humanity in overcoming challenges.
After three consecutive years of losses, how can Costar Group break the deadlock? | Company Research
① After three consecutive years of total losses nearing 0.8 billion yuan, plans are underway to break the deadlock; ② The company will achieve breakthroughs through aspects such as 'increasing efficiency and reducing costs'; ② The Autos optoelectronics Business is one of the important supports for the company's future performance improvement.
Avita dives, attacking the ideal "sales champion" L6.
Fight to the death.
The demand for infrared thermal imaging in the Business is steadily growing, with Raytron Technology expecting both revenue and net profit to increase in 2024.
① The company stated that in the microwave Business Sector, it mainly includes T/R components, phased array subsystems, and Radar complete systems, making it one of the fastest-growing segments in 2024; ② GTJA Securities indicated that the rapid growth of the infrared thermal imaging device's consumer market spending mainly stems from the reduction of product costs, leading to the continuous expansion of new application areas.
The9 Forms Joint Venture With Chengdu Qing Cheng Network To Expand Mobile Game Operations In China's Sinking Market
AH Stocks rose, the Hang Seng Index increased by nearly 3%, and Alibaba surged over 9% driving the computing power to take off.
A-shares related to Alibaba Cloud opened with a significant rise, Hangzhou Zhongheng Electric, Insigma Technology, Shanghai AtHub, and RunJian Co.,Ltd. hit the limit up, Guangdong Aofei Data Technology rose over 10%, Yimikang Tech. Group.Co.,Ltd., Ruijie Networks, and Yacong Co., Ltd. also followed the upward trend.
Siasun Robot&Automation, Deepseek and other main themes are repeatedly active, pay attention to the possibility of further differentiation after the emotional climax.
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DeepSeek drives a significant increase in AI computing power demand, presenting important development opportunities for the Industry.
Minsheng Securities stated that the development of leading models like DeepSeek has accelerated the implementation of AI applications and AIAgent, with rapidly increasing usage driving the demand for AI computing power to reach a turning point from being driven by training to being driven by inference.
The Robot Concept is experiencing explosive growth! The strongest stock has risen nearly 7 times, and these stocks have all reached new historical highs.
YuTree Technology's Wang Xingxing recently stated that by the end of this year, the entire humanoid robot in the field of AI will reach a new level.
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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Grok 3 accepts training on synthetic data. The synthetic data Industry shows great value potential.
① It is reported that Grok 3 has been trained on synthetic data, allowing it to review this data to achieve logical consistency. ② Currently, synthetic data is demonstrating tremendous value potential in the age of AIGC and is widely applied across various industries in the field of AI, showcasing the empowering effect of "AI +".
The humanoid robot Industry Chain is flourishing, and Institutions suggest paying attention to domestic component manufacturers that will benefit from it.
Shanghai Securities pointed out that recently, there has been an intensive catalyst in both domestic and international Industry Chain, with a significant increase in market entrants. The emergence of AI companies like DeepSeek is driving the development of general-purpose robotic large models, and the humanoid robot Industry Chain has entered a stage of "a hundred flowers bloom, a hundred schools of thought contend".
Zhou Zhiping is reassigned, and the weaponry group "gathers" executives from three major state-owned enterprises. Is the countdown to the restructuring of Changan and Dongfeng starting?
① A reporter learned from the official website of China North Industries Group that Zhou Zhiping, the former Director, General Manager, and Deputy Secretary of the Party Committee of the Dongfeng Company, has officially taken office as the Director, General Manager, and Deputy Secretary of the Party Leadership Group of the Equipment Group. ② The Equipment Group has officially "gathered" the former senior executives of three major central enterprise Autos.
Track Hyper | Yimikang Tech. Group.Co.,Ltd.: "What is the geometric content of liquid cooling?"
Please lend me a pair of discerning eyes.