POET Technologies And Chengdu Insiga Semiconductor Technologies Announced That They Will Develop And Demonstrate Laser Driver And Optical Engine Combinations For 800g And 1.6t Optical Modules
Tesla plans to launch FSD in China in the first quarter of next year. Institutions say that the intelligent driving industry has reached a critical point.
Tesla released a roadmap on September 5th, and plans to launch the Full Self-Driving (FSD) system in China and Europe in the first quarter of 2025. However, approval from regulators is still pending. Anxin Securities' Ma Liang believes that in recent times, multiple policies have been introduced to support the development of intelligent driving, and combined with car companies actively promoting urban NOA deployment, the inflection point of the intelligent driving industry has arrived. It is recommended to pay attention to related opportunities.
Dongxin Shares: Product demand and prices have entered an upward trend, and the GPU layout is progressing smoothly | Directly at the earnings conference.
①Jiang Xueming, Chairman of Dongxin Co., Ltd., stated at the earnings conference that the demand and prices of the company's products are gradually entering an upward trend, but overall prices this year have not yet recovered to the level of the same period last year; ② Jiang Xueming, in the second half of the year, the visibility of orders in the network communication sector is relatively high, and operators are actively tendering, with some expansion of product categories, which represents an incremental market for the company.
The Huawei 5G Core Network Summit is about to be held, and 5G infrastructure is expected to see a simultaneous rise in quantity and price.
According to the official account of Huawei Cloud Core Network, the 9th 5G Core Network Summit will be held in Dubai on September 10-11, 2024. Huachuang Securities believes that with the launch of 5.5G construction, the domestic 5G infrastructure sector is expected to usher in another wave of growth in both quantity and price after the evolution from 4G to 5G.
asia vets wearable device category is expanding rapidly, and the related industry chain is expected to experience explosive growth.
Huajin Securities stated that with the development of technology, the categories of wearable devices are also expanding rapidly. Wearable devices continue to evolve, and the related industry chain is expected to experience explosive growth.
Internet security vendors are experiencing widespread losses, and the industry's downward trend is difficult to conceal due to seasonal factors. It is urgent to find new sources of revenue.
①In the first half of the year, only 3 out of the top 20 companies in the csi information security industry achieved profitability, and all of the top 10 suffered losses. ②According to interviews conducted by Cailian Press reporters, the losses were mainly caused by the periodic nature of projects and seasonal factors affecting receivables. ③Analysts believe that in the context of downstream customers, especially those in the government sector, facing significant financial pressures and declining purchasing power, the network security industry needs to expand its market-oriented customer base.