Apple entering the foldable smartphone market is expected to bring significant incremental Orders to related manufacturers.
Market news indicates that Apple plans to finalize the supply chain for the foldable iPhone by April this year and expects to begin large-scale production of related components in the second half of this year. This phone is expected to be released in the second half of 2026.
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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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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There are multiple violations in fund management, Baotou Dongbao Bio-tech has received regulatory "double letters" consecutively | Quick read announcement.
① Baotou Dongbao Bio-tech has received warning letters from the Inner Mongolia Securities Regulatory Commission and the Shenzhen Stock Exchange, which have been recorded in the integrity file of the securities and futures market; ② The company was found by the Inner Mongolia Securities Regulatory Commission during an on-site inspection to have issues such as exceeding the authorized limit for Cash management balance, purchasing investment products beyond the authorized time, and not disclosing delays in fundraising projects; ③ Since last year, due to the impact of short-term market fluctuations, the company's performance has faced a decline, with product sales and prices decreasing year on year.
DeepSeek accelerates the deployment of AI glasses, which may become the next terminal to exceed 100 million units in shipment.
1. Research Reports from Institutions indicate that DeepSeek is accelerating the application of AI glasses. 2. Huaxi states that AI glasses are flourishing, and the future market potential is enormous. General AI smart glasses (AI audio/video glasses + AR glasses) are expected to be comparable to smartphone shipments in the long term.