The "budget version" of the iPhone is about to begin mass production, highlighting opportunities in the Apple Industry Chain.
① According to media reports, sources from the Industry Chain have revealed that Apple's spring "budget version" iPhone new model will begin mass production in mid-January 2025. ② Tianfeng previously stated that the iPhone is expected to become an important traffic entrance for Gen AI, highlighting opportunities in the Industry and Industry Chain.
Analysts predict that ByteDance's AI computing power expenditure will exceed 100 billion yuan by 2025, and the dawn of domestic computing power demand is approaching.
① Recently, ByteDance released a procurement sourcing announcement for the design framework of its self-built Datacenter substation. ② Zheshang Securities stated that the dawn of domestic computing power demand has arrived, and ByteDance has made huge investments in AI, with capital expenditures reaching 80 billion yuan in 2024.
Plan to acquire Electric Machine Business to enter the Siasun Robot&Automation sector. The leading automotive parts company IKD Co., Ltd. revitalizes its "machine" | Quick read announcement.
① Although the acquisition of Zhuoerbo by IKD Co., Ltd. is not well-known, it still attracts market attention due to the uniqueness of its main Business; ② Based on the needs of Operation, IKD Co., Ltd. has established a wholly-owned subsidiary, Shundong Robot Technology (Ningbo) Co., Ltd. in December 2024; ③ The pricing of this Trade will be based on the report provided by the evaluation Institutions and will be determined through negotiation among the parties involved.
TCL presents "main courses" at the Technology Spring Festival Gala.
Show the competitiveness of Chinese Technology companies.
[Market Data Analysis] IF and IM index futures bulls significantly increased their positions, and four Institutions jointly decided to Buy Guangdong Topstar Technology.
① If the Block Orders for the IF index futures increase by more than 5,000 contracts, and the IM contracts increase by more than 3,000 contracts, the increase in quantity is significantly greater than the short positions. ② The Robot Concept stock Guangdong Topstar Technology has been heavily purchased by four Institutions, with a total buying amount reaching 0.173 billion.
December electric vehicle report card: BYD monthly sales of 0.515 million vehicles, "Weilai, Xiaopeng, and Ideal" all reach new highs.
On January 1, 2025, China's mainstream electric vehicle brands delivered impressive results for December.