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 battle for intelligent driving among car companies has begun, and the penetration rate of intelligent driving is expected to enter a period of rapid increase.
① Domestic car companies have announced the sales data for February 2025, and are generating buzz for new products. Among them, BYD's sales in February exceeded 320,000 units, reaching 322,800 units, a year-on-year increase of 164%, and has initiated the "Smart Driving Equality" campaign. ② Kaiyuan Securities pointed out that supply drives demand, and the resonance of technology costs and experiences may lead to a rapid increase in the penetration rate of smart driving.
Humanoid robots collaborate to create new tricks! Collective intelligence has become a new trend in development, opening up prospects for industrial scenario applications.
① The official WeChat account of UBTECH released a video, showcasing the Walker S series robots in a collaborative training at the ZEEKR 5G smart factory. ② This collaborative training was completed using the collective brain network Software architecture and humanoid intelligent network integration hub. ③ Brokerages believe that the iteration on the Software side is key to continuously enhancing the product strength of humanoid robots.
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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The 'Deepseek' Concept is not afraid of performance pre-loss as Talkweb Information System joins the 50 billion Market Cap club in Hunan stocks.
① As of today's close, Talkweb Information System is priced at 41.76 yuan per share, with a cumulative increase of 147.39% this month, and a total market value of 52.453 billion yuan, ranking seventh among listed companies in Hunan by market value; ② Analysts told journalists from the Financial Link that behind the soaring stock price of Talkweb Information System, there is an influence from market funds speculating on it, and if the company cannot improve its performance in the future, there may be a risk of valuation correction for the stock price.
Earnings Call Summary | Kaiser Aluminum(KALU.US) Q4 2024 Earnings Conference
KoolBee : interesting that Baidu was not invited
72175489 : What is the proportion of state-owned enterprises among Technology companies?
102472268 :

104998465 102472268 : xjp grinning ear to ear, must be vhappy
TMW1986 : Did nio ceo invited? Lol.
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