[Data View] Multiple chip stocks were bought by Institutions, with retail investors and Algo teaming up to scoop up Zhejiang Yinlun Machinery.
① Multiple RISC-V Chip Concept stocks were Buy by Institutions, among them, Unigroup Guoxin Microelectronics was bought by two institutions for 0.135 billion. ② The computing power concept stock Zhejiang Yinlun Machinery received a total Buy of 0.479 billion from two frontline speculative positions, and was bought by one Algo position for 0.12 billion.
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.
Europeans are anxious! The EU proposes to "loosen" the domestic auto companies' emissions regulations, and the auto stocks have risen in response.
The European Commission will propose to amend the penalty scheme for Auto Manufacturers that fail to meet the 2025 carbon dioxide emission targets for cars and trucks, allowing them to reach emission-based targets within three years. European stock markets responded by rising, with the auto Sector performing particularly well, and the Auto stock Index expanding its gains to 2.3%, while Volkswagen's European shares rose nearly 5%.
Weather vane? On the eve of the full market entry of distributed photovoltaics, Trina Solar Co., Ltd. is steering Trina Wealth jointly with its first and second generations.
① Trina Solar ranks in the top two of the market, and its development adjustments are seen as a barometer for the distributed photovoltaic market; ② Analysts believe that under the new policy environment of market-oriented Trade in Electrical Utilities, it is necessary to integrate and coordinate the scenarios of distributed photovoltaic, customer-oriented electrical Trade, financial solutions, and Operation and maintenance solutions.
The American "god car" has unleashed its ultimate weapon.
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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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bullrider_21 OP : Tesla's Europe sales fell in 2024. Tesla's US sales fell in 2024. Tesla's Australia sales fell in 2024. Only Tesla's China sales are up.
74216494 bullrider_21 OP : And ? NIOs European sales are microscopic, US sales non-existant, Australias sales non-existant, China sales mediocre, compared to newcomers like XIAOMI or ZEEKR. TSLA still makes money; NIO never did.
bullrider_21 OP 74216494 : Comparing Nio and Tesla is like comparing apple and orange.