Track Hyper | Domestic CIS Technology Reaches New Heights: Is it Huowei Technology again?

The big player behind Xiaomi's global showcase.

wallstreetcnMar 4 00:37 ET

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%.

wallstreetcnMar 3 08:31 ET

The theoretical cost-profit margin of DeepSeek reaches as high as 545%, and major Cloud Computing companies may become the most benefited direction.

①DeepSeek has disclosed its theoretical cost and profit margin for the first time, with a total theoretical daily revenue of $562,027 and a cost profit margin of 545%. ②According to a Research Report from Minsheng Securities, DeepSeek demonstrates that through algorithm optimization, the AI Business can achieve extremely high profit margin levels, providing the best profitability multiplication "guide" for domestic Cloud Computing and domestic AI applications.

cls.cnMar 2 18:58 ET

The first annual report on computing power chips of the year has been released! Haiguang Information's 2024 revenue is expected to increase by over 50%, significantly increasing inventory four times to ensure supply.

① Haiguang Information released its 2024 financial report, with revenue of 9.152 billion yuan, a 52.40% increase compared to the same period last year, and a year-on-year increase of 52.87% in Net income attributable to the parent company; ② Haiguang Information stated that the industrial ecosystem of its high-end processor products is continually expanding, with increased applications in various Industries and the emerging AI large model industry, leading to a 405.09% year-on-year increase in inventory value by the end of 2024.

cls.cnFeb 28 08:43 ET

Star Evening Report | Haiguang Information's net profit in 2024 increased by over 52% year-on-year, and the Fund has reduced its Shareholding in Tailin Micro by 1%.

Today's Star evening news mainly includes: Peking releases an action plan to promote the landing of 10,000 units of embodiment Siasun Robot&Automation; National Silicon Industry Group: plans to purchase minority equity and other Assets, Stocks continue to be suspended for no more than 5 Trading days; Saifang Semiconductors secures Pre-B round financing.

cls.cnFeb 28 07:55 ET

The wave of AI in Medical is sweeping: the potential of the macromolecule new drug market is highlighted and imaging products are "going overseas" into Emerging Markets | Focus

① Some executives from pharmaceutical companies have stated that "currently, the discovery of small molecule drugs is very challenging; finding potential molecules and structures is already quite difficult, while there is still significant potential in the discovery and design of large molecule new drugs." ② Currently, the application maturity of AI technology in the imaging field is relatively high, and relevant manufacturers have revealed that the market potential for AI imaging large models in Belt and Road Initiative Concept countries is quite extensive.

cls.cnFeb 26 20:37 ET