Aliyun has launched the largest scale AI talent recruitment in China, and the development speed of intelligent computing in China may exceed expectations.
① According to exclusive news from the Star Daily, Alibaba Cloud has recently recruited AI technology reserve talents at top Universities around the world, marking the largest AI campus recruitment in recent years. ② China Galaxy stated that the Global AI market continues to show a growth trend, and the development level of China's intelligent computing power is growing faster than expected.
The Shanghai Auto Show will be held in April, the Bullish automotive consumption policies continue, and these Concept stocks frequently receive research.
The 21st Shanghai International Autos Industry Exhibition (2025 Shanghai Auto Show) will be held from April 23 to May 2.
Brokerage Morning Meeting Highlights: Focus on low positions + resilience in the economic outlook during the consolidation period.
At today's Brokerage morning meeting, HTSC believes that the solidifying period should focus on low positions and resilient market directions; Everbright stated that downstream demand for organic silicon is steadily increasing, and the supply-demand pattern in the Industry is expected to improve; GTJA proposed that the enthusiasm for the Spring Sugar Hotel Exhibition has decreased, and the sales of Baijiu after the festival are stable.
Brokerage morning meeting highlights: It is recommended to pay attention to companies in the humanoid robot industry that have the capability for low stock price bulk supply of components.
In today's Brokerage morning meeting, China Securities Co.,Ltd. suggested focusing on companies in the humanoid robot Industry that have the capacity for low stock price mass supply of components; Tianfeng stated that the wind turbine Sector will undergo a value reassessment; Galaxy Securities believes that the peak season de-stocking turning point in the non-ferrous Industry is emerging, and the spring market is expected to unfold.
Huisuan Account has submitted their application to the Hong Kong Stock Exchange for the third time, with investments from Tencent, Xiaomi, and Sichuan Hexie Shuangma | IPO Express.
① Spring Future, National Services, Harmony Jinfeng, and RJH Investment are the first-round investors in Huizuan Account. ② Despite Huizuan Account holding the title of "Industry Leader," this nearly ten-year-old company still faces multiple challenges such as a highly fragmented market and a business model that needs to be validated.
Two Sessions Time | National People's Congress Representative, Lu Qingguo from Chenguang Biotech Group: Improve the quality standards of Chinese Patent Medicine, regulate the centralized procurement model for Traditional Chinese Medicine, and optimize the
① Lu Qingguo, Director of Chenguang Biotech Group and a representative of the National People's Congress, focused on several recommendations at this year's Two Sessions, including optimizing the procurement mechanism for Traditional Chinese Medicine, enhancing the quality standards for Chinese Patent Medicine, and standardizing the Traditional Chinese Medicine granule industry; ② In addition to recommendations related to the Traditional Chinese Medicine industry, Lu Qingguo prepared several suggestions on rural social retirement insurance, rural medical insurance, and increasing support for companies sanctioned by the United States.