In 2024, over 140 new low-altitude logistics routes will be opened in our country, and the low-altitude economy is expected to accelerate its implementation.

① According to the Statistics from the Aviation Logistics branch of the China Federation of Logistics and Purchasing, more than 140 new low-altitude logistics routes will be opened in China in 2024. ② Wu Li from Tianfeng Securities pointed out that, according to predictions from the Civil Aviation Administration of China, the market size of the low-altitude economy in China is expected to reach 1.5 trillion yuan by 2025, and 3.5 trillion yuan by 2035.

cls.cnFeb 27 19:05 ET

Another "A+H" listing may be born on the Star! Tianyue Advanced has disclosed its Hong Kong stock prospectus.

① According to the prospectus for Listed in Hong Kong, as of the first three quarters of 2024, Tianyue Advanced's overseas revenue accounts for about 40%; ② Tianyue Advanced stated that it will establish production bases overseas based on customer distribution to increase the production capacity of the company's large-sized Silicon Carbide substrates and improve responsiveness to overseas customer demand.

cls.cnFeb 25 10:12 ET

The focus of AI development is shifting from training to inference, with customized ASICs expected to experience a surge.

① Driven by DeepSeek, CSP providers are expected to more actively develop self-owned ASIC solutions with lower costs, shifting their focus from AI training to AI inference, which is estimated to gradually increase the proportion of AI inference servers to nearly 50%. ② GTJA points out that AI ASIC chips have advantages in power consumption and cost, making them a necessary choice.

cls.cnFeb 23 19:09 ET

AH Stocks rose, the Hang Seng Index increased by nearly 3%, and Alibaba surged over 9% driving the computing power to take off.

A-shares related to Alibaba Cloud opened with a significant rise, Hangzhou Zhongheng Electric, Insigma Technology, Shanghai AtHub, and RunJian Co.,Ltd. hit the limit up, Guangdong Aofei Data Technology rose over 10%, Yimikang Tech. Group.Co.,Ltd., Ruijie Networks, and Yacong Co., Ltd. also followed the upward trend.

wallstreetcnFeb 20 20:41 ET

Grok 3 accepts training on synthetic data. The synthetic data Industry shows great value potential.

① It is reported that Grok 3 has been trained on synthetic data, allowing it to review this data to achieve logical consistency. ② Currently, synthetic data is demonstrating tremendous value potential in the age of AIGC and is widely applied across various industries in the field of AI, showcasing the empowering effect of "AI +".

cls.cnFeb 18 19:01 ET

Benefiting from strong downstream market demand, Ruwei Optoelectronics expects both revenue and net profit to increase in 2024.

① From the perspective of downstream applications, the company's revenue currently mainly comes from flat panel display Masks, while the revenue from Semiconductors Masks is relatively low; ② In recent years, Luwei Optoelectronics has invested in the Jiangsu Luxin Semiconductor 130nm-28nm mature process Mask production line project, helping the company upgrade its product structure under the context of domestic production in the Semiconductors Industry Chain.

cls.cnFeb 18 09:41 ET