Hunan enterprises are speeding up their overseas expansion! Yanker Shop Food and Huaci Co., Ltd. announced the construction of a factory in Southeast Asia on the same day | Quick read of the announcement.
① "Going global" has gradually become a consensus among many listed companies in Hunan. This evening, Huaci Co., Ltd. and Yanker Shop Food both issued announcements stating that they will lay out production bases in Southeast Asia to promote the expansion of overseas business; ② The listed companies mentioned that Vietnam has relatively low labor costs and local production resources, which can effectively reduce company production costs; through supply chain layout, the company can also enhance its market competitiveness and brand recognition.
Earnings Call Summary | Kaiser Aluminum(KALU.US) Q4 2024 Earnings Conference
Kaiser Aluminum Q4 Adj EPS $0.33 Misses $0.64 Estimate, Sales $765.00M Beat $735.15M Estimate
After the concept divergence of DeepSeek intensifies, the market may enter a volatile rotation rhythm.
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DeepSeek accelerates the deployment of AI glasses, which may become the next terminal to exceed 100 million units in shipment.
1. Research Reports from Institutions indicate that DeepSeek is accelerating the application of AI glasses. 2. Huaxi states that AI glasses are flourishing, and the future market potential is enormous. General AI smart glasses (AI audio/video glasses + AR glasses) are expected to be comparable to smartphone shipments in the long term.
Xiaomi is taking the stage! DeepSeek ignites the "Hundred Mirrors War" as Consumer Electronics welcomes a new opportunity.
① The official Weibo of Xiaomi glasses has been launched, but no content has been published so far; ② Lei Jun expects the product's shipment volume to be "over 300,000 units." ③ Brokerages point out that AI glasses are likely to become a scenario where AI applications first take root.
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