The Index may return to adjustment in the short term, with a focus on the Diffusion opportunities in the Marine Economy as the theme rotation accelerates.

Track the entire lifecycle of the main Sector.

cls.cnMar 20 21:27 ET

CHINA MOBILE's capital expenditure slightly decreased, with computing power still being one of the main investment directions, which will drive the popularization of MaaS.

① In 2024, the free cash flow is 151.7 billion yuan; ② CHINA MOBILE launched ultra-large-scale intelligent computing centers in Hohhot and Harbin in 2024, with a layout covering 40 AI models in the Energy, Transportation, Medical, and Education Industries; released the CHINA MOBILE AI intelligent assistant Lingxi Intelligence; ③ By the end of December 2024, the total number of clients for its "AI products" reached 0.19 billion.

cls.cnMar 20 06:41 ET

The Huawei China Partner Conference is about to be held, and the Huawei Industry Chain may welcome new investment opportunities.

① According to media reports, the Huawei China Partner Conference 2025 will be held from March 20 to 21 at the SHENZHEN INT'L Convention and Exhibition Center (Baoan). ② Open Source Securities stated that 2025 will be a critical year for the native Huawei Hongmong, expected to bring substantial business growth to Industry Chain partners. Bullish on the trend of Huawei Hongmong's rise, it is recommended to pay attention to investment opportunities with ecological partners.

cls.cnMar 17 20:00 ET

New themes are gradually emerging as market styles shift between high and low, but the strength of the Technology mainline's recovery remains crucial.

Yesterday, the market continued to adjust, and all three major Indexes fell, returning to a consolidation structure in the short term.

cls.cnMar 13 21:25 ET

Another one! The "A+H" wave continues as Lens Technology plans to list in Hong Kong | Quick announcement

① Lens Technology plans to issue H shares and be listed on the Main Board of the Hong Kong Stock Exchange. ② This year, several listed companies are planning the "A+H" listing model in order to accelerate the promotion of their Global Strategy.

cls.cnMar 12 11:16 ET

The "hot battle" of humanoid robots has begun: frequent release of new products. Is the year of mass production really here? | Industry observation

① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.

cls.cnMar 12 00:30 ET