Nvidia's stock price hits a new high, and the prosperity of computing power industry chain continues to improve.
Nvidia's stock price rose more than 4%, hitting the highest intraday level since July 11th. Previously, Hon Hai Group revealed that there is a huge demand for Nvidia's Blackwell platform.
Tesla's Robotaxi is about to debut, analyzing the core beneficiary symbols.
Tesla will hold the Robotaxi autonomous driving taxi unveiling event on October 11th Beijing time.
National Bureau of Statistics promotes compliant circulation trade of data, and the industry chain is expected to usher in a new round of policy catalysis.
1. The National Bureau of Statistics has publicly solicited opinions on the 'Guiding Opinions on Promoting the High-quality Development of the Data Industry'. It mentions promoting compliant circulation and trade of data. 2. Southwest Securities pointed out that a series of institutional documents issued by the National Bureau of Statistics are expected to regulate key difficult points such as the imperfect systems for rights confirmation, pricing, and circulation, accelerate the pace of industrial landing, and the industry chain is expected to receive intensive policy catalysts.
Meta unveils AR glasses Orion, this category is expected to become the next 1 billion-level consumer electronics product.
①At the annual developer conference held in Menlo Park, California on September 25th, Meta's CEO Mark Zuckerberg showcased a prototype product called Orion AR glasses. ②Western Securities stated that AR glasses are expected to become the optimal solution for edge AI landing. With the active layout of the industry chain and the gradual maturity of the technological path, combined with edge AI empowerment, accelerated shipments of AR glasses are expected.
Nanjing will achieve full open road testing and demonstration application in 2026, and the policy and industry will resonate with the V2X ecosystem.
Nanjing announced on its official WeChat account that by 2026, it will gradually connect four core demonstration zones and other areas of the city to the platform, achieving comprehensive open road testing and demonstration applications.
[Data Analysis] Large reduction in short positions of IM futures, speculative funds and algo working together to sell shijiazhuang changshan beiming technology.
1. IM main contract short positions decreased by more than a thousand lots, while long positions slightly increased. 2. Hongmeng and state-owned enterprise reform concept stocks shijiazhuang changshan beiming technology were sold by two first-line institutional investors and simultaneously sold by a quantitative institutional investor for over 50 million.