Brokerage morning meeting highlights: The Agent application is expected to enter its first year of significant growth in 2025.

At today's Brokerage morning meeting, HTSC proposed that Agent applications are expected to enter a period of significant volume in 2025; Tianfeng stated that in the field of AI Medical, attention should be given to directions related to high-quality data, scarce application scenarios, and multimodal integrated data; Silver Securities believes that the demand for green electricity is expected to see stronger catalysts in 2025.

cls.cn19:12 ET

Brokerage morning meeting highlights: The combination of AI applications and high-quality Hardware carriers brings new growth opportunities in Consumer scenarios.

In today's brokerage morning meeting, China International Capital Corporation stated that the market performance in the second half of the year is expected to be better than in the first half; Sinolink believes that the probability of achieving a "stop falling and stabilize" target in the real estate sector by 2025 is relatively high; Huaxi pointed out that the combination of AI applications with high-quality Hardware carriers brings new growth opportunities in Consumer scenarios.

cls.cnMar 5 19:26 ET

The short-term emergence of the new energy sector in the Hong Kong stock market, with photovoltaic and lithium battery production in March showing month-on-month increases.

① The short-term surge in the Hong Kong stock market's New energy Fund sector, which stocks are attracting the most investor attention? ② The production scheduling of photovoltaic lithium batteries shows a month-on-month increase in March, how strong is the demand recovery?

cls.cnMar 3 03:57 ET

The demand for AI applications and overseas has increased, and the orders for grid supporting companies in the first quarter are already "fully booked."

① Power grid supporting companies have sufficient Orders on hand, and some listed companies have successively reported positive earnings forecasts for last year; ② The total scale of domestic power grid investment has increased, and the application of AI along with overseas markets is expected to resonate, likely driving Orders to continue rising this year.

cls.cnFeb 28 03:41 ET

The main line of Technology continues to evolve, and the AI computing power sector is expected to gain strength.

Track the entire lifecycle of the main Sector.

cls.cnFeb 26 20:26 ET

Is there a "secret to grabbing goods" circulating in the photovoltaic circle? As the new projects fully enter the market, the prices of components from multiple brands in the Distribution Channel are increasing.

① Existing projects connected to the grid before May 31 can enjoy a price guarantee for electricity, while all incremental projects thereafter will be subject to market trading, which has triggered this wave of rush in photovoltaic installations; ② Under the influence of the new policy's rush for installation, the recent component utilization rate has increased, and the price in the Distribution Channel has risen by 2 to 5 cents per watt; ③ Component manufacturers state that they pursue "energy generation per unit area," and high-efficiency products are expected to deliver greater value.

cls.cnFeb 25 06:21 ET