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

40 billion! BBMG Corporation breaks through financing, still spending billions in Beijing during the period of losses.

① The longstanding state-owned enterprise BBMG Corporation has received approval for financing of up to 40 billion, sparking heated discussions in the market; ② BBMG Corporation has performed poorly in recent years, and for 2024, it is expected that the adjusted Net income loss will be between 2.8 billion and -3.1 billion yuan, yet it continues to spend hundreds of millions to acquire land in Beijing during this loss period.

cls.cnFeb 27 09:10 ET

Why is the attitude towards capital so contrasting? Large brokerages in the Hong Kong stock market have been heavily "swept up" while several local banks have faced Shareholding by major Shareholders.

① The Hong Kong stock market is "singing all the way up", with both JINSHANG BANK and BANK OF GANSU facing Shareholding by major shareholders; ② QIN New energy Fund even fully divested its shares in JINSHANG BANK, with a divestment involving over 0.144 billion HKD; ③ Insurance funds continue to "sweep up" H shares of state-owned and joint-stock banks, with industry insiders pointing out that the contrast in funds' attitudes towards different banks is intensifying.

cls.cnFeb 27 08:36 ET

Goldman Sachs' research throws cold water on the situation: the turning point for humanoid robot technology remains unclear, and meaningful applications will take at least another five years!

Goldman Sachs believes that the humanoid robot H1 has only 19 degrees of freedom, making it still unable to handle complex and detailed tasks. At least in the next 2-3 years, it will be difficult for humanoid robots to achieve the same work efficiency as human workers. Meaningful applications are not expected for another 5-10 years.

wallstreetcnFeb 27 07:49 ET

The wave of AI in Medical is sweeping: the potential of the macromolecule new drug market is highlighted and imaging products are "going overseas" into Emerging Markets | Focus

① Some executives from pharmaceutical companies have stated that "currently, the discovery of small molecule drugs is very challenging; finding potential molecules and structures is already quite difficult, while there is still significant potential in the discovery and design of large molecule new drugs." ② Currently, the application maturity of AI technology in the imaging field is relatively high, and relevant manufacturers have revealed that the market potential for AI imaging large models in Belt and Road Initiative Concept countries is quite extensive.

cls.cnFeb 26 20:37 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