It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
The 'annual flagship battle' in the mobile phone industry is kicking off, and the industry chain is expected to usher in a revival of prosperity.
① The smartphone industry's “flagship battle of the year” has begun. In addition to Huawei, leading mobile phone brands such as vivo, OPPO, and Honor all released new flagship phones in October. ② Open Source Securities said that with supply chain stability and R&D breakthroughs, Huawei's mobile phone shipments are expected to reach 80-90 million units by 2025.
[Data Analysis] Short positions of IH and IF stock index futures reduced significantly, institutions and speculative funds collaborate to seize opportunities in ofilm group co., ltd.
1. Short positions in IH and IF main contract futures have reduced by nearly 3000 lots, with a significant reduction compared to long positions. 2. Consumer electronics concept stock ofilm group co., ltd. received buy orders from institutions exceeding 50 million, and also received a buy order of 0.257 billion from china securities co.,ltd. peking chaowai street business department.
Industry, policy, and education are all launching three initiatives. Institutions recommend focusing on the symbol of the HarmonyOS industry chain.
Huawei Developer Official Website announces the Hongmeng Native Application Developer Incentive Program. Zhongtai Securities pointed out that the Hongmeng native application ecosystem is maturing. In 2024, the Hongmeng large-scale commercialization is imminent, expected to drive a large number of application software vendors to adapt, migrate, and develop work, benefiting the Hongmeng industry chain symbols. The recommendation is to focus on industry chain operating system partners, application partners, and hardware integration partners.
The world's first humanoid siasun robot&automation factory has started production. Companies in the component segment are expected to benefit first.
According to media reports, Agility Robotics announced last year the construction of the world's first humanoid robot factory, RoboFab. It is reported that the factory has officially started assembling robots. National Investment Securities stated that the learning ability of robots in software algorithms is constantly strengthening, industrial application scenarios are constantly breaking through, and humanoid robots are expected to enter the mass production stage quickly.
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.