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.
Loongson: The first independent graphics card chip will complete code freeze at the end of the year, and will accelerate its development through mergers and acquisitions, etc. | Earnings conference
① The director of the company revealed that it is expected to enter a new round of growth in the second half of 2024 and enter a new round of expansion in 2025. ② The display performance of 9A1000 is overall on par with the RX550 graphics card, with an additional 32TOPS AI computing power. The company strives to complete the physical design by the end of the year. ③ It is expected that within 2 to 3 years, more than 10 companies will launch SoC chip products based on the Dragon architecture.
BAIC new energy fund launches a hundred billion yuan war finance.
Start the battle to turn things around.
Dongxin Shares: Product demand and prices have entered an upward trend, and the GPU layout is progressing smoothly | Directly at the earnings conference.
①Jiang Xueming, Chairman of Dongxin Co., Ltd., stated at the earnings conference that the demand and prices of the company's products are gradually entering an upward trend, but overall prices this year have not yet recovered to the level of the same period last year; ② Jiang Xueming, in the second half of the year, the visibility of orders in the network communication sector is relatively high, and operators are actively tendering, with some expansion of product categories, which represents an incremental market for the company.
asia vets wearable device category is expanding rapidly, and the related industry chain is expected to experience explosive growth.
Huajin Securities stated that with the development of technology, the categories of wearable devices are also expanding rapidly. Wearable devices continue to evolve, and the related industry chain is expected to experience explosive growth.
[Data Analysis] Multiple bank stocks have experienced significant net outflows of block orders. Institutions have been continuously buying up wuhan p&s information technology.
①Several banks are among the top ten institutions with the largest net outflow of funds, with Agricultural Bank of China leading the way. ②Huawei Hisilicon Concept Stock Wuhan P&S Information Technology received buying orders from institutions for nearly 50 million, and the stock was bought by institutions on both Monday and Tuesday when it experienced a significant decline.
Btan : If this is true, China is playing the same card as US. This will disrupt the movements in China funds. Especially when Baba is cooperating with Nividia
considerate Kiwi_974 : Is time to short Nvidia. Some news about SMCI and Nvidia cooked their books. Think Nvidia will be called for investigation soon. No wonder Huang kept selling his shares.