Google predicts that quantum computing will reshape the future within five years, and the Industry is expected to迎来 a period of Gold development.

① Julian Kelly, head of Google's Quantum AI Hardware department, recently stated that in about five years, quantum computers will experience a real breakthrough, including conducting cutting-edge physics research and generating new types of data. ② Huaan analysis pointed out that quantum information technology is expected to become an important core technology for China to "overtake on a bend" and gain discourse power in the Industry Chain within the Global technology industry.

cls.cnMar 26 19:44 ET

The "hot battle" of humanoid robots has begun: frequent release of new products. Is the year of mass production really here? | Industry observation

① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.

cls.cnMar 12 00:30 ET

Well-known manufacturers are raising prices. Institutions are Bullish on the recovery of the storage Industry cycle.

① Recently, SanDisk, a globally renowned Memory Chip manufacturer, sent a price increase notice to its customers, stating that it will raise prices for its products starting April 1, with an overall increase of more than 10%. ② A Research Report from CITIC SEC pointed out that as the impact of original manufacturers' production control becomes evident and industry inventory gradually gets digested, the demand driven by AI is expected to increase, and mainstream NAND Flash prices are likely to rise in the second quarter of 2025.

cls.cnMar 10 19:56 ET

The market is still in a short-term retreat phase; after the peak of Solid State Battery, disagreements may intensify.

Track the entire lifecycle of the main Sector.

cls.cnMar 3 20:26 ET

The first annual report on computing power chips of the year has been released! Haiguang Information's 2024 revenue is expected to increase by over 50%, significantly increasing inventory four times to ensure supply.

① Haiguang Information released its 2024 financial report, with revenue of 9.152 billion yuan, a 52.40% increase compared to the same period last year, and a year-on-year increase of 52.87% in Net income attributable to the parent company; ② Haiguang Information stated that the industrial ecosystem of its high-end processor products is continually expanding, with increased applications in various Industries and the emerging AI large model industry, leading to a 405.09% year-on-year increase in inventory value by the end of 2024.

cls.cnFeb 28 08:43 ET

Star Evening Report | Haiguang Information's net profit in 2024 increased by over 52% year-on-year, and the Fund has reduced its Shareholding in Tailin Micro by 1%.

Today's Star evening news mainly includes: Peking releases an action plan to promote the landing of 10,000 units of embodiment Siasun Robot&Automation; National Silicon Industry Group: plans to purchase minority equity and other Assets, Stocks continue to be suspended for no more than 5 Trading days; Saifang Semiconductors secures Pre-B round financing.

cls.cnFeb 28 07:55 ET