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.

cls.cnOct 18 01:13 ET

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.

cls.cnOct 17 19:46 ET

Apple's shipment volume reached a historical high for the same period, and the consumer electronics market continues to be promising.

① According to the Canalys Research Report, in the third quarter of 2024, global smartphone shipments increased 5% year-on-year, achieving growth for four consecutive quarters. With a market share of 18%, Apple is in second place. ② According to the Huaan Securities Research Report, all new iPhone products already have hardware capabilities to support Apple Intelligence, and it is expected that implementation will begin one after another.

cls.cnOct 14 20:14 ET

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.

cls.cnOct 13 19:59 ET

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.

cls.cnOct 8 20:22 ET

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.

cls.cnOct 5 21:01 ET