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Alibaba's Q4 Shakeup: Many Asian Funds Exit While US-Based Funds Like UBS O'Connor, Marathon, AssetMark, Cantor Fitzgerald Double Down
The Robot Concept is experiencing explosive growth! The strongest stock has risen nearly 7 times, and these stocks have all reached new historical highs.
YuTree Technology's Wang Xingxing recently stated that by the end of this year, the entire humanoid robot in the field of AI will reach a new level.
Goldman Sachs: In the era of intelligent driving, each car in China is equipped with 5 cameras this year, and in 5 years, each car will be equipped with 10 cameras.
Goldman Sachs expects that the vehicle camera shipments in China will reach 0.126 billion by 2025 and increase to 0.343 billion by 2030. In addition to the increase in quantity, Goldman Sachs also anticipates that the trend of intelligent driving will drive upgrades in vehicle camera specifications, with cameras of 8MP (8 million pixels) and above accounting for 14% and 59% of total shipments in 2025 and 2030, respectively.
The mobile phone and Autos circles are eagerly "embracing" DeepSeek while Tesla, Xiaomi, and others remain "inactive".
① Mainstream smartphone manufacturers and over 20 Autos manufacturers have already integrated the DeepSeek large model. ② Manufacturers, including "Weixiaoli" and Xiaomi, prefer to develop their own technology, and there is a viewpoint suggesting that later on, integration with DeepSeek is not ruled out.
The "Stargate" and the "China DeepSeek craze" appear simultaneously! Morgan Stanley: The demand for the AI Chip Industry Chain is booming.
Morgan Stanley expects significant changes in the AI supply chain with the "Stargate" project and the growth of demand for high-performance computing in China. This increase in demand from China may have a profound impact on the Global AI Hardware market, driving relevant enterprises and supply chain participants to adjust strategies and allocate resources.
Who will bear the burden of Trump's tariffs? Acer: Laptop prices in the USA will increase by 10% from March.
① Trump stated that he will announce a 25% tariff on Autos on April 2, once again wielding his tariff stick; ② The USA government claims that the tariff will help revive American trade, but in fact, it will further exacerbate the burden of living for American Consumers; ③ Acer CEO Chen Junsheng stated that starting in March 2025, Acer laptops will increase in price by 10% in the USA market due to tariff impacts.