Cui Dongshu: The "old-for-new" policy is gradually effective, and the performance of the new energy vehicle market in July exceeds expectations.
Cui Dongshu said that recently, the country's "scrapping old cars for new" passenger vehicle renewal policy has gradually taken effect, and corresponding policy measures have been introduced and followed up in various places. The effect of releasing consumption potential under the policy promotion is very good. Therefore, in July, the performance of electric vehicles was better than that of passenger vehicle manufacturers' predicted teams.
Top 20 trading volume stocks in the US on August 8th: Google AI acquires two major smartphone manufacturers.
On Thursday, Nvidia, ranked No.1 in stock trading volume, rose by 6.13%, with a turnover of $39.581 billion. Jibang Consulting's latest report points out that Nvidia is currently the largest buyer in the HBM (High Bandwidth Memory) market, and it is expected that its procurement share in the HBM market will exceed 70% after the launch of products such as Blackwell Ultra and B200A in 2025. It is expected that Blackwell Ultra, which Nvidia is planning to launch in 2025, will use eight HBM3e12hi chips, and there is also a possibility of GB200 upgrade, in addition to the planning of B200A. Therefore, it is estimated that in 202...
Quick Apps announces progress in its ecosystem: device coverage reaching 1.5 billion, incorporating AI technology into the second phase of smart services.
At the 2024 Quick App Developer Conference today, the chairman of the Quick App Ecology Branch members, including OPPO, Xiaomi, Vivo, Huawei, Meizu, Nubia, Lenovo, and Honor, jointly launched the "Quick App Joins Hands with AI to Open a New Era of Smart Services" ceremony, marking the official entry of Quick App into the 2.0 era of smart services. By integrating AI technology, Quick App 2.0 will provide users with more intelligent, convenient, and personalized innovative experiences. At the same time, for developers, it will achieve more accurate service distribution, simpler path conversion, and higher multi-end adaptation.
[Brokerage Focus] CMB International is optimistic about the technology industry and expects the sector to have good allocation opportunities at present.
King's Financial News | CMB International expresses an optimistic attitude towards the technology sector. Recently, the global technology sector has seen a correction, mainly due to concerns about the global economic slowdown, impact of the appreciation of the yen, mixed performance of overseas technology leaders, and the postponement of GB200 new products. On the fundamental side, the consumer terminal is steadily recovering, AI computing power demand continues to increase, some industrial demand has reached its bottom, and demand for autos is weak. Looking ahead, the bank believes that the technology sector currently has good allocation opportunities and continues to be bullish on high-growth AI computing power demand and innovative growth in the end-side AI, recovery of mobile/PC demand, and continuous improvement of industry chain performance.
Capital trend statistics for the Shenzhen-Hong Kong Stock Connect (T+2) on August 8th.
Capital trend of Smart Hong Kong Stock Connect | August 8th
Xiaomi Expected to Post Solid 2Q Earnings -- Market Talk
