Cl To eat meat _95 :
[Deppon Electronics] AI terminals rapidly penetrated, and consumer electronics started a new round of growth cycle. End side AI accelerated its landing on mobile phones, PCs, XR, wearables, IoT and other terminal devices. "New species" continued to emerge, and AI terminals ushered in the first year of development. IDC expects China's AI terminal penetration rate to increase in 24 years
Cl To eat meat _95 :
Surplus supply and demand will be reversed! [Dongcai Power New] Lithium: The top level administration may bring about supply side reform, and the demand side may go to sea in excess. # On May 28, the South China Morning Post reported the top level's view on new energy, pointing out that the top level believes that "excessive investment in new energy will backfire". At the same time, we believe that "enterprise oriented" must be developed internally
Cl To eat meat _95 :
[CT Dianxin] China may invest 6 billion yuan in the research and development of all solid state batteries and inject power into the industry. China Daily reported that China may invest about 6 billion yuan in the research and development of all solid state batteries, including six enterprises # Ningde Times, BYD, FAW, SAIC, Weilan New Energy and Geely, or obtain government basic research
Cl To eat meat _95 :
Blue Arrow Hongqing "Honghu 3" commented that this constellation is mainly based on frequency occupation and track keeping, and not any company can apply for ITU track position. It also shows the determination of the country to develop satellite Internet. From the perspective of our deep coverage of this company last year, Hongqing's biggest advantage is to rely on the blue behind
Cl To eat meat _95 :
In April, Zhongda Pai Motorcycles: Domestic sales significantly recovered, and exports continued to grow at a high rate [Minsheng Auto Cui Yan Team] -------- Industry: Domestic sales significantly recovered, and exports continued to grow at a high rate. The arrival of the peak season drives demand upward. In April 2024, the sales of 250cc+motorcycles reached 72000, the same as
Cl To eat meat _95 :
[Everbright New] approved speed increase, demand is expected - dynamic tracking of nuclear power equipment Since 2019, China's nuclear power generator sets will be restarted for approval, and speed increase will be approved in 2022/2023. The number of newly approved nuclear power units will reach 10 each year. In the future, China's independent third-generation nuclear power is expected to be based on 6-8 units per year
Cl To eat meat _95 :
The overall planning of outpatient services in drugstores continued to advance, the performance in the second half of the year improved month on month, the low-risk undervalued high-quality assets, and the focus was on recommending the people, Yifeng Pharmacy and other [Soochow Pharmaceutical Zhu Guoguang Team]. The overall planning policy of national outpatient services continued to advance, benefiting the chain leaders with strong layout, management and operation in many places. Since February 2023
Cl To eat meat _95 :
The demand for updating the optical module of the industrial chain is rising, and attention is paid to Q2 performance exceeding expectations [1.6T/800G] ① The scheme is promoted in parallel with Silicon Optics+EML, and attention is paid to the pace of order landing; ② The share may change compared to 800G; ③ In April, the customs data went up. Zhongji Xuchuang/Xinyisheng/Tianfu Communication, etc【
Cl To eat meat _95 :
What is the marginal change of the abolition of US 301 tariff exemption? From the perspective of category: the market focus is mainly on sweepers. This tariff exemption cancels the categories affected, including sweepers, vacuum cleaners, air fryers, electric heaters, refrigerators, etc. After the exemption is cancelled, the tax rate of related categories will mostly be recovered from 0% after June 14, 24
Cl To eat meat _95 :
[Guojin Power New] At the bottom of the photovoltaic boom, look at the leading series (II) Juhe materials: the advancing silver slurry leader, why choose photovoltaic silver slurry in the N-type era by taking advantage of the east wind: the amount of silver slurry in the N-type era rises rapidly, and the technical barriers continue to rise. 1) The cost of silver paste accounts for about 40% of the non silicon cost of the battery, which affects the efficiency of the battery
Cl To eat meat _95 :
[Shenwan Hongyuan Home Appliances] The data of the sweeper in April was updated, and the sales volume of the sweeper increased in double digits: according to the data of Ovi Cloud, the online sales volume of the sweeper in April was+29% year on year, the sales volume was+25% year on year, and the average price was+3% year on year; In terms of market share, in April, online stone/Kevos/tracking sales volume+13% year on year/-
Cl To eat meat _95 :
$Cyrus (SH601127) $If we can share the future with BYD, there will be no cars at the low-end, but there will be no cars at the high-end. Is there anything else? This statement is incorrect. It should be middle and low-end BYD middle and high-end Celis
Cl To eat meat _95 :
$NVDA $King opened a point higher, and a point higher in the session is a SMIC International
Cl To eat meat _95 :
$NVDA is twice as long as ETF (NVDL) every day. $has always been bullish on nvd, which is also the largest turnover of rice shares. At first, I didn't find more than twice. Now it is gradually transferred. Very good! NVDL continues. See soxl later
Cl To eat meat _95 :
$NVDA twice daily long ETF (NVDL) $What Nvidia? King of England! NVDL is the king of kings! [Flowers]
Cl To eat meat _95 :
$NVDA twice daily long ETF (NVDL) $What Nvidia, King of England! NVDL is the king of kings!
Cl To eat meat _95 :
[Hua'an Machinery] Liquid cooling segment update event: Huawei is about to release Shengteng 910C liquid cooling server. Technical background: At present, the mainstream liquid cooling server mainly uses cold plate liquid cooling. The liquid cooling system is divided into primary side loop and secondary side loop. The cold plate liquid cooling system mainly includes dry cooler, pump, cold plate, pipeline, and connection
