The current market situation is like an unreasonable girlfriend—skyrocketing. All you can do is hold on tight and trust that many of you have experienced this recently!With Cambrian reaching 1391 yuan, shaking the position of Moutai seems just around the corner, and the title of “King of Cold” is well-deserved. Zhongke Shuguang follows closely, setting … Read more
Insights DeepSeek Releases V3.1 Model, Optimized for Domestic Chips, Catalyzing Industry Turning Point.DeepSeek mentioned in its official announcement of the DeepSeek-V3.1 that it utilizes UE8M0 FP8 Scale parameter precision. DeepSeek stated that UE8M0 FP8 is designed for the upcoming next-generation domestic chips. Additionally, V3.1 has made significant adjustments to the tokenizer and chat template, showing … Read more
On August 25, Eastern Time, NVIDIA officially launched the next-generation computing platform Jetson Thor, designed specifically for physical AI and robotics developers. Image Source: NVIDIA Official Website Previously, NVIDIA founder Jensen Huang referred to this computing platform as “the ultimate supercomputer driving the era of physical AI and general robotics.” According to publicly available information, … Read more
This summary is sourced from the internet. If the organization believes it is inappropriate to disseminate, please leave a message in the backend of the 【Wenbagu Research Summary】 public account to delete the summary! We apologize for any inconvenience caused! NVIDIA Jetson Thor will be launched tomorrow, with a focus on the direction of robotic … Read more
According to a report by Electronic Enthusiasts Network (Author: Huang Jingjing)Analyst Ben Reitzes from Wall Street research firm Melius Research predicts that Nvidia’s market value could reach $9 trillion by 2030. In July of this year, Nvidia’s valuation reached $4 trillion, based on this calculation the company’s market value will more than double in the … Read more
1. Computing Power Chips and AI Hardware Industry Chain: Domestic Substitution and NVIDIA Ecosystem in Parallel Policy Background: The Ministry of Industry and Information Technology has clearly stated the need to guide the construction of computing power facilities and break through key technologies such as GPU chips. It is expected that by 2025, the scale … Read more
Against the backdrop of the explosive demand for AI computing power and high-end hardware, the global PCB (Printed Circuit Board) industry is undergoing technological restructuring and capacity upgrades. International investment banks such as Goldman Sachs, Morgan Stanley, JPMorgan, UBS, and Barclays have collectively targeted four small-cap PCB companies in China, sparking significant market attention towards … Read more
1. Analysis of the Switching Factors Driving the PCB Industry Cycle2. Impact of Computing Power Servers on the Quantity and Price of PCB Drill Needles3. Analysis of the Competitive Moat in the PCB Drill Needle Industry4. Comparison of Operational Performance of Major Global Enterprises5. Marginal Changes of Major Enterprises and Stock Price OutlookFull Text1. Analysis … Read more
In the market, no detail is too small; the subtle reveals the profound! With a fierce heart, one can delicately smell the roses! Written by Decoding Master August 23, 2025, Saturday In 2025, the global semiconductor industry is experiencing undercurrents, and Chinese chip companies are rapidly seizing the strategic heights of storage, MCU, and automotive … Read more
Introduction: This article is a personal investment summary, intended for investment communication reference only. It does not constitute any investment advice and should not be used as a basis for trading. Please bear the operational risks yourself and proceed with caution when entering the market (It is recommended to read“Private Equity Champion’s Narrative” to understand … Read more