1️⃣ AI Related Information Today, the overseas computing power sector experienced a significant decline, with the CPO index dropping by 3.37%, the PCB index by 5.72%, the communication index by 4%, and electronics by 2.3%. Our analysis is as follows: 1. One possible reason: the market is reacting to the electricity shortage in North America, … Read more
The chips are the most attractive assets in this year’s A-shares.Supported by domestic alternatives and the explosive growth of AI computing power, along with expectations for the implementation of AIoT.Looking at the entire industry in the long term, the potential is undoubtedly vast.However, we must also recognize that this year’s significant price increase is largely … Read more
3D printing has dropped from hundreds of thousands to just hundreds! Shenzhen monopolizes 95% of the global market share. Linlin, a 90s investor who never expected to make money at night markets after losing her job, found that the 3D printer she bought for research purposes turned out to be more profitable than her previous … Read more
From LCD to OLED, and from televisions to automobiles, the Chinese display industry is entering a new pattern of “giant leadership + specialized innovation.” As BOE and TCL Huaxing dominate the global LCD field, new forces like Visionox and Tianma are rapidly rising in the high-end and automotive markets. Image source: China Business Industry Research … Read more
Reporter: Jia Li In the context of profound changes in the global toy market, China’s toy industry is riding a strong wave of “going global” empowered by artificial intelligence (AI) technology and innovations in traditional culture. According to reports from the Securities Daily, export orders for new types of toys, represented by AI toys and … Read more
As anticipated on Friday, hardware stocks experienced a concentrated sell-off, and subsequent sectors began to dull in response to positive news, making it difficult to stimulate further unexpected messages. Core stocks saw a significant decline, and by the end of the year, a resistance-style adjustment is expected, with a downward trend prevailing, making it suitable … Read more
Source: e Company Official WeChat With the concentrated release of third-quarter reports, the intensity of institutional research significantly increased last week (October 27-31). As of October 31, 18:00, a total of 418 listed companies disclosed records of institutional investor research. Among them, 35 companies received visits from over a hundred institutions, with Zhaoyi Innovation, Jinpan … Read more
In the recent turbulent market environment, Guanghua Technology (stock code: 002741) has successfully attracted widespread attention from investors due to its impressive performance and deep alignment with multiple market hotspots, resulting in active stock price performance. The underlying logic of this speculation is not driven by a single event, but rather constructed by a solid … Read more
🌍【November 2, 2025｜Meco Financial Notes】 From semiconductor supply to the continuous rally on Wall Street, market confidence and bubbles are resonating in sync. In the past week, the global market has presented a contradictory picture—relaxation in the chip supply chain and the U.S. stock market rising for six consecutive days. Behind this apparent prosperity lies … Read more
1. National Strategic Expectations Compared to New Energy Vehicles The four major expectations of the national strategy: The country has listed humanoid robots as a new track, with four strategic expectations. First, to promote technological innovation and breakthroughs. Humanoid robots integrate advanced technologies such as artificial intelligence, requiring breakthroughs in key technologies such as the … Read more