With the launch of AI products and the superposition switching cycle, the consumer electronics industry is expected to reach an inflection point in the cycle

① Recently, Huawei terminals announced that pre-sale of the Enjoy 70S phones will begin on May 28, focusing on “super battery life and large eye protection screen”. ② The introduction of terminal products such as AIPC and AI mobile phones, combined with the advent of a switching cycle, is expected to push consumer electronics terminal sales back to a growth trajectory.

cls.cnMay 28 07:50

Intelligent driving industry events are catalyzing, and institutions are optimistic about sector investment opportunities

Societe Generale Securities said it is optimistic about the progress and investment opportunities of the intelligent driving industry. Judging from the pace of investment, Tesla is the anchor of intelligent driving. FSD's subsequent progress may exceed expectations. There may be many eventful catalysts during the year, and the intelligent driving sector has sector opportunities.

cls.cnMay 22 07:46

GPT-4O brings brand-new interaction capabilities, multi-modal AI leader 20cm rises and stops this week, institutions are intensively investigating related listed companies

① When surveyed by the agency, Tom said that GPT-4o has shown comprehensive ability in terms of emotional value such as emotional perception and simulating human tone for interaction, which is highly consistent with the development direction of Tom Cat AI products focusing on the field of emotional companionship. ② Sort out the industry sectors that institutions are most concerned about this week (attached table), the list of listed companies (attached shares), and the latest research on the multi-modal AI industry.

cls.cnMay 19 21:42

The Beijing Low Altitude Economy and Industry Development Alliance was established, and the trillion-dollar low-altitude market is expected to gradually arrive

① The Beijing Fengtai District Low Altitude Economy Industry Innovation Conference was held on May 15. At the conference site, the establishment of the Beijing Low Altitude Economy and Industry Development Alliance was announced. ② Zheshang Securities pointed out that compared to the previous round of the low-altitude economy, there were major breakthroughs at various levels such as policy and industry. The industry is in the accelerated implementation stage, and the trillion dollar market is expected to gradually arrive.

cls.cnMay 16 08:01

Hanchuan Intelligence: The Q1 automotive equipment business contributed a lot to revenue this year, and there may be an increase in commercial vehicle power exchange and other fields | Direct performance

① Cai Changwei, chairman and general manager of Hanchuan Intelligence, said that the company mainly contributed a lot of revenue in the first quarter; ② Hanchuan Smart's comprehensive gross margin for the first quarter was 28.22%, up 1.04% from the previous period, and the overall gross margin is expected to remain stable this year; ③ Hanchuan Smart expects the company to increase to a certain extent in the field of electricity exchange or double charging for commercial vehicles this year, and passenger cars may maintain the status quo.

cls.cnMay 14 18:40

Strong inflow of foreign capital is another trend vane: Middle Eastern tycoons increase their presence in China, and multinational sovereign wealth funds continue to lay out A-shares

① The Abu Dhabi Investment Authority and the Kuwait Investment Authority held a large number of A-share listed companies in the first quarter; ② the Middle East Sovereign Fund also stepped up research on A-shares ③ Other overseas sovereign wealth funds are increasing their layout in the Chinese market.

cls.cnMay 12 17:17