Weekend Reading | DeepSeek sparks a computing power revolution, NVIDIA faces increasing challenges, and ASIC chips quietly rise.
DeepSeek has driven a surge in inference demand, and NVIDIA's "computing power hegemony" has been pierced open, gradually opening the door to a new world—led by ASIC chips, the computing power revolution is moving from silence to noise.
Weekend Reading | Lidar in Recent Years: Facing Doubts While Experiencing Explosive Orders.
In the fiercely competitive smart driving Industry, losing money, going bankrupt, and being acquired are the current routines of supply chain companies. Hesai's profitable Earnings Reports and performance growth forecasts have injected some rare brightness into an industry overshadowed by frustration.
Decrease in revenue but increase in profits! Contemporary Amperex Technology will generate over 50 billion in 2024|Interpretations
① In 2024, Contemporary Amperex Technology's performance will see a decrease in revenue but an increase in profit, with a Net income reaching 50.7 billion yuan; ② The Battery Business remains the largest source of revenue for Contemporary Amperex Technology; ③ The inventory impairment reserve of Contemporary Amperex Technology has significantly increased compared to the previous year.
The "King Ning" is heading towards a new battlefield.
Reconstruct the Global Industry Chain.
New themes are gradually emerging as market styles shift between high and low, but the strength of the Technology mainline's recovery remains crucial.
Yesterday, the market continued to adjust, and all three major Indexes fell, returning to a consolidation structure in the short term.
This year, "Dong Mingzhu Health Home" plans to open 3,000 stores, with a firsthand investigation of the first store in Peking!
On March 13th, the first "Dong Mingzhu Healthy Home" opened in Tongzhou District, Peking; Gree Electric Appliances, Inc. of Zhuhai Chairman and President Dong Mingzhu arrived at the scene and stated that there will be 10,000 "Dong Mingzhu Healthy Homes" opened across the country in the future; When asked if the "Dong Mingzhu Healthy Home" would weaken the "Gree" brand itself, Gree Electric Appliances, Inc. of Zhuhai Marketing Director Zhu Lei clearly stated that it would not be weakened.