Google predicts that quantum computing will reshape the future within five years, and the Industry is expected to迎来 a period of Gold development.
① Julian Kelly, head of Google's Quantum AI Hardware department, recently stated that in about five years, quantum computers will experience a real breakthrough, including conducting cutting-edge physics research and generating new types of data. ② Huaan analysis pointed out that quantum information technology is expected to become an important core technology for China to "overtake on a bend" and gain discourse power in the Industry Chain within the Global technology industry.
Trump issued a "25% tax death order" on imported Autos: effective from April 2!
Trump announced the "permanent" imposition of a 25% tariff on imports of non-USA manufactured Autos, effective April 2, vowing to "take back the wealth that has been stolen." Japanese, German, and South Korean car companies may suffer significant blows, and American Consumers are likely to face a surge in car prices.
Global Autos trade is facing a dark moment as Trump announces the imposition of the highest 25% tariffs on imported Autos.
① The President of the USA, Trump, announced that a maximum tariff of 25% will be imposed on all cars not manufactured in the USA; ② The tariffs will take effect on April 2 and will start to be collected the next day; ③ Most Auto Manufacturers' stock prices fell in after-hours trading, with Ford Motor down over 4% and General Motors down over 5%; ④ Canada and the EU have both responded.
"Black Myth: Wukong" investors have settled! Shanghai's construction of a "Global Esports Capital" has made further progress.
① The headquarters project of Hero Game R&D has been announced to be established in Huangpu District, Shanghai, with an expected investment of approximately 1.435 billion yuan. The company is one of the investors in last year's globally popular game 'Black Myth: Wukong'. ② Currently, Shanghai is home to multiple game companies such as Mihayou, Mutong, Eagle Horn, Paper Games, and Yoozoo Interactive.
The signal for price increase in cloud-based services has appeared, signaling the start of an upward cycle in computing power.
With the gradual release of deep thinking models such as Deepseek R1 and openAI o1/o3, the demand for high-performance computing on the inference side is rapidly being unleashed, leading to a rapid expansion of Capex by major companies like Alibaba and Tencent, with a quarterly capital expenditure increase of over 250% in Q4 2024, marking the formal entry of the cloud upstream into a new upward cycle.
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