CES Hotspot Preview: Major companies like NVIDIA, AMD, Intel, and others release new products, with the market continuing to focus on AI, chips, and AR/VR.

① The CES exhibition will begin next week, and cutting-edge technologies such as AI, chips, and AR/VR will receive a lot of attention; ② Major companies such as NVIDIA, AMD, and Intel will hold a series of press conferences early next week; ③ Over a thousand Chinese companies will participate, accounting for more than 30% of the total exhibitors.

cls.cn10:00

Express News | Renmin University of China's latest report: In the next ten years, the demand for purple-collar talent will exceed 31 million people.

BreakingsJan 3 21:37

"A horse that never dies" has been born in the Technology circle!

Recently, the overseas professional technology media Laptopmag reviewed laptops for 2024. Among them, battery life became a key focus, leading to the emergence of the "new deity." Laptopmag stated that most Copilot+PCs lasted 13 hours or longer in their battery life tests. For example, the Dell XPS 13 lasted an impressive 19 hours! However, even more impressive is that the Qualcomm version of the Lenovo ThinkPad T14s Gen 6 has broken Laptopmag's battery life record.

Gelonghui FinanceJan 3 16:56

Xiaomi (01810.HK) rose by over 6%, reaching a historical high. The mainland will implement new subsidies for the purchase of mobile phones and other digital products.

Xiaomi Group - W (01810.HK) opened up 1.32% today, reaching a maximum of 36.25 yuan, setting a new historical high. Currently reported at 36.05 yuan, up 6.03%, with a trading volume of 0.174 billion shares, involving 6.16 billion yuan. Other mobile-related stocks also performed well, with BYD Electronics (00285.HK) opening down 0.12% today, hitting a low of 39.6 yuan. Currently reported at 41.85 yuan, up 4.49%, with a trading volume of 7.352 million shares, involving 0.305 billion yuan. AAC TECH (02018.HK) opened up 0.14% today, reaching a maximum of 38.15 yuan. Currently reported at 38 yuan, up 4.8.

AASTOCKSJan 3 11:04

The National Development and Reform Commission: The "Two New" policies will strengthen and expand efforts to implement new purchase subsidies for mobile phones and other digital products.

A responsible person from the National Development and Reform Commission stated at a press conference that by 2025, the implementation of the "two new" policies will gain more strength and expand in scope, offering greater support for "two heavy" projects. The range of equipment renewal support will be expanded to fields such as electronic information, safety production, and Agricultural Machinery. Among these, subsidies will be implemented for purchasing new digital products like mobile phones, providing personal Consumers with subsidies for purchasing three categories of digital products: mobile phones, tablets, and smartwatches. Additionally, standards will be further raised for subsidies on new energy urban buses, Battery replacements, and Agricultural Machinery scrapping and updating. There will be an increased effort to support the renewal of household consumer goods. Deputy Director of the National Development and Reform Commission, Zhao Chenxin, stated that in 2024.

AASTOCKSJan 3 10:35

【Brokerage Focus】Goldman Sachs raised the Target Price for LENOVO GROUP (00992) by 4.6% and expects the group's revenue to grow by 18% year-on-year in 2025.

Jingu Finance News | Goldman Sachs released a report indicating that it expects LENOVO GROUP (00992) to achieve an 18% year-on-year revenue growth by 2025, with a gross margin of 16.6%, which is sustainable and significantly benefited by AI PCs, AI Servers, and supportive product cycles. The group's net profit margin is expected to gradually recover to 2.7-2.8% in the 2027-2028 fiscal year, similar to the levels of the 2022-2023 fiscal year. Goldman Sachs has lowered its net profit forecast for the company for the fiscal years 2025-2027 by 16%/13%/6%, and has introduced forecasts for the fiscal year 2028. LENOVO's current market price is equivalent to 10 in 2025.

Jinwu Financial NewsJan 2 11:29 · Ratings