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Urgent notice from the China Semiconductors Industry Association! How will the tariff storm reshape the industry landscape?
① According to regulations, the origin of "Integrated Circuits" is determined by the principle of changing the four-digit tariff number, meaning the location of wafer fabrication is regarded as the place of origin; ② The China Semiconductor Industry Association suggests that for "Integrated Circuits," whether packaged or unpackaged, the origin for import customs declaration should be based on the location of the "wafer fabrication plant"; ③ Institutions believe that after the U.S. announced its tariff policy, China's counter-tariff measures are significant as they will accelerate the process of domestic substitution.
Zhejiang Dahua Technology: Many customer inquiries about the integrated large model, the Xinghan large model 2.0 has been implemented in multiple industries | Directly hitting the Earnings Conference.
① Zhejiang Dahua Technology stated that the recently released large model application integrated machine combines Ascend acceleration capabilities with the Dahua Star model, and there are currently many customer inquiries, with specific Orders needing continuous tracking; ② The company has not yet involved in humanoid Robot-related Business; ③ The company has currently exited the USA market, and the company's materials have basically achieved localization.
Which Technology stocks have alpha potential under the "tariff storm"? A lengthy report from Morgan Stanley reveals the key words: AI, cloud platforms, and Cybersecurity.
The report specifically pointed out that AI/ML occupies the highest priority in the IT budget, followed closely by Cybersecurity Software, while Microsoft and Amazon continue to lead the wave of cloud migration.
Huijin takes action to stabilize! The A-shares' "deep squat" may welcome a recovery window.
Track the entire lifecycle of the main Sector.
Jiangsu Hengrui Pharmaceuticals sold innovative molecules to Merck Germany, successfully completing two external licenses in half a month.
① Jiangsu Hengrui Pharmaceuticals accelerates its international expansion, achieving two external licensing agreements for Innovative Drugs within half a month; ② In response to tariffs, Jiangsu Hengrui Pharmaceuticals stated that it will continue to closely monitor changes in the international environment and respond flexibly to the complex and changing external conditions, ensuring the company's long-term stability.
Brokerage morning meeting highlights: The USA has increased tariffs on China, but the impact on these industries in the A-shares may be limited.
In today's brokerage morning meeting, GF SEC believes that the USA's tariffs on China have a limited impact on the A-share Computer Industry; China Securities Co.,Ltd. suggested being Bullish on the Innovative Drugs industry that is currently not affected by tariffs; Galaxy Securities stated that Deep Sea Technology has entered a new stage in Global Strategy, focusing on opportunities in core equipment.