The UAE may purchase over one million advanced NVIDIA chips, continuing the prosperity of the Industry Chain for computing power.
According to informed sources, the Trump administration is considering an agreement that would allow the UAE to import more than 1 million advanced NVIDIA chips. HTSC points out that looking ahead to the second quarter of 2025, increased investment in Global AI computing power is expected to drive continued high growth in the Communications Sector, suggesting attention to the direction of Diffusion of prosperity.
After the "Eight Regulations", industrial mergers and acquisitions are now occurring! Both Shanghai Bright Power Semiconductor Co., Ltd. and Changying Tong have obtained shareholder meeting approval for the purchase of Assets.
① The number of Cash purchases of Assets or issuance of shares for Trade launched after the release of the 'Eight Guidelines for the Star' exceeds the total from 2019 to 2023; ② Zhi Yuanpei stated that the financial condition and profitability of listed companies are key factors in determining the success of mergers and acquisitions.
Is the A+H share market a wealth code? The rise rate in the past 5 days reached as high as 77%, with Shandong Molong Petroleum Machinery soaring over 80%.
The recent rise of Hong Kong stocks A+Listed in Hong Kong is the result of valuation repair, policy support, and capital inflow resonance. Institutions generally believe that Hong Kong stocks still have investment value, but it is necessary to select symbols carefully and pay attention to profit certainty. Investors can reference the trends of Southbound capital and changes in AH premiums, adjusting the strategy dynamically according to their own risk preferences.
Domestic Semiconductors equipment manufacturers discuss how to break through in the Industry: The prosperity of end terminals like AI is being transmitted to the equipment sector, and tariff policies do not change the opportunities for growth overseas.
① Many semiconductor equipment manufacturers have stated that their product demand in this year's market is driven by growth in AI, 5G, Internet of Things, New energy Fund vehicles, and other emerging applications, leading to a continued rebound in the overall industry situation; ② Despite the intense changes in international trade policies, domestic semiconductor equipment manufacturers remain bullish on growth opportunities in overseas markets, and strengthen cooperation with domestic and foreign peers, customers, suppliers, etc. to jointly mitigate risks.
Shenyu Communication Technology Inc.: Revenue slightly decreased in the first quarter, but core profitability significantly improved, with the Global Strategy in the Asia Vets field accelerating.
Interpretation of Shenyu Communication Technology Inc.'s first-quarter report: High-quality business growth and improvement in operational efficiency, strategic advancement of new product lines in the Asia Vets field. Core points: Revenue decreased but quality improved: In the first quarter, revenue reached 0.174 billion yuan, a year-on-year decrease of 6.21%, mainly due to a decrease of 39.5073 million yuan in the low-margin Gold wire drawing business; adjusted Net income was 12.9945 million yuan, a year-on-year increase of 74.04%, indicating a significant improvement in the profitability of core business. Strong cash flow from operations: Net cash flow from operating activities reached 80.1448 million yuan, a year-on-year increase of 64.95%, with good payment collection status.
Humanoid robot competition: a "technical coming-of-age ceremony" where "flops" and "evolution" occur simultaneously.
① The champion team from Tian Gong, CTO Tang Jian of the Peking Humanoid Robot Innovation Center, told the Star Daily reporter, "The half marathon competition is mainly a limit test for the robot's Hardware and Software motion algorithm, or the stability and reliability of the robot's 'little brain'." ② The Wuxi embodied intelligence sports event opening tomorrow, along with the upcoming robot combat competition held by Yushu, will undoubtedly attract more attention for 'inspection.'