The short-term differentiation of the DeepSeek Concept may continue, focusing on the rotation opportunities between high and low in AI.

Track the entire lifecycle of the main Sector.

cls.cnFeb 18 09:21

Overseas giants continue to increase investment, and Institutions expect that by 2025, the penetration of AI smartphones will further accelerate.

According to reports, Samsung continues to intensify its investment in AI smartphones, and recently the Chinese version of the Galaxy S25 series was officially released, including the S25, S25+, and S25 Ultra models. According to Canalys data, the penetration rate of AI smartphones may reach 17% in 2024, and it is expected that the penetration of AI smartphones will further accelerate in 2025.

cls.cnFeb 13 07:58

DeepSeek has sparked a wave of local deployment of large models, with AIPC expected to be the first to break out.

① With the rise in popularity of DeepSeek, there has been a surge in local deployment of large models and edge-side AI. Several AIPC-related companies have officially announced their integration with DeepSeek. ② GTJA's latest report indicates that compared to Other terminals, PCs possess productivity tool attributes, and users are more focused on performance experience, making them the preferred terminals for larger-scale local models.

cls.cnFeb 11 08:00

What makes a BYD press conference worth 80 billion?

BYD will hold a Global Strategy launch conference on February 10 to introduce the "Eye of the God" advanced Asia Vets driving system. Exciting the market is the media claim that BYD plans to make the "Eye of the God" available for vehicles priced at 0.1 million yuan. This will not only drive the growth of BYD's own sales but will also disrupt the entire Industry Chain of smart driving.

wallstreetcnFeb 6 20:48

The losses in the main business of FPC have narrowed, and the AI business has contributed to performance. Xiamen Hongxin Electronics Technology Group Inc. is expected to turn a profit in 2024 | Interpretations.

① After three consecutive years of performance losses, Xiamen Hongxin Electronics Technology Group Inc. expects a Net income of 45 million yuan to -67.5 million yuan in 2024, turning losses into profits; ② Regarding the reasons for the performance changes, the company's securities department staff stated, "The losses in the FPC segment have significantly narrowed, and the AI Business has brought in new growth."

cls.cnJan 23 22:45

In the past month, these listed companies have been "stepped over the threshold"! A list of stocks with high reception volume from Institutions visiting as part of the Xiaohongshu Concept group research.

① A list of listed companies that have received over 100 institutional visits in the past month is compiled (attached table). Wingtech Technology, Zhejiang Crystal-optech, and Huagong Tech are ranked in the top three; ② Xiaohongshu Concept stocks such as Yidian Tianxia, and CPO Concept stocks like Huagong Tech, Guanghe Technology, and Zhongji Innolight are all "on the list."

cls.cnJan 18 15:54