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.

Guosheng SecuritiesMar 24 11:06

Accelerate the comprehensive sale process of ODM Business, Wingtech Technology aims to focus on the Semiconductors field | Quick reading announcement.

① Wingtech Technology plans to transfer 100% equity of Kunming Wenxun and 5 other companies to Luxshare Precision Industry, as well as the business asset packages of Wuxi Wingtech and 3 other companies; ② This Trade is expected to constitute a significant asset restructuring, with the symbol assets including A client business and non-A client business; ③ Through this Trade, the company plans to strategically exit the product integration business and focus its resources on the development of Semiconductors.

cls.cnMar 20 23:24

A large number of consultations! The benefits of childcare subsidies continue to be released, and Assisted Reproduction companies are looking forward to a "combination punch."

① Recently, policies favorable for child-rearing have emerged from both central and local governments, with some regions even offering substantial monetary incentives to encourage childbirth. ② Industry experts pointed out to reporters at Caijing that the introduction of child-rearing subsidy policies can, to some extent, reduce the burden and concerns for young couples regarding childbirth. ③ Insiders from Assisted Reproduction companies have expressed that measures such as promoting cultural awareness of male responsibility in child-rearing are also highly anticipated in the industry.

cls.cnMar 17 13:44

The display chip industry is approaching a cyclical turning point, and the anticipated synergy from leading consolidation is promising.

① The display chip Industry is experiencing a recovery this year. Recently, Xinxiang Micro announced its acquisition of Aixiasheng, which is expected to be a key signal for the industry to reach a turning point; ② Both companies focus on the display chip field, and the integration effect after the company restructuring is significant; ③ Peking Electronic Control is an important Shareholder of Xinxiang Micro, and in its "chip-screen" ecosystem, the synergistic effects between Xinxiang Micro and related parties such as Yandong Micro and JD.com will also be stimulated, becoming an important driving force for the industry's recovery.

cls.cnMar 17 08:38

The "hot battles" of humanoid robots have begun: with an intensive release of new products, has the year of mass production really arrived?

① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.

cls.cnMar 12 13:49

Express News | DeepSeek-R2 will be released on March 17, and there has been no official response yet.

BreakingsMar 11 15:22