HuaWei Concept stocks stand out! An overview of the list of popular stocks with the most institutional research visits in February.

① The HuaWei Concept stocks have seen a maximum cumulative increase of 180% this year, in addition, Zhejiang Changsheng Sliding Bearings and Merit Interactive have experienced a cumulative maximum increase of over three times this year; ② An overview of the top ten stocks in terms of the number of institutional research visits and the volume of institutional visits from February 5 to February 28 (attached table) and the latest institutional research situation of hot stocks in the past month.

cls.cnMar 1 16:40

The stock price of Ping Tou Ge's partners reached a nearly four-year high during trading, and Institutions expect that the number of RISC-V chips will reach 25 billion by 2027. Here is a list of companies laying out in this field.

① Beijing Watertek Information Technology's stock price hit a four-year high during intraday trading on February 28, following a strategic cooperation agreement reached by its subsidiary with Pingtouge; ② By 2027, the number of chips containing at least some RISC-V technology is expected to grow at an annual rate of 73.6%, with approximately 25 billion AI Chips to be produced, generating revenue of 291 billion dollars.

cls.cnMar 1 16:30

Xiaomi and Huawei have entered the running fray; where is the "battle of a hundred mirrors" headed?

① There is ongoing speculation in the market about major companies entering the AI glasses segment, making AI glasses a hot field; ② Analysis suggests that with AI support, the shipment volume of AR glasses is expected to exceed 30 million by 2030; ③ Multiple interviews with reporters have revealed that there are challenges to be solved in both software and Hardware aspects of AI + AR glasses.

cls.cnFeb 28 22:20

"Cyber Traditional Chinese Medicine" has become popular! The Server crashed, Orders surged, yet there are still technical and policy issues to be resolved.

① The founder of an AI Traditional Chinese Medicine (TCM) app stated that with the popularity of DeepSeek, the interest in AI TCM has increased, leading to a rapid growth in the number of users after the New Year, causing the Server to crash multiple times. Additionally, industry insiders indicated that the Industry will enter a phase of explosion. ② Several AI TCM brain system service providers expressed their active connection to DeepSeek, and new players have begun to enter the market, leading to market iteration and reshuffling.

cls.cnFeb 28 12:01

In 2024, over 140 new low-altitude logistics routes will be opened in our country, and the low-altitude economy is expected to accelerate its implementation.

① According to the Statistics from the Aviation Logistics branch of the China Federation of Logistics and Purchasing, more than 140 new low-altitude logistics routes will be opened in China in 2024. ② Wu Li from Tianfeng Securities pointed out that, according to predictions from the Civil Aviation Administration of China, the market size of the low-altitude economy in China is expected to reach 1.5 trillion yuan by 2025, and 3.5 trillion yuan by 2035.

cls.cnFeb 28 08:05

Cloud Business revenue proportion is higher than Alibaba! AI Infrastructure must not forget the three major Operators, Goldman Sachs raised the Target Price across the board.

Goldman Sachs believes that the three major telecommunications operators not only directly participate in Cloud Computing business but also indirectly Share in the AI feast by providing infrastructure services to other cloud companies. In addition to the cost advantages of broadband, compared to Alibaba, China Telecom and China United Network Communications have a higher proportion of Cloud business income among the three operators; the background of state-owned enterprises makes it more Bullish for government institutions and state-owned enterprises to deploy AI/Deepseek.

wallstreetcnFeb 26 15:05 · Ratings