Policy support and commercial breakthroughs empower each other; Institutions indicate that this Sector is on the brink of explosion.

According to reports, the second Global Low Altitude Economy Forum Spring Meeting will be held in Peking from April 26 to 27, focusing on discussions around topics such as "the standard for low-altitude traffic networking" and "trends in low-altitude economic development." Southwest Securities stated that policy support and commercial breakthroughs create a dual empowerment, and the Sector is on the eve of an explosion.

cls.cnApr 3 07:40

Aliyun has launched the largest scale AI talent recruitment in China, and the development speed of intelligent computing in China may exceed expectations.

① According to exclusive news from the Star Daily, Alibaba Cloud has recently recruited AI technology reserve talents at top Universities around the world, marking the largest AI campus recruitment in recent years. ② China Galaxy stated that the Global AI market continues to show a growth trend, and the development level of China's intelligent computing power is growing faster than expected.

cls.cnMar 26 07:47

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

[Market Data] The trading volume of several cross-border ETFs has significantly increased, with four leading funds collaborating to invest in Merit Interactive.

① The trading volume of multiple U.S. stock-related cross-border ETFs has significantly increased, with the S&P 500 ETF (159612) experiencing a 311% increase in trading volume compared to yesterday. ② Merit Interactive, a DeepSeek concept stock, received a total purchase of 0.569 billion from four major institutional seats.

cls.cnMar 20 17:59

Kyland Technology: An AI robot operating system will be released in the first half of the year to promote the advancement of robots towards collective intelligence | Quick announcement.

① Kyland Technology will release an AI robot operating system for embodied robots in the first half of the year; providing a "large and small brain integration" solution; ② This system can reduce the cost of the current embodied robot electronic architecture by about 50% and reduce power consumption by over 60%; ③ In terms of computing power, it offers a distributed collaboration solution to help robots transition from individual intelligence to collective intelligence development.

cls.cnMar 17 08:18

New themes are gradually emerging as market styles shift between high and low, but the strength of the Technology mainline's recovery remains crucial.

Yesterday, the market continued to adjust, and all three major Indexes fell, returning to a consolidation structure in the short term.

cls.cnMar 14 09:25