Futu Morning Post | South Korea's president announced 'emergency martial law' late at night, stirring up the market; high-performance stocks collectively celebrate after hours! Marvell Technology, salesforce surged more than 10%.
Will the interest rate be cut in December? The Fed's voting members this year are "doing Tai Chi": regardless of cutting or not, interest rates should continue to decline; Nasdaq and S&P hit new highs again! Apple has risen for seven consecutive days to create a new historical high; Palantir rose nearly 7% to create a new historical high again, with the company's cloud computing service receiving a "highly authorized" certification.
The four associations recommend cautious procurement of usa chips, while domestic chips face a catalytic opportunity.
On the evening of December 3, the China Internet Association, China Semiconductor Industry Association, China Automotive Industry Association, and China Communication Enterprise Association successively issued statements recommending cautious procurement of usa chips. East China Securities stated that the current domestic production rate of automotive chips in china is only about 10%, indicating significant growth potential.
Breaking news! Four major industry associations collectively state: exercise caution when purchasing usa chips.
① The china semiconductors industry association, china automotive industry association, china internet plus-related association, and china communication enterprises association have all issued statements urging domestic companies to carefully select and procure usa chips. ② The new round of export restrictions from the usa involves over 140 chinese enterprises, affecting semiconductors manufacturing equipment, electronic design automation tools, etc., undermining the principles of fair competition in the global semiconductors industry.
Zhuhai Guanyu: The solid state battery is still in the laboratory sample stage and is interfacing with customers in the crewed spacecraft field | Directly covering the earnings conference.
① Currently, the company's solid state battery samples have demonstrated good safety performance and cycle life. The company is participating in Guangdong Provincial Department of Science and Technology's provincial key R&D program: the research and industrial application of quasi-solid-state power lithium batteries. ② In the field of manned spacecraft, the company is also actively exploring and laying out, currently actively engaging with customers.
Concept dynamic | The financial news agency's theme library has added "AI Programming".
①The combination of AI and low code is fundamentally changing the software development process. A recent survey released by Github shows that 97% of the developers surveyed have already used AI programming tools in their work. According to the latest forecast by Spherical Insights, the market size of AI coding tools may exceed 29.5 billion dollars by 2032. ②An overview of AI programming concepts stocks.
Autel intelligent technology corp.,ltd.: The overseas market is the block orders for digital energy business, and the siasun robot&automation business may soon be realized | Direct hit on the earnings conference.
From the second to third quarter of 2024, the company's digital energy business has made significant progress in self-operated e-commerce and major client expansion in the usa market, with a relatively stable gross margin. The subsidiary focuses on intelligent inspection and smart security applications, with generative AI "brain" (Digital AI) at its core, utilizing drones, anti-drone systems, and various ground siasun robot&automation (Physical AI) as executors.