Tesla's Optimus is driving a transformation in the Industry, leading humanoid robots into a new era of mass production.

From 0 to 1, humanoid robots are about to enter mass production, and the Industry Chain will embrace investment opportunities.

Zhitong Finance47minutes ago

2nm, is the winner already determined?

Taiwan Semiconductor's dominant position has raised concerns about its pricing power for the 2nm process. In the absence of viable competition, Taiwan Semiconductor has transformed from an 'effective' frontier monopolist into a true monopolist. This allows them to increase prices at will.

Observations on the Semiconductors IndustryDec 15 15:31

Arm, Qualcomm Head to Court Over Chip Design License Dispute

Seeking Alpha17:56

Is there another reason to be Bullish on ASIC? The second half of the computing power war has begun, and the era of AI reasoning may be approaching.

① Ilya Sutskever, co-founder of OpenAI, pointed out that data resources are running low, and the next generation of AI models will be true AI Agents with reasoning capabilities. ② The o1 model recently released by OpenAI has a standout performance characteristic of "capable of reasoning and thinking." ③ The demand for reasoning calculations can even reach 4.5 times that of training calculations, and customized ASIC chips are expected to rise.

cls.cn14:52

What is Biden planning to do in the last few weeks of his term? The focus will be on AI, pardons, and climate goals...

① Biden plans to take action on AI, pardons, and other areas in the final weeks of his term; ② White House Communications Director Ben LaBolt revealed in a memo that Biden will focus on four major areas: AI, providing financial incentives, climate goals, and reducing sentences and pardons.

cls.cn10:27

Institutions: A "new approach" to evaluating the valuation of the US stock market.

Source: CICC Insights Authors: Liu Gang, Wang Zilin Last week, the Nasdaq Index first broke through the 0.02 million point barrier. Although concerns about high valuations and potential economic stagnation following Trump's inauguration remain, the U.S. stock market has continued to rally after the Fed's interest rate cut in September and especially after the November elections, with the three major indices repeatedly reaching new highs. Despite these concerns not reversing the upward trend of U.S. stocks, they have indeed increased alongside the market reaching new heights. So, at the current position, how high is the valuation of U.S. stocks? How high of a valuation level can the current growth and liquidity environment support? How should the valuation issue of U.S. stocks be viewed? In this regard, we take a longitudinal perspective.

CICC Insight.08:18