Significant policy for trading in old for new: up to 500 yuan subsidy for mobile phones and tablets, up to 2000 yuan for computers and Air Conditioners, and up to 0.02 million yuan for Electric Vehicles.
The National Development and Reform Commission stated that by 2025, the total scale of ultra-long special treasury bonds used to support the "two new" will significantly increase compared to last year, with specific amounts to be announced during this year's National People's Congress. Fu Jinling, Director of the Economic Construction Department of the Ministry of Finance, stated that recently, the central government has allocated 81 billion yuan for the 2025 consumer upgrade fund to support localities in smoothly implementing policy continuity.
Track Hyper | The Apple foldable device is tentatively scheduled to launch in the third quarter of 2026.
The screens are supplied by Samsung Display, with data guidance of 15 million to -20 million units.
Rare! Apple stocks rating has been downgraded to "Sell", with a target price of only 188 dollars.
On Tuesday in Eastern Time, Apple's rating was downgraded by MoffettNathanson from "neutral" to "Sell," with a Target Price of $188, which is about a 22% decline from the current stock price; Analyst Craig Moffett believes the market is "undervaluing" the risks associated with Apple Stocks, and the company's success in the AI sector has already been fully priced in.
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Microsoft announced the use of green hydrogen to power Datacenters. Institutions recommend paying attention to the upstream hydrogen production segment.
①Microsoft announced that it has reached an agreement with ESB, where the power control and management building of the datacenter located in Dublin will be powered by zero-emission green hydrogen energy. ②Caitong stated that the green hydrogen sector has attributes of high growth and significant potential, and that the large-scale development of domestic and international green hydrogen projects will allow the electrolysis and compressor segments to fully benefit from the growth.
Bet on India! Microsoft will reinvest 3 billion dollars to expand AI computing power and cultivate 10 million AI talents by 2030.
Microsoft stated that this expenditure is an additional investment outside the company's recently announced plan to invest $80 billion in building AI Datacenters for the 2025 fiscal year. It will be used to develop a scalable AI computing ecosystem to support AI startups and research Community in India, with a plan to train 10 million people in India to acquire AI skills by 2030.
The largest decline in four months! NVIDIA launched new products at CES and Huang Renxun delivered a stunning speech, why did the stock price still fall?
NVIDIA's release at CES has instilled optimism about the long-term prospects, but has not met investors' expectations for short-term bullish news; there is little detail provided about the highly profitable AI Chip, and there is a lack of more specific progress on the Blackwell chip. After reaching a historic high on Monday, the stock price's retreat seems like a "buy the rumor, sell the news" reaction.
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Apple Shares Are Trading Lower After MoffettNathanson Downgraded the Stock From Neutral to Sell and Lowered Its Price Target From $202 to $188.
Shares of Companies Within the Broader Technology Sector Are Trading Lower Amid Overall Market Weakness Following Recent Economic Data and a Rise in Yields. Also, the Sector May Be Falling in Response to a Recent Pullback in NVIDIA as Investors...