Huajin Securities: Supply-side graphics card iteration + national subsidy expansion to enable AI and gaming industry development through multiple resonance waves.

14:12 09/01/2025

Graphics card hardware iteration, performance significantly improved; mobile device national subsidy policy expanded, software and hardware multi-line resonance empowered AI applications and industrial development such as games.

CES 2025RTX501815%500AI 1. 2. 2024AI TENCENTNTES-SBILIBILI-W

Software crashed together? Roblox (RBLX.US): It has an ecological closed-loop, Genie can't break.

Industrial: Hong Kong stock market sentiment index has reached the bottom area.

"The 'Chinese Choice' for Global SiC Core Customers: Why TIANYU SEMI (02658)?"

Software crashed together? Roblox (RBLX.US): It has an ecological closed-loop, Genie can't break.

Industrial: Hong Kong stock market sentiment index has reached the bottom area.

"The 'Chinese Choice' for Global SiC Core Customers: Why TIANYU SEMI (02658)?"