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16/07/2025
Federal Reserve's Powell: Tariffs bring more price pressure.
Latest
1 m ago
Jiufang Intelligent Investment Holdings Limited (09636.HK) plans to sell 20 million shares through a first come, first served basis, raising approximately HK$746 million.
2 m ago
CICC research report indicates that since the beginning of this year, the overseas application of AI has been accelerating. From the demand side, token consumption maintains high-speed growth, large model calls and revenue levels are increasing rapidly; from the supply side, on the one hand, general applications such as AI search, AI coding, and agents based on LLM models have exploded, while on the other hand, multimodal model capabilities continue to iterate, with image generation, video generation applications having explosive potential. In addition, marketing, customer service, recruitment, education, medical, legal and other vertical applications are emerging endlessly. It is recommended to continue to be optimistic about the supply chain opportunities benefiting from overseas computing power demand, and to pay attention to domestic cloud and Internet companies with AI infrastructure, model capabilities, and application scenarios, as well as investment opportunities brought by applications such as Coding, Agent, image/video generation being implemented.
2 m ago
CITIC Securities: Continuous bullish on the supply chain opportunities benefiting from overseas computing power demand.
2 m ago
CITIC Securities believes that with the continuous advancement of the electricity market reform and the gradual establishment of the energy storage capacity electricity price mechanism, the certainty of investment in domestic energy storage projects will significantly increase, and the installed capacity will continue to maintain high-speed growth. At the same time, under the design of the capacity electricity price assessment mechanism, the importance of the stability of energy storage project operations will be further enhanced, which will help improve the owner's requirements for the quality of energy storage battery cells and systems and promote the optimization of industry competition. It is optimistic about the investment value of the energy storage industry and recommends the leading manufacturers in the energy storage industry chain, such as battery cells, PCS, and system integration.
2 m ago
CITIC Securities: Positive about the investment value of energy storage industry, focusing on recommending leading manufacturers in the energy storage industry chain such as battery cells.
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