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Lates News

date
08/08/2025
Intel: We are committed to advancing American security interests and enhancing U.S. national and economic security; look forward to continuing to work with the government to invest billions of dollars in domestic semiconductor research and manufacturing in the United States.
Latest
3 m ago
CITIC Securities: It is estimated that the year-on-year growth rates of global AI CAPEX in 2025 and 2026 will be +64% and +50% respectively.
3 m ago
CITIC Securities pointed out that the overall business performance of technology giants in the second quarter of 2025 was significantly better than the market's previously cautious expectations. The momentum of cloud business growth is also more significant, and the trend of AI application penetration rate increasing and the demand for computing power exceeding supply continues. The increase in free cash flow (FCF) brought by the "big and beautiful" tax reform bill in the United States collectively drives the upward revision of the overall capital expenditure (CAPEX) guidance for 2025. The outlook for CAPEX in 2026 is also more positive. We estimate that the year-on-year growth rates of global AI CAPEX in 2025/2026 are +64%/50% respectively. At the same time, we closely monitor the subsequent implementation of tariffs and their impact on the global macroeconomy, the monetization progress of AI in 2025H2, and the implementation of tax incentives under the "big and beautiful" tax reform bill, and other variables. In the AI computing power-related sectors, we continue to recommend sub-sectors such as commercial GPU, ASIC, storage (HBM & HDD), and network equipment.
4 m ago
CITIC Securities: Competition in Specific Model and Large Model Markets will be Similar, Recommend Focus on Three Types of Companies
4 m ago
Citic Securities believes that the performance of the robot index significantly surpasses the broad market index. However, we believe that the embodiment model is the true driving force behind this wave of robots, and its market influence has not been fully reflected. The embodiment models used by robots are currently undergoing evolution from a layered architecture to end-to-end. In recent years, the perception, planning, control capabilities, and task success rates of models have greatly improved, but there is still room for improvement in actual industrial and home applications. We believe that model capabilities are still the most important factor, and in future competition, manufacturers with strong R&D capabilities, occupying key scenarios, and high-quality data resources are expected to gain a competitive advantage. We believe that the competition for embodiment models will be similar to the competition for large models in the past. We recommend focusing on three types of companies: 1) hardware and software infrastructure companies; 2) data suppliers and physical AI companies; 3) vertical scene robot application companies.
5 m ago
Federal Reserve interest rate cut divergence intensifies: Boston Fed president warns that tariffs may lead to long-term inflation, maintains expectation of one interest rate cut within the year.
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