Domestic Semiconductors equipment manufacturers discuss how to break through in the Industry: The prosperity of end terminals like AI is being transmitted to the equipment sector, and tariff policies do not change the opportunities for growth overseas.

① Many semiconductor equipment manufacturers have stated that their product demand in this year's market is driven by growth in AI, 5G, Internet of Things, New energy Fund vehicles, and other emerging applications, leading to a continued rebound in the overall industry situation; ② Despite the intense changes in international trade policies, domestic semiconductor equipment manufacturers remain bullish on growth opportunities in overseas markets, and strengthen cooperation with domestic and foreign peers, customers, suppliers, etc. to jointly mitigate risks.

cls.cnApr 28 23:17 ET

The market may reach a critical juncture in the short term, with Banks and Electrical Utilities showing repeated activity, and the Technology Sector poised to take off.

Track the entire lifecycle of the main Sector.

cls.cnApr 28 21:20 ET

Today's Pre-Market Movers and Top Ratings | NVDA, TSLA, DPZ, and More

Movers and ShakersApr 28 08:19 ET

The pattern of the Chinese smartphone market changed in the first quarter: Xiaomi topped the chart for the first time in ten years, while Apple's market share declined.

① The Analyst believes that the main reasons for Xiaomi's rise to the top are the optimization of its channel system and the national subsidy policy for purchasing devices. ② The overall market fundamentals remain relatively weak, and the shipment volume has not yet recovered to the level of the same period before the pandemic.

cls.cnApr 28 01:10 ET

In the first quarter, China imported less than 0.1 million Autos, a year-on-year decrease of nearly 40%! Imports of Autos from the USA were less than 0.01 million.

① In China, the import of Autos from January to March was 0.095 million units, a year-on-year decrease of 39%, marking a significant decline in this period that is rarely seen. ② The import of vehicles from the USA fell to 8,870 units from January to March; representing a 66% year-on-year decrease, and this decline continued in March.

cls.cnApr 26 23:52 ET

Frequent bullish policies emerge, a wave of investment in hard technology sweeps across. Experts suggest that the localization of Semiconductors and AI is expected to accelerate.

1. The "China Investment Development Report" mentions that by 2025, hard technology fields represented by Semiconductors and new production power industries will become important investment directions for various Institutions, with the investment amount expected to account for over 80%. 2. Zhang Zhiqian, director of the China Construction Investment Research Institute, believes that the A-share market will stabilize and rebound in 2025, with an increase of over 10%, potentially reaching 4,000 points.

cls.cnApr 26 08:41 ET