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Semiconductors rise in adversity, Innovative Drugs make significant strides overseas, and Star companies work together to cope with external shocks.
① The increase in tariffs impacts the global business order, and companies on the Star are responding to challenges with their own innovations, becoming an important force in promoting Technology self-reliance and strength; ② Industry insiders point out that changes in overseas trade policies will force China's high-end manufacturing sector to further enhance its Technology innovation level, Industry Chain resilience, and globalization capabilities, thereby maintaining strategic determination and competitive advantage amidst tariff impacts, and accumulating energy for China to gain initiative in international competition.
After nearly four years, the Fund has once again reduced its shareholding in Semiconductor Manufacturing International Corporation.
① Xin Xin Hong Kong, holding more than 5%, has reduced its shareholding in Semiconductor Manufacturing International Corporation by 11.3 million shares, resulting in a new shareholding ratio of 6.91%; ② Xin Xin Hong Kong is a wholly-owned company of the Fund Phase I, and it has been nearly four years since the last shareholding reduction. The Fund Phase II has not announced a reduction plan since it was released from the ban in July 2021.
Star Evening Report | Shareholders of Beijing Kingsoft Office Software, Inc plan to inquire about the transfer of 7.7618 million shares. Angruiwei's IPO application on the Star has been accepted.
① Multiple Star companies stated that their local Business was not affected by the earthquake; ② Manus announced two pricing plans of $39 and $199; ③ NVIDIA's special supply GPUs for the mainland saw a surge in orders.
The Index may return to adjustment in the short term, with a focus on the Diffusion opportunities in the Marine Economy as the theme rotation accelerates.
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The "hot battle" of humanoid robots has begun: frequent release of new products. Is the year of mass production really here? | Industry observation
① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.
China Academy of Information and Communications Technology has initiated the development of technical standards for multimodal Asia Vets, marking the explosive year of AI agents.
① To further accelerate the empowerment of industries by Asia Vets and promote the high-quality development of multimodal Asia Vets, the China Academy of Information and Communications Technology has officially launched the preparation of technical specifications for multimodal Asia Vets. ② Industrial giants are focusing on AI Agents, marking the explosive growth year for AI Agents.