Deutsche Bank is bullish on Chinese Stocks: Strongly driven by AI confidence and policy support, these Industries particularly benefit.

① The Chief Investment Officer Office (CIO) of Deutsche Bank's Private Banking Division released a research report, pointing out that the rapid development of AI technology and policy support are driving the rise of China Stocks; ② Deutsche Bank believes that the valuation of China Stocks is low, and it expects that long-term overseas capital inflow will support a market rebound, being Bullish on IT, Consumer discretionary goods, and the NENGYUANHANGYE.

cls.cnApr 1 23:31 ET

Brokerage morning meeting highlights: It is recommended to focus on the key materials and equipment segments of the Industry Chain related to nuclear fusion.

At today's Brokerage morning meeting, Galaxy Securities believes that with the support of policies, the prospects of the smart health home sector are vast; China Securities Co.,Ltd. stated that electrolytic Aluminum emphasizes the replacement of clean Energy, and the green certificate market is expected to grow rapidly; CITIC SEC proposed to suggest layout around the key materials and device segments of the nuclear fusion Industry Chain.

cls.cnApr 1 20:22 ET

National Energy Administration: In February, the total electricity consumption of the whole society increased by 8.6% year-on-year.

In February, the total electricity consumption of society was 743.4 billion kilowatt-hours, an increase of 8.6% year-on-year.

cls.cnMar 18 00:29 ET

Cailian Press Venture Capital: In February, the financing in the Carbon Neutrality sector reached 1.835 billion yuan, an increase of 13.98% month-on-month. New Stoneware completed 1 billion yuan in Series C+ financing.

According to data from the financial news agency Venture Capital Tong, in February, there were a total of 52 private equity investment events in the Carbon Neutrality sector, a decrease of 24.64% compared to last month's 69 events; The total disclosed financing amount was approximately 1.835 billion yuan, an increase of 13.98% compared to last month's 1.61 billion yuan.

cls.cnMar 16 21:38 ET

Brokerage morning meeting highlights: The Agent application is expected to enter its first year of significant growth in 2025.

At today's Brokerage morning meeting, HTSC proposed that Agent applications are expected to enter a period of significant volume in 2025; Tianfeng stated that in the field of AI Medical, attention should be given to directions related to high-quality data, scarce application scenarios, and multimodal integrated data; Silver Securities believes that the demand for green electricity is expected to see stronger catalysts in 2025.

cls.cnMar 6 19:12 ET

The demand for AI applications and overseas has increased, and the orders for grid supporting companies in the first quarter are already "fully booked."

① Power grid supporting companies have sufficient Orders on hand, and some listed companies have successively reported positive earnings forecasts for last year; ② The total scale of domestic power grid investment has increased, and the application of AI along with overseas markets is expected to resonate, likely driving Orders to continue rising this year.

cls.cnFeb 28 03:41 ET