If you don't leave a way to live, it's called forced to empty, such as today.
The turnover of the two cities is 990 billion, the number of ** is 5,031, the number of ** is 277, of which 259 are between -3% and 0.
This money-making effect is self-evident, and it is also perfectly in line with most of our previous judgments on the market.
I said that 3000 is not the end of the year in every issue of the year, and I also reminded the over/under style switch in the last two issues of last week.
Now the heavyweight stocks are on the stage, and the small and medium-sized stocks are singing, and the depression of the emotional ** years ago is vented in an instant.
Message plane
1. Li Auto released financial data, with a net profit of 118 for the year100 million, the profit level catches up with BYD
This is another victory for new energy vehicles, and it also instantly detonated the best logic of automobile vehicles and parts.
2024 must be a big year for new energy vehicles.
At the beginning of the year, some people fell, some people stood up, and some people continued to find their own profit logic.
It's just that in the fierce competition of the market, it depends on whether they still have money to continue to burn.
I believe that Gaohe's failure is not an exception, it is no problem to insist on individuality, and at the same time, you still have to look at your family background.
Or rely on the big brother, like Cialis, and hand over the initiative.
Or they have their own strength, like Ideal and BYD, and have their own loyal customer groups.
Compared with the whole vehicle, or parts should be better done.
2. The United States and the United Kingdom issued a joint statement in support of 6G, and the Mobile World Congress (MWC) was successfully held in Barcelona
Qualcomm has released its flagship 5G modem, the Snapdragon X80, which integrates AI technology to support satellite communications.
Huawei has released the first AI-based commercial model for the communications industry to optimize network performance and achieve 5G-A goals.
In the early stage, Huawei Pocket2 and Xiaomi 14Ultra both support two-way satellite communication, and the satellite of the mobile phone industry is in full swing.
We talked about this concept when we dismantled the fundamentals of China Satcom.
The interested homepage flips "The Second Half of China Satcom".
Starting with Huawei, this feature has been added, and other mobile phone manufacturers have to follow.
Under the fierce market-oriented competition, if others have it, but you don't, then you are poor.
A few years ago, the world's first 5G space-ground integrated evolution technology test satellite was successfully put into orbit, accelerating the commercialization of satellite communications.
The combination of multiple benefits is not surprising, at least today, for the rise of communication equipment and satellite concepts.
It is recommended to pay attention to the path of low-orbit satellites, which is a more powerful and long-term promising path.
3. **The enlarged meeting of the State-owned Assets Supervision and Administration Commission said that it is necessary to accelerate industrial transformation and accelerate the empowerment of new technologies such as artificial intelligence
The next step in industrial transformation is high-end and intelligent, in which artificial intelligence plays a very big boosting role.
Integrating artificial intelligence into industry is still a robot.
We will not repeat the logic of the robot, we will talk about it in each issue, and we will say it in each issue, and the views will not change in the short term.
It's just that when robots meet generative AI, they encounter large-scale updates of industrial equipment, and they encounter new quality productivity.
The hype will be more energetic.
There is a high probability that the two sessions will focus on mentioning, and there is a high probability that it will continue to be mentioned in the future, which will be an important main line in the market this year.
Therefore, it is recommended that everyone continue to do the road of robots, and do it for the long term instead of the short term.
4. There is another more important aspect, which is the relevant concept of the national unified market
Today's rise in logistics and retail, I believe there is some news, which is also the other side of the supply-side reform.
There is a high probability that the two sessions will mention, and this is a period of time that I am personally willing to wait.
When the policy is implemented, the grain and farmers will rarely appear, and the logistics will also usher in a phased spring.
However, it will be more difficult, after all, it will violate the actual interests of local snakes and local protectionism.
To sum it up
In the short-forcing environment, even if there is no logic in the general rise, the relevant information must be comprehensively sorted out.
This points us in the direction for the next rebalancing.
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