Huawei is back on the rise! Four major news worth paying attention to today Friday (31）！
First, Apple abandoned the car-building plan and asked some of the employees involved in the project to switch to artificial intelligence.
Interpretation: The main reason why Apple gave up making cars is that there is no competitive advantage, because Apple has no advantage in unmanned driving, and cannot force IOS, in terms of hardware, most of the ** chain is in China, and there is no ** competitiveness, in this case, giving up making cars and focusing on artificial intelligence is Apple's best choice at this time. For Apple's move, Ideal also responded positively, which can be regarded as understanding and relieved. Now new energy vehicles have entered the fierce knockout competition, there is a high probability that there will be no new car companies, the next stage is the game between existing car companies, the entire industrial chain in China is currently in the lead. This is a good signal, you can pay attention to the direction of new energy vehicles.
Second, beer is very obsessed with idols. On the 28th, it announced the launch of new models Han and Tang, with a starting price significantly lower than that on sale**.
Interpretation: Due to the large amount of lithium carbonate, the cost of batteries has dropped sharply, giving BYD room to take the initiative to cut costs. The most important thing is that BYD produces its own batteries, and the higher the sales volume, the lower the R&D cost, so BYD just takes advantage of the low price of lithium carbonate and dilutes it through price reductions to further surprise the market. a。Battery R&D costs. This price reduction is not because of insufficient demand and the need for price reduction to stimulate sales, but because of the price reduction caused by ***, so it will not affect the company's performance, but will increase sales and market sharing. This round of price cuts is a good thing for the head office, which is good news for some new energy vehicles.
3. Net profit will increase by 39% to 28.7 billion yuan in 2023, exceeding market expectations, and AI has become a new driving force for growth.
Interpretation: The reason why it performs so well has a lot to do with AI. As can be seen from previous reports, R&D investment is very high, and most of these R&D funds are invested in artificial intelligence. It ranks first in the field of autonomous driving and voice recognition in China. However, these technologies have a long R&D cycle and have not been possible in the past, which has led to a gradual widening gap with Alibaba and Tencent. However, with the popularization of artificial intelligence, R&D investment has entered the monetization period and will once again be recognized by investors.
4. China Academy of Information and Communications Technology: Domestic mobile phone shipments in January were 317780,000 units, a year-on-year increase of 681%。
Interpretation: China's mobile phone sales have finally seen a big increase, even compared with 28 million units in December last year, there is also a 10% increase. The ** of mobile phone sales has a lot to do with the re-emergence of Huawei, which has triggered a wave of replacements, in addition, domestic consumption has also shown signs of recovery to a certain extent after the lockdown is lifted. These sales data will be a good growth for the consumer electronics sector, yesterday's plate index **8%, today there is a high probability that it will**, as for how long it can last, it still depends on the ability of AI to land it can once again stimulate people's desire to buy mobile phones.
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