01Investment opportunities – infrastructure"Soft infrastructure": low-altitude route design and low-altitude air traffic control system need to be transformedThe low-altitude air traffic control will show the development rhythm of "con...

On October 31, the "Open Market Business" column of the official website of the People's Bank of China released the first open market buyout reverse repurchase business announcement, saying that in order to maintain reasonable and suffi...

On November 1, S&P Dow Jones Indices announced that Nvidia would be included in the Dow Jones Industrial Average, replacing Intel, the current component of the Dow chip industry. This change marks the growing importance of artificial intelligence...

On November 2, Berkshire Hathaway released its 10-Q report for the third quarter of the fiscal year, and it is interesting to note that the company once again reduced its stake in Apple. According to the report, Berkshire currently holds about $69.9 ...

01Investment Opportunity - Whole Machine EndWhole machine--system--parts--materialsThe level of localization of the low-altitude economic industrial chainComplete machine: The technology is unfinalized, the global exploration and commercialization, a...

On October 18, with the theme of "Trust and Confidence-Discussing Financial Openness and Cooperation". The 2024 Financial Street Forum Annual Conference with the theme of "Stable Development of Sharing Economy" opened in Beijing. ...

On October 17, Taiwan Semiconductor Manufacturing Company (TSM) released its third-quarter financial report. According to the financial report, TSMC's U.S. stock price rose 9.79% to $205.84 per share, hitting a record high; The total market capit...

On October 11, JPMorgan Chase and Wells Fargo, two major Wall Street banks, announced their third-quarter financial reports. According to the data, JPMorgan Chase's third-quarter net profit fell 2% to $12.9 billion, and Wells Fargo's third-qu...

01Investment logicReplicating the success of new energy vehiclesThe three main reasons for the rise of China's new energy vehicles can be attributed to the breakthrough stage of the technological change cycle (Tianshi), the strong domestic supply...

On October 12, the Information Office of the State Council held a press conference, at which Minister of Finance Lan Foan introduced the relevant situation of "increasing the counter-cyclical adjustment of fiscal policy and promoting high-qualit...

On October 11, JPMorgan Chase and Wells Fargo, two major Wall Street banks, announced their third-quarter financial reports. According to the data, JPMorgan Chase's third-quarter net profit fell 2% to $12.9 billion, and Wells Fargo's third-qu...

Recently, the situation in the Middle East has heated up sharply, and Iran has launched a large-scale missile attack on Israel, raising global concerns about Israel's possible counterattack. Analysts noted that Iran produces more than 3 million b...