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2024-10
Jingtai Research|Research on New Quality Productivity Strategy01Elaboration of new qualitative productivityThe connotation of new quality productivitySince July 2023, General Secretary Xi Jinping has put forward the concept of new quality productivity during his inspections in Sichuan, Heilongjiang and other pl... -
13
2024-10
Jingtai Interpretation | The National Development and Reform Commission made a heavy statement! What are the "incremental policy packages"?On Tuesday, October 8, the State Council Information Office held a press conference, at which Zheng Shajie, director of the National Development and Reform Commission, and Liu Sushe, Zhao Chenxin, Li Chunlin, and Zheng Bei, deputy directors of the Na... -
13
2024-10
The EU's tariffs on Chinese electric vehicles may lose investment opportunities for ChinaOn October 4, the European Union voted on whether to impose a five-year countervailing duty on Chinese electric vehicles. According to a statement released by the European Commission, the European Commission's proposal to impose tariffs on Chines... -
13
2024-10
Warren Buffett once again reduced his holdings in Bank of United States, targeting Japanese stocksRecently, United States Berkshire · Hathaway (Berkshire) sold another $337.9 million United States bank shares. Meanwhile, another document disclosed by Berkshire showed that the company planned to conduct a second yen bond issuance in global markets... -
07
2024-10
Jingtai Research|Research on Humanoid Robot Industry Chain (II)01Subdivide componentsFrameless torque motor: China is in the second echelonThe control motors used in the robot joints can be mainly divided into servo motors and stepper motors. The stepper motor has the advantage of ease of use and cost, and the s... -
07
2024-10
China Securities Regulatory Commission: focus on promoting medium and long-term funds into the marketOn September 27, the China Securities Regulatory Commission held a meeting of the Party Committee (Enlarged) to convey and study the spirit of the meeting of the Political Bureau of the Central Committee on September 26, and to study, deploy and impl... -
07
2024-10
Goldman Sachs: U.S. stocks are still in a bull market, but the risk/reward ratio has declined significantlyTony, head of top traders and hedge fund research at Goldman Sachs, September 26 In a research note released over the weekend, Pasquariello reviewed the week of the Fed's first rate cut in four years, noting that "the Fed's rate cut cycl... -
07
2024-10
The founding team is gone, and OpenAI is falling apart?On September 27, 2024, according to the Wall Street Journal, OpenAI is planning to transform its operating model into a for-profit enterprise, a decision that is dividing the company. Since OpenAI's inception in 2015, its original intention was t... -
28
2024-09
Jingtai Research|Research on Humanoid Robot Industry Chain (I)01Dismantling of the value of the industrial chainTesla Optimus teardownThe number of actuators at Optimus is 28 (14 each linear and 14 rotary), including 6 design types (Class 3 lead screws and 3 types of frameless torque motors), which are generall... -
28
2024-09
After the Fed cuts interest rates, will the central bank cut the RRR and interest rates?On September 20, the central bank announced that the 1-year and 5-year LPR prime rates remained unchanged. The fact that the LPR was not lowered in September cannot be regarded as the end of monetary easing, and interest rate cuts, RRR cuts, and net ... -
28
2024-09
The chip industry is about to change, Qualcomm acquires Intel?On September 21, the Wall Street Journal broke the news that Qualcomm had recently issued an acquisition offer to Intel and approached Intel about the acquisition. Subsequently, the CNC also confirmed the news.On the news, Intel's stock price ros... -
28
2024-09
With antitrust cases entangled in it, how should Google win back investors?On September 20, EU regulators issued an ultimatum to Google: If Google fails to address EU concerns in a timely manner and display competitors' products more prominently in its search services, Google will face a hefty fine of up to 10% of its a...