Today’s investment hot spots
1) Semiconductor chips: Samsung Electronics, SK Group, Broadcom, Nvidia and other companies signed large semiconductor orders worth US$950 billion. 2) Medicine: The State Administration of Traditional Chinese Medicine and the National Development and Reform Commission jointly issued the "15th Five-Year Plan for the Revitalization and Development of Traditional Chinese Medicine", which clarified the goal of "everyone has access to traditional Chinese medicine services" in 2030, and proposed ten key tasks and multiple quantitative indicators. 3) Robots: Tesla executives released a video explaining the key points of the earnings call, saying that the Optimus humanoid robot Fremont production line will start production at the end of 2026.
1) Semiconductor chips: Samsung Electronics, SK Group, Broadcom, Nvidia and other companies signed large semiconductor orders worth US$950 billion. 2) Medicine: The State Administration of Traditional Chinese Medicine and the National Development and Reform Commission jointly issued the "15th Five-Year Plan for the Revitalization and Development of Traditional Chinese Medicine", which clarified the goal of "everyone has access to traditional Chinese medicine services" in 2030, and proposed ten key tasks and multiple quantitative indicators. 3) Robots: Tesla executives released a video explaining the key points of the earnings call, saying that the Optimus humanoid robot Fremont production line will start production at the end of 2026. 4) PCB: According to reports, driven by the explosive demand for AI computing power, high-end printed circuit board PCBs are in short supply, and the price of high-speed PCBs has increased by far more than three to four times. 5) Brain-computer interface: The person in charge of the China Disabled Persons' Federation introduced the situation of brain-computer interface and other technologies to assist the disabled during the "15th Five-Year Plan" period. During the "15th Five-Year Plan" period, scenario traction will be strengthened and technology verification and promotion will be accelerated.