A · Important
[Selected evening news on October 13]
1. Deutsche Bank stated that the era of super intelligence may usher in in 2030. Even if general artificial intelligence (AGI) fails to be realized, the AI industry may still create considerable economic returns.
2. Counterpoint reports that the DRAM market size for humanoid robot computing systems is expected to grow approximately 20 times in five years.
3. Huawei Xu Songyu said that the next generation Kirin 2027 chip is ready and the evolution (logical folding) will be sustainable in the next 10 years.
4. The recent continuous correction of the A-share technology sector has triggered heated discussions in the market. Some brokerage analysts said that at the end of the third quarter, there was a reduction in insurance outsourcing (public offering) positions, but it did not have such a big impact on the market.
5. Company news: ① Enjie Co., Ltd.: Net profit in the first three quarters is expected to be 1.54 billion yuan to 2.05 billion yuan, year-on-year losses. ②Chinatungsten High-tech: Net profit in the first three quarters is expected to increase by 219%-241% year-on-year. ③Inspur Information: Net profit in the first three quarters is expected to increase by 156%-177% year-on-year. The server market demand is strong. ④Baoding Technology: Net profit is expected to increase by 537%-614% year-on-year in the first three quarters. ⑤Xingsen Technology: Net profit is expected to increase by 204%-227% year-on-year in the first three quarters.
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