B[Today’s investment public opinion hot spots]
1) Photovoltaic: According to data from the National Energy Administration, China's newly installed photovoltaic capacity in the third quarter of 2026 was approximately 38.76GW, an increase of approximately 38% from 28.06GW in the same period in 2025.
2) AI client-side: Apple announced that the National Bank version of Apple Intelligence has officially been integrated into Alibaba Tongyi Qianwen, which is regarded as a landmark event in the transition of client-side AI from concept to commercial verification.
3) Computing power leasing: The agency said that the demand for computing power far exceeds the supply, and the domestic computing power leasing industry is moving from "theme expectations" to "performance fulfillment".
4) Robots: JD.com’s Double Eleven data shows that the sales of intelligent humanoid robots increased by 700% year-on-year, and the turnover of trendy robot categories such as robotic arms and dexterous hands increased by more than 10 times year-on-year.
5) Printing and dyeing: New regulations on the nitrification process have been implemented, the clearance of small and medium-sized production capacity has accelerated, the quotation of H acid has increased from 40,000 to 200,000, and the prices of 6-nitrogen, disperse dyes, reactive dyes and other products have increased significantly this year. B[Device-side AI concept continues to be strong, Runxin Technology’s 20cm daily limit] News on November 5th, in early trading, the device-side AI concept continued to be strong yesterday, Runxin Technology’s 20cm daily limit, Espressif Systems rose more than 7%, setting a record high, Tianjian Technology, Rockchip Micro, Broadcom Integration, and Quectel Communications all rose more than 5%. In terms of news, on October 31, Apple announced that the National Bank version of Apple Intelligence was officially connected to Alibaba Tongyi Qianwen. It will be tested on November 4 and will be officially launched in December. Overseas head terminals choose domestic large-scale models for implementation, which is regarded as a landmark event for device-side AI to move from concept to commercial verification. B[The concept of device-side AI fluctuated higher, Longxun Technology Co., Ltd. and Espressif Technology rose more than 10%] On November 4th, the concept of device-side AI fluctuated and rose during the session. Longxun Technology Co., Ltd. and Espressif Systems Technology rose more than 10%. Tailing Micro, Minxin Technology Co., Ltd., Zhongke Lanxun, Broadcom Integration, etc. followed suit. In terms of news, on October 31, Apple announced that the National Bank version of Apple Intelligence was officially connected to Alibaba Tongyi Qianwen. It will be tested on November 4 and will be officially launched in December. Overseas head terminals choose domestic large-scale models for implementation, which is regarded as a landmark event for device-side AI to move from concept to commercial verification.
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