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03
2024-11
Bank of America's earnings exceed expectations, and there is hope for a "soft landing"?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... -
20
2024-10
Jingtai Research|Investment Logic of Low-altitude Economy Industry ( I)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... -
20
2024-10
Jingtai interpretation|The Ministry of Finance press conference has 4 heavyweight signalsOn 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... -
20
2024-10
United States bank earnings exceed expectations, "soft landing" is hopeful?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... -
20
2024-10
The conflict in the Middle East has escalated, and oil prices have risen by more than 5%!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... -
13
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...