-
04
2024-02
Jingtai Research | Special Research on the Automotive Industry (1): First Half ElectrificationNowadays, the global automotive industry has shifted from the era of fuel to the era of electric intelligence. The automobile industry, as a pillar industry of the national economy, is an important support for China to accelerate the promotion of new... -
27
2024-01
Jingtai Interpretation | What are the important information at the China Securities Regulatory Commission press conference?On January 19th, the China Securities Regulatory Commission (CSRC) held a press conference, during which Zhou Xiaozhou, the main person in charge of the CSRC's Comprehensive Business Department, stated that the CSRC will further deepen the reform... -
27
2024-01
Vision Pro, the strongest head display device in history?On the evening of January 19th, Apple launched its first heavyweight new product of 2024, AppleVision Pro is about to officially start booking. This product is officially called "Ultimate" by AppleThe all-new product of "Entertainment ... -
27
2024-01
Technology | Meta joins Intelligent Warfare and starts building AGI!Last Thursday, Meta CEO Mark Zuckerberg announced on Threads that he will focus on building comprehensive universal artificial intelligence and then release it as open source software to everyone. For this, Meta will prepare to gather the most powerf... -
27
2024-01
International | Buffett, there are new moves!On the early morning of January 17th, Buffett's Berkshire Hathaway announced that it had acquired the remaining 20% stake in Pilot from the Haslam family, making it a wholly-owned subsidiary of Berkshire. Previously, Berkshire acquired 80% of Pil... -
14
2024-01
Jingtai Research | Advanced Packaging Topic (2)After computing power, the "sealing power" of AI chip packaging has come to the spotlight. Previously, AIThe supply of GPUs is in short supply, and the main bottleneck lies in CoWoS packaging. Driven by the demand from AI chip giants led by... -
14
2024-01
Policy | Interpretation of the Central Bank's 2024 Work Conference!On January 5th, the People's Bank of China announced that the 2024 Working Conference of the People's Bank of China will be held in Beijing from January 4th to January 5th. The meeting thoroughly implemented the spirit of the Central Economic... -
14
2024-01
Looking Forward | What are the themes worth investing in in 2024?In 2023, the core themes affecting major asset classes are economic cycle misalignment, AI revolution, and global capital reallocation. In 2024, Jingtai combined the fundamentals, politics and policies, industrial change, investor behavior, and other... -
06
2024-01
Jingtai Research | Advanced Packaging Topic (Part 1)In recent years, with the further development of electronic products towards miniaturization and multifunctionality, chip sizes have become smaller and more diverse, with a significant increase in the number of output and input pins. This has made th... -
06
2024-01
Will the global photovoltaic market face a turning point of slowing growth in 2024?In the past two years, the global photovoltaic industry has emerged against the backdrop of energy structure transformation, with industry scale and installed capacity growth repeatedly reaching new highs. The neutral expectation for global photovolt... -
06
2024-01
The computing power sector is experiencing significant benefits, with a future market of 70 billion yuan!On December 27th, the National Development and Reform Commission, the National Data Administration, the Central Cyberspace Administration, the Ministry of Industry and Information Technology, and the National Energy Administration jointly issued the ... -
17
2023-12
Jingtai Research | Military Materials II - Carbon FiberCarbon fiber, due to its excellent mechanical properties, is lighter than aluminum but stronger than iron, and has excellent characteristics such as high elastic modulus, high and low temperature resistance, corrosion resistance, and fatigue resistan...