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03
2024-03
Industry | High Barrier Nuclear Pharmaceutical Industry, Becoming Capital's "New Pet"!Although it may seem dangerous to be associated with "nuclear", nuclear drugs are an important method for cancer treatment in medicine, and the prosperity of the nuclear drug industry has been heating up recently under the pursuit of capita... -
03
2024-03
International | 2024 Buffett Letter to Shareholders, Key Information Interpretation!On February 24th, the stock god Buffett, Berkshire Hathaway, released its 2023 financial report, along with a letter from Buffett to shareholders. The financial report shows that Berkshire Hathaway had a net profit of $37.574 billion for the fourth q... -
25
2024-02
International | Is the Federal Reserve's March interest rate cut "turning" into a bubble again?On February 16th, Atlanta Federal Reserve President Bostic stated that given the current economic situation, the Federal Reserve does not urgently need to cut interest rates. A strong economy requires patience in adjusting monetary policy, and the ra... -
25
2024-02
Technology | OpenAI's First Video Generation Model Released!On February 16th, American artificial intelligence research company OpenAI launched a video generation model called Sora. According to its official website, this model can be used to generate a one minute long video from text, which can have complex ... -
25
2024-02
Industry | HBM drives explosive growth in computing power demand!With AIThe demand for GPUs and various AI related products has surged, leading to a sharp rise in HBM prices against the trend. In 2024, HBM remains in a hot state, driving up the stock prices of industry chain companies. Last week, SK Hynix's st... -
25
2024-02
Jingtai Capital and Libai Group Jointly Initiate the Establishment of a Health and Pharmaceutical Industry Fund with Shoujian InvestmentIn recent years, the Chinese pharmaceutical market has seen strong demand and sustained high growth. At the same time, high-end manufacturing in China is also shifting from domestic substitution to global supply. Jingtai Capital is optimistic about t... -
16
2024-02
Jingtai Research | Automotive Topic (2): Second Half IntelligenceRecently, the Ministry of Industry and Information Technology, the Ministry of Public Security and other five departments issued a notice on the pilot work of "vehicle road cloud integration" application for intelligent connected vehicles, ... -
16
2024-02
Technology | One Arrow with 11 Stars, Successfully Launched into Orbit!Recently, good news has come from the domestic satellite industry! On February 3, 2024, 11 satellites were launched from the Xichang Satellite Launch Center via the Long March 2C carrier rocket. The rocket successfully launched all satellites into th... -
16
2024-02
Industry | AI Boosting, Cloud Computing Industry Accelerating AgainLast week, SynergyResearch data shows that global enterprises spent a total of $74 billion on cloud computing in the fourth quarter of 2023, an increase of $5.6 billion compared to the previous quarter. The month on month growth rate reached a histor... -
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 ...