TechWire

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Tesla responds to suspension of FSD push in China

2025.03.28

08:28

                            Bitcoin fell to $87,000 per coin, down 0.27% on the day.
                        
08:25

                            CITIC Securities: Continue to be optimistic about robots and focus on three types of companies
                        
                            CICC Research Report believes that robots are currently undergoing an iterative process in terms of technology, mass production, and applications, and the industry trend has not changed. Robots are still the intersection of this round of technological and AI changes, and pullbacks are still buying opportunities. We have already seen that the application of robots is booming, and from the perspective of industrial margins it will be the direction with the largest growth this year. As long as the demand-side pull can start to replace the industry, it will inevitably create hundreds of billions of new space. Therefore, regardless of whether the sector pulls back or not, we must pay attention to three types of companies: 1) Leading original equipment manufacturers, with leading technology and scale cost reduction, will have a significant Matthew effect. 2) Companies that have the ability to continuously reduce costs at the component level (especially dexterous hands, electronic skin, lightweight, electronic control, and large models). Companies whose technologies can bring breakthroughs in robotics performance, such as visual and tactile electronic skin. 3) The entity itself has the links of application scenarios. Analogous to AI, the entrance will have lasting value, such as factories, mines, etc.
                        
08:19

                            Hyundai Motor shares fell for a second day, down 3.3%
                        
                            Hyundai Motor shares fell for a second day, down 3.3%.
                        
08:11

                            Global investors show strong interest in increasing holdings of Chinese stocks. This round of China's market recovery should be more durable than previous ones in terms of fundamentals.
                        
                            According to Cailianshe, citing Reuters, with China's breakthroughs in AI technology, all-round policy easing and support for the capital market, global investors' attention to Chinese stocks has continued to rise significantly, and they have shown a strong interest in increasing their holdings of Chinese stocks. Investment banks and asset management institutions pointed out that the emergence of DeepSeek has made investors once again aware of China's technological innovation capabilities, and support for the private economy has boosted investor confidence. This round of China's market recovery should be more sustainable in terms of fundamentals than previous times.
                        
07:58

                            CITIC Securities: Robots are the intersection of this round of technological change and AI change, and pullbacks are still buying opportunities
                        
                            CICC's research report pointed out that robots are currently undergoing an iterative process in terms of technology, mass production, and applications. The industry trend has not changed. Robots are still the intersection of this round of technological and AI changes, and pullbacks are still buying opportunities. We have already seen that the application of robots is booming, and from the perspective of industrial margins it will be the direction with the largest growth this year. Focus on three types of companies: 1) Leading body manufacturers, which will see a significant Matthew effect due to their leading technology and cost reduction in scale; 2) Companies that have the ability to continuously reduce costs at the component level (especially dexterous hands, electronic skin, lightweight, electronic control, and large models). Companies whose technologies can bring breakthroughs in robot performance, such as visual and tactile electronic skin; 3) Companies that have a variety of application scenarios in themselves. Analogous to AI, the entrance will have lasting value, such as factories, mines, etc.
                        
07:50

                            U.S. robotics companies push for a national robotics strategy
                        
                            On Wednesday local time, representatives of several American robotics companies, including Tesla and Boston Dynamics, met with U.S. lawmakers on Capitol Hill and urged the United States to launch a national robotics strategy. The American Association for Advanced Automation said that if a national robotics strategy can be established, it will help American robotics companies expand their production scale and promote robots to become a practical application of artificial intelligence. In the A-share market, the humanoid robot sector has become one of the hottest sectors since September 24 last year. However, in recent trading days, the sector has pulled back from its highs. Some brokerages pointed out that this may be related to the realization of some profit-taking. Short-term adjustments will not change the long-term trend. The humanoid robot sector is expected to become the core investment theme in 2025.
                        
07:45

                            Xiaomi Mi SU7 Ultra can't reach the nominal CLTC endurance performance? Xiaomi Motors responds
                        
                            On the evening of March 27, Xiaomi Motors stated in its latest answer to netizens' questions that the CLTC range is based on the CLTC standard formulated by relevant national departments and is tested under ideal test conditions. In actual use, different conditions such as vehicle load, driving intensity, road conditions, ambient temperature, driving styles of different car owners, and use of in-car entertainment functions will cause the actual mileage to be different from the mileage tested under the CLTC test standard, which is normal. Xiaomi Motors mentioned that although the two configurations of the Xiaomi SU7 Ultra's large carbon fiber rear wing and high-performance tires can effectively improve vehicle performance, they may also have a certain impact on the vehicle's range.
                        
07:29

                            Foreign giants collectively sing bullish: China's stock market continues to gain in appeal
                        
                            Foreign institutions' enthusiasm for Chinese assets continues to heat up. Recently, Fidelity International, Goldman Sachs and others have intensively voiced their optimism about the investment value of the Chinese stock market. Driven by factors such as the explosion of artificial intelligence technology, the release of policy dividends, and the improvement of corporate performance, China's capital market is showing a strong "magnetic effect". The enthusiasm of foreign capital is being transformed into tangible layout measures. The website of the Asset Management Association of China disclosed that on March 26, Vandal Private Equity Fund Management (Shanghai) Co., Ltd., a subsidiary of Vandal Group, an international veteran asset management company, completed the registration application for private equity fund managers. This is the latest case of foreign capital increasing its investment in the Chinese market.
                        
07:24

                            Zhongguancun Forum introduces smart technology to boost conference innovation
                        
                            According to CCTV News, the 2025 Zhongguancun Forum Annual Meeting opened in Beijing, using cutting-edge technologies such as embodied intelligent robots and AI large models to create an intelligent conference scene. Intelligent robots provided welcome, guidance and services to guests outside the venue, showing their versatility. At the same time, the annual meeting introduced simultaneous interpretation large model technology for the first time, which can translate Chinese speeches into English in real time and display them simultaneously, and can also reproduce the timbre, improving the real-time and quality of translation. These technical applications highlight the forum's concept of technological innovation and bring a new experience to participants.
                        
07:18

                            China Electric Vehicle Hundred People Forum was held today, focusing on topics such as AI and new charging models
                        
                            The China Electric Vehicle Hundred People Forum is a third-party think tank in the field of new energy vehicles in my country. The three-day 2025 China Electric Vehicle Hundred People Forum will be held in Beijing on the 28th. This forum is themed "Consolidating electrification, promoting intelligence, and achieving high-quality development", and 12 theme meetings will be held. The person in charge of the forum said that the new technologies and new trends of intelligent networked new energy vehicles are iterating and updating very quickly. The new materials for future car batteries, the new charging mode of new energy vehicles, and the new ecology generated by the high-quality development of new energy vehicles will all be the focus of the forum.
                        
07:15

                            OpenAI: Updated GPT-4o now available to all paying users
                        
                            OpenAI says the updated GPT-4o is now available to all paying users, and free users will see it in the coming weeks.
                        
07:10

                            OpenAI says the updated GPT-4o is now available to all paying users, and free users will see it in the coming weeks.
                        
07:00

                            According to Fox News: Musk said Tesla (TSLA.O) employees and customers have been greatly harmed.
                        
06:40

                            Memory chips are experiencing a price increase, and domestic companies are entering a golden period of development
                        
                            Recently, the price of memory chips has been rising. Not only have many overseas memory leading enterprises announced that they will increase the quotation of some products from April, but domestic memory enterprises have also raised the delivery price. The speed of this round of memory chip price increase is higher than the industry's original expectations. Many industry insiders interviewed said that one month ago, the industry generally estimated that the price of memory chips is expected to start rising in June or July this year, but from the current situation, the industry recovery signal is strong. "The price increase of storage products comes from both the supply and demand sides, and the part that exceeds expectations mainly comes from the demand side. Under the wave of AI (artificial intelligence), the global storage market has strong demand, especially the domestic AI industry is booming. Many companies have increased their layout in AI servers and other aspects. In addition, new AI applications are emerging in an endless stream, such as AI glasses, which has significantly driven the demand for storage products. This has brought good opportunities for the development of domestic storage companies." Xiao Botian, head of the strategy department of Shenzhen BIWIN Storage Technology Co., Ltd., said.
                        
06:06

                            New model explains the "half-ice, half-fire" phase of magnetic materials
                        
                            According to the official website of the U.S. Department of Energy's Brookhaven National Laboratory on the 25th, physicists discovered a new phase of matter that is "half ice and half fire" when studying a one-dimensional model of ferrimagnetic materials, and successfully explained it with a mathematical model. This breakthrough fills the gap in the understanding of condensed matter physics and may bring great progress to technologies such as quantum computing and spin electronics. The relevant paper was published in the latest issue of Physical Review Letters.
                        
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