Good day and thank you for standing by. Welcome to the MongoDB third quarter fiscal year 2025 conference call. At this time, all participants are in a listen only mode. After the speaker's presentation, there'll be a question and answer session. To ask a question during the session, you'll need to press star 11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press star 11 again. Please be advised that today's conference is being reco ...

Good morning, investors. I am Liu Bin, the head of the Research Department of Fuxing Wealth. Welcome to today's U.S. stock investment strategy meeting. In the past two years, due to our self-managed and self-managed investment teams and our wealth clients, the main market for investment is U.S. stocks. So the focus of our research is also to dig for investment opportunities in U.S. stocks. After several years of accumulation, our research team has acquired the ability to invest in the U.S. stock main sector ...

Thank you for standing by, and welcome to C3AI's second quarter fiscal year 2025 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker presentation, there will be a question and answer session. To ask a question during the session, you will need to press star 11 on your telephone. To remove yourself from the queue, please press star 11 again. Please be advised, today's conference is being recorded. I would now like to hand the call over to Amit Bheri. Please, ...

欢迎加入会议欢迎进入金门财经电话会议系统请输入参会密码您已成功加入会议感谢大家参加本次会议会议即将开始请稍后 感谢大家参加本次会议会议即将开始请稍后 感谢大家参加本次会议会议即将开始请稍后感谢大家参加本次会议会议即将开始 感谢大家参加本次会议会议即将开始请稍后 感谢大家参加本次会议会议即将开始请稍后 感谢大家参加本次会议会议即将开始请稍后感谢大家参加本次会议会议即将开始 感谢大家参加本次会议会议即将开始请稍后 感谢大家参加本次会议会议即将开始请稍后 感谢大家参加本次会议会议即将开始请稍后感谢大家参加本次会议会议即将开始 感谢大家参加本次会议会议即将开始请稍后 感谢大家参加本次会议会议即将开始请稍后 感谢大家参加本次会议会议即将开始请稍后感谢大家参加本次会议会议即将开始 感谢大家参加本次会议会议即将开始请稍后 大家好欢迎参加方针计算机AI重复搜索360昆仑万维怎么看目前所有参会者正处于静音状态现在开始播报面子声明声明播报完毕后主持人可直接开始发言 本次会议前面向方证证券的专业投资机构客户或收邀客户第三方专家发言内容仅代表其个人观点所有信息或观点不构成投资建议根据监管规定会议不得交流敏感内幕信息未经方证证券事先书 ...

这个资金和这个相关的一些产业基金和协同以及这个政府力量的一些这个推进那我们认为现在其实对于吴湖和合肥这两个地方来讲的话那现在这个整个吴湖这边既有特有区域安徽这边的话又有江淮又有克拉逊北其实是会有很多相关的具体的这个 快速推动的技能出来那长期的这边的一些想象空间我们认为安慰省有可能会成为整个国内的人形机器人的一个核心的这么一个落地的一个区域去诞生像瑞壶模具等等的相关的一些这种比较具备成长性的零部件的个股去做相关的一些协同 这种事件的主要原因那在政策端的话这里面有一些文件的要点我简单再梳理一下第一个就是在这个安徽省去发布的省内的这么一个行动计划里面提出了是27年去去构建安徽省机器人产业的整个这个创新体系和产业生态这里面来讲的话也是重点提出了要去 打造合肥和呜呼两个产业性脑区开发不少于四个型号的国内具有代表性的人间机器人整机那同时的话也是对于这个人间机器人的一个创新平台以及这个朝与影孵化的一个平台这些这些去做了相关的一个这个建设建设的一个建议同时的话对于核心的一些零部件比如说像开发控制器 以及这个伺服器动电机伺服电机一体化关节灵巧手电子皮肤等这种组件在整个文件里面也是重点提到了去加速去攻关这些人性机器人的一些核心的 ...

海通研究小程序、金门财经、全时等是研究所指定会议平台 各位领导大家晚上好感谢大家参加我们海军电信的电话会议今天我们非常有幸的邀请到了这个西开院的大家非常熟悉的惠老师跟各位领导交流一下明年对于光伏行业的一个展望以及现在海上光伏的发展情况那么接下来我们把宝贵的时间交给惠老师请惠老师为我们先做一个简单的介绍谢谢惠老师好的各位晚上好很高兴今天给大家分享一下我们 目前掌握的一些光伏风电的一些需求的规模的情况另外就是海上光伏的一些情况首先分享一下关于规模的情况就是目前我们整体上感觉今年的这个规模应该还是有一个持续的一个并网抢装的一个潮因为我们所正在执行的一些项目 第一批第二批第三批基地目前就是2024年底他有一个节点当时要求第二批基地都是必须要在今年年底建成所以目前所有的那个第二批基地因为考核的压力还是比较重所以他今年年底会并网然后明年的话主要还是第三批基地这个建设的时间 但是现在就是地面集中式的这个光伏就特别是光伏也还有一些基地项目也还有一些封店我们目前感觉到明年整个地面的整个的规模不一定有今年和去年的这个 就是这个规模这么持续的增长或者说我们其实还是比较悲观的就是感觉明年的这个规模不一定会有今年这么大的需求可能主要我 ...

Thank you. you you. you. Thank you. you you You. you. you You. Hello, everyone. Welcome to the first episode of this series. I'm Tian Zhongbang, a reporter from Pengpai News. On December 9th, the Politburo held a meeting to analyze and study the economic work of 2025. Many of the key points of this meeting are well-received, such as the re-release of moderate and relaxed monetary policy after more than ten years, the first appearance of the strengthening of the regulation of the anti-monetary period, Hello, ...

亲爱的朋友们大家好我是联创,张宇昊今天呢今天呢很高兴能有时间跟大家聊一聊近期我们国内生物燃料市场和这个原料市场的一些变化那最近大家其实有观察到现在行业里面有一些重磅的消息和重磅的这个政策调整 那么我们今天要聊的主要就是最近优酷出口退税对于生物燃料产业以及后续的一些影响那今天这次汇报的主要的结构是四个部分第一部分是反竞销进程下中国生物燃料市场运行的一个现状 第二部分是优口出口退税的一个即时的市场反馈也就是我们聊一聊在出口退税政策调整之后这个市场它是到今天为止它发生了什么样的变化第三点是我们从更细节的部分去看一看优口出口退税取消之后它对于原料供需平衡的一个影响 第四点还是例行性的我们对于中国生物燃料产品利用量做一个新的预期今天第一部分就是中国生物燃料市场运行的一个现状对于中国生物燃料产业来说目前影响最大的 仍然是欧盟对华的反倾销的一个序列的调查那么根据反倾销调查的流程现在已经给出了仲裁的一个提议那么我们再重新梳理一下这个反倾销调查的一个流程2023年8月份的时候是反规避在此之前有一个铺垫是反规避的调查 那23年12月份正式开始我们发起对华生物柴油的反竞销的调查然后呃今年的7月份国委会裁定了对华生物柴油反竞销临时的 ...

给予了整个这个会议因为A股当时已经收盘了但是外盘包括一些期货这个价格应该是体现了淋漓尽致我们看到从昨天的下午三点A股的收盘开始去计算到今天的凌晨这个 恒生指数的期货累计涨幅达到7.66%离岸的人民币兑美元上涨0.29%富时中国A50期货累计上涨5.77%盘中一度创下了两个月的新高在美股方面纳斯达克中国金融指数代表衡量中概股的这样一个指数收涨了8.5%创下近两个月的新高 三倍做多的富士中国ETF大涨23.7%甚至连大宗商品我们看到隔夜的WTI上涨1.7%收益每桶68美元上方连大宗商品的价格也都在反映昨天这样的一个重磅消息重要的利好所以说我们说认为非常有必要今天 这个早盘时间这个第一时间跟大家解读一下啊我们对于这个这次重要的政治局会议所传递出来的积极信号的我们的一些这个这个理解那我们认为一个啊非常重要的整体的说这次会议的整体的定调是非常积极的啊这个政治局会议啊你说通稿里面的篇幅它的次数啊不算多啊如果跟这个 接下来要开的中央经济工作会议通常篇幅上我们说政治局会议大概一千到两千次经济工作会议可能四千到五千次这样的通稿但是从重要性或者从一个更宏观的 层面上来讲政治局会议是对2025年整体的经济工作的一个定调从这个层面上 ...

Summary of Conference Call Notes Industry or Company Involved - The discussion primarily revolves around the **AI industry** and its applications, along with insights into **state-owned enterprises** and **software companies**. Core Points and Arguments 1. The current economic recovery presents a positive cyclical opportunity, with AI technology revolutionizing the industry over a long-term horizon of three to five years [1] 2. From 2025 to 2027, there is expected to be significant marginal improvement in the fundamentals of state-owned enterprises and related sectors, driven by new policy documents similar to previous initiatives [2] 3. Short-term investment strategies should focus on sectors with noticeable changes, particularly in state-owned enterprises, with specific attention on companies like **Dameng Data** and **Kingsoft Office** [3] 4. Companies are actively expanding into distributed scenarios, particularly in financial sectors, which could provide substantial long-term growth opportunities [4] 5. The domestic hardware localization rate has improved, but key application scenarios still show low localization, particularly in industrial software and high-end applications [5] 6. There is significant growth potential in markets where localization can increase from single digits to 50% or higher, although this may require longer timeframes for technological breakthroughs [6] 7. State-owned enterprises are still heavily reliant on foreign vendors for many components, presenting opportunities for domestic companies to expand their client base [7] 8. Despite economic pressures, certain companies have maintained double-digit growth, with expectations of returning to around 20% growth as the economy stabilizes [8] 9. AI applications are still in their early stages, but foundational elements such as hardware infrastructure and large models are becoming increasingly robust [19] 10. The commercial value of AI agents is substantial, with ongoing innovations in both domestic and international markets [20] 11. Investment strategies should focus on consumer-facing AI applications, highlighting companies like **Kingsoft Office** and **Xunxin Technology** for their strong potential [21] 12. Companies with data-driven AI applications are expected to see significant user growth, which will enhance their market visibility and stock performance [23] 13. Enterprise-level AI applications are thriving in areas such as code generation, marketing, and customer service, indicating a concentration of innovation in these fields [26] 14. The Data Infrastructure sector, particularly companies like **New Ring Technology**, is also recommended for investment due to its potential in data management and analytics [27] Other Important but Possibly Overlooked Content - The importance of stabilizing the real estate and stock markets is emphasized, as their instability could pose significant risks to economic recovery [13] - The ongoing policy support for the construction and real estate sectors is expected to create favorable conditions for IT vendors in these areas [14] - Companies like **Mingyuan Cloud** are actively expanding their AI capabilities, particularly in sales and marketing, which are critical areas for AI innovation [17] - The valuation of certain companies is considered attractive, with some trading at historical lows, suggesting potential for recovery and growth [18]