Zheng Quan Shi Bao·2025-04-18 17:28Group 1 - Institutional investors are focusing on long-term investment opportunities amid fluctuating international trade conditions, particularly in the technology sector, which is seen as a new driving force for China's economic growth and A-share market [1] - During the week of April 14 to 18, A-shares experienced fluctuations, with traditional sectors like banking, real estate, coal, and oil showing significant price recovery, leading to a 1.19% increase in the Shanghai Composite Index [1] - Over 206 listed companies received institutional research visits, with more than 100 companies achieving positive returns, including notable gains of around 30% for companies like Teli A, Shutai Shen, and Deyuan Pharmaceutical [1] Group 2 - Hongsoft Technology is increasing its investment in AI glasses, leveraging its established advantages in mobile photography and AI recognition to address technical challenges in low-power, low-computing environments [2] - Hongsoft Technology anticipates that its visual AI algorithms can be applied across various consumer electronics and industries, including smart wearables and AI-generated content [2] - Fuhanhui, traditionally focused on video surveillance chips, is also exploring opportunities in AI glasses, predicting that AI products will increasingly penetrate everyday items [2][3] Group 3 - Fuhanhui plans to launch 4K HD AI IPC consumer products in the first half of 2025, targeting smart glasses and action cameras with advanced chip technology [3] - Doctor Glasses is entering the smart glasses market by setting up dedicated smart glasses displays in over 100 retail stores, enhancing consumer experience and product conversion rates [4] - Doctor Glasses has partnered with Thunderbird Innovation to launch the Thunderbird V3 AI shooting glasses, focusing on comfort and aesthetics in design [4] Group 4 - Qingniao Fire Protection is developing advanced fire protection systems tailored for data centers and communication bases, addressing increased fire risks due to heightened electrification in AI infrastructure [4] - The company plans to integrate proprietary algorithms into its fire monitoring products, transitioning from traditional fire safety equipment to intelligent fire protection systems [4] Group 5 - Multiple institutions express optimism about the revaluation of Chinese technology assets under the "technology narrative," with a notable economist highlighting China's leading position in the current AI technology revolution [5] - The technology sector is expected to become a key driver of economic growth in China and support a bullish trend in the A-share market [5]