Group 1 - The establishment of a dedicated regulatory body for the commercial aerospace industry in China marks a significant development, indicating a growing focus on this sector [1] - The report highlights investment opportunities in the commercial rocket industry, with a noted overall increase of approximately 5% in the sector, and specific stocks like Aerospace Power and Aerospace Electronics rising about 10% [1] Group 2 - Major companies such as Alibaba, Li Auto, Samsung, and Meta are entering the AI terminal market, indicating a competitive landscape and emerging supply chain investment opportunities [2] - The metals sector, particularly gold, copper, and aluminum, is experiencing a rally, with institutions suggesting that a cross-year market trend is imminent, supported by three core logic points and a list of four key stocks to watch [2]
【研报行业】阿里、理想、三星、Meta纷纷入局！这个AI端侧赛道迎来巨头混战，供应链投资机会浮现
第一财经·2025-12-01 11:01