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禾赛科技_评估海外高级驾驶辅助系统(ADAS)潜力并转向长期估值;上调ADR目标价,首次覆盖 H 股给予买入评级
2025-09-23 02:37
22 September 2025 | 6:43PM CST Hesai Group (HSAI/2525.HK) Sizing overseas ADAS potential and moving to long-term valuation; raise ADR TP and initiate H share at Buy Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision. For Reg AC certificat ...
X @TylerD 🧙‍♂️
TylerD 🧙‍♂️· 2025-09-23 00:11
Now the robots are stealing our Uber drivers’ jobs https://t.co/3fIXqdnFxR ...
X @TylerD 🧙‍♂️
TylerD 🧙‍♂️· 2025-09-22 19:25
The robots are actively coming for our jobsStarting with airport coffee shop baristas https://t.co/6YloNEykPw ...
Stryker Expands R&D Facility in India to Boost Medtech Innovation
ZACKS· 2025-09-22 17:36
Core Insights - Stryker has expanded its R&D presence in India by opening a new facility in Bangalore, enhancing its commitment to medical technology innovation [1][4][8] - The new facility will focus on robotics, artificial intelligence, and digital solutions, aiming to accelerate product development and improve patient care [1][4][9] - This expansion is part of Stryker's strategy to leverage India's talent pool and dynamic healthcare ecosystem for global innovation [2][4][9] Company Developments - The new 140,000-square-foot facility in Bangalore complements Stryker's existing 220,000-square-foot campus in Gurgaon, creating a robust R&D network in India [8][10] - The Bangalore center includes advanced laboratories and a medical experience hub for healthcare professionals to engage with Stryker's products [8][9] - Stryker's market capitalization stands at $144.06 billion, with projected earnings growth of 10.8% for the current year [5] Market Performance - Following the announcement of the new facility, Stryker's shares closed flat, with a year-to-date gain of 6.5%, compared to the industry's 5.8% growth [3] - The expansion is expected to strengthen Stryker's position in emerging markets, particularly in India, which is one of the fastest-growing healthcare markets globally [4][9] Strategic Implications - The facility is designed to enhance Stryker's capabilities in next-generation technologies, supporting quicker time-to-market for high-growth products [4][9] - Stryker's disciplined approach to expansion indicates a focus on targeted capital deployment to strengthen its innovation capabilities and support sustainable growth [11]
Tesla Aims For Record Deliveries, AI And Self-Driving Edge Over Rivals: Analyst
Benzinga· 2025-09-22 15:35
Tesla TSLA is pushing toward record third-quarter deliveries while sharpening its focus on artificial intelligence and autonomy despite rising competition from Chinese EV makers.The company continues to lead on real-world AI and self-driving technology, even as brand challenges and political headwinds weigh on its outlook.Tesla stock gained on Monday after Piper Sandler analyst Alex Potter maintained an Overweight rating and raised its price forecast from $400 to $500.Also Read: Tesla’s Model YL Takes On To ...
924新政这一年(市场篇):赚钱效应激活 这一年A股究竟有何不同
智通财经网· 2025-09-22 13:16
Core Insights - On September 24, 2024, a significant transformation occurred in the A-share market following the introduction of a comprehensive financial policy by the central bank, the CSRC, and the financial regulatory authority aimed at supporting high-quality economic development and boosting market confidence [1][2] - The A-share market experienced a remarkable recovery, with the Shanghai Composite Index surging by 4.15% and the ChiNext Index soaring by 5.54% on the day of the policy announcement, leading to a sustained bullish sentiment in the following trading days [1][2] - By August 18, 2025, the total market capitalization of A-shares surpassed 100 trillion yuan, marking a historic milestone, while the annualized volatility decreased to 15.9%, indicating enhanced market stability [1][3] Market Performance - A-share indices transitioned from a state of decline to a broad-based rally, with the ChiNext 50 leading with a 116.14% increase, followed by the Sci-Tech 50 at 111.91%, and the ChiNext Index exceeding 100% growth at 101.96% [3][4] - Small-cap growth stocks emerged as the main drivers of this rally, with the small-cap growth index rising by 70.86%, significantly outpacing the large-cap growth index at 56.54% [3][4] Trading Volume and Investor Activity - A-share trading volume saw a substantial increase, with total trading volume reaching 405.63 trillion yuan in the year following the policy, a 115.22% increase from the previous year [5][6] - New investor accounts surged, with 3.06 million new accounts opened in the year following the policy, an 83.86% increase compared to the previous year [7][8] Financing and Institutional Investment - The financing balance in the A-share market rose to 23.86 billion yuan, with a daily average financing balance increasing by 25.19% [11][12] - Insurance funds also increased their equity investments, with the stock investment scale of life insurance companies rising by 31.56% from September 2024 to June 2025 [19][21] Fund Growth and Equity Investment - The public fund industry expanded rapidly, with the total number of funds reaching 13,240, an 8.79% increase year-on-year, and the net asset value of funds growing by 10.43% [22][24] - The number of newly issued equity funds surged by 79.91% in the year following the policy, reflecting a growing preference for equity investments among investors [22][24] Rise of Quality Enterprises - A number of leading companies, particularly in high-tech sectors, saw significant market capitalization growth, with companies like Industrial Fulian and CATL experiencing increases of 940.9 billion yuan and 794.9 billion yuan, respectively [26][28] - Traditional industry leaders also saw a resurgence, with companies like Kweichow Moutai and Industrial and Commercial Bank of China achieving notable stock price increases [27][28]
924新政这一年:赚钱效应激活,这一年A股究竟有何不同
Feng Huang Wang· 2025-09-22 12:08
Core Viewpoint - The A-share market has undergone significant transformation over the past year, transitioning from a bearish phase to a robust upward trend, driven by supportive policies and increased investor confidence [1][2]. Market Performance - A-share indices have experienced explosive growth, with the ChiNext 50 leading with a 116.14% increase, followed by the Sci-Tech 50 at 111.91%, and the ChiNext Index surpassing 100% growth at 101.96% [3][4]. - The small-cap growth index surged by 70.86%, significantly outperforming the large-cap growth index, which rose by 56.54% [3]. Trading Volume and Investor Activity - A-share trading volume saw a dramatic increase, with total trading volume reaching 405.63 trillion yuan, a 115.22% increase from the previous year [5][6]. - New account openings surged to 30.57 million in the year following the policy implementation, an increase of 83.86% compared to the previous year [7][8]. Financing and Leverage - The financing balance in the A-share market rose to 23.86 billion yuan, with a daily average financing balance increasing by 25.19% [10][11]. - Daily average financing buy amounts increased by 159.47%, indicating a strong influx of leveraged funds into the market [10]. Foreign Investment Trends - Southbound capital saw a significant increase, with net purchases reaching 110.97 billion HKD, a 148% increase from the previous year [12][13]. - Foreign institutional investors have also increased their holdings in A-shares, with total trading volume through the Stock Connect reaching 49.29 trillion yuan, an 82.13% increase [15][16]. Institutional Investment - Insurance funds have increased their stock investments, with the investment scale rising to 28.73 billion yuan, a 31.56% increase [18][20]. - Public funds have expanded significantly, with the total number of funds reaching 13,240, an 8.79% increase, and equity funds becoming the mainstream investment choice [21][23]. Company Performance - Notable companies such as Industrial Fulian and CATL have seen substantial market capitalization growth, with increases of 940.9 billion yuan and 794.9 billion yuan, respectively [25][26]. - Traditional industry leaders like Kweichow Moutai and Industrial and Commercial Bank of China also experienced significant stock price increases, reflecting a market preference for stable, high-dividend companies [26][27]. Corporate Financial Strategies - Companies have increased their investments in diversified financial products, with bank wealth management subscriptions rising by 1.93% and securities company wealth management subscriptions increasing by 9.21% [28][29].
Abu Dhabi's TII and NVIDIA Launch Middle East's First Joint ‘AI & Robotics' NVAITC Research Lab
Businesswire· 2025-09-22 09:34
Group 1 - Abu Dhabi's Technology Innovation Institute (TII) and NVIDIA have launched the Middle East's first joint 'AI & Robotics' research lab, named NVAITC [1] - The collaboration aims to advance research and development in artificial intelligence and robotics, positioning the region as a hub for innovation in these fields [1] - This initiative is expected to foster partnerships between academia and industry, enhancing the skill set of the local workforce and driving economic growth [1]
Nvidia, Abu Dhabi institute team up to launch AI, robotics lab in UAE
Seeking Alpha· 2025-09-22 08:47
Nvidia (NASDAQ:NVDA) and Abu Dhabi's Technology Innovation Institute have launched a joint research lab in the United Arab Emirates which will focus on developing next-generation AI models and robotics platforms, Reuters reported. The joint research hub is the first Nvidia ...
收评:主要股指宽幅整理后普遍收涨 半导体股及元器件股领涨
Xin Hua Cai Jing· 2025-09-22 07:30
融智投资:以红利为代表的大蓝筹指数调整充分,权重指数的预先整理,对于市场稳健运行是好事。回 归到技术面,从长周期来看,不单是月线还是周线上升趋势都完好。短期震荡只是上升过程当中的节奏 变化。随着筹码的交换,市场的上升动力将会逐步的修复。 消息面上 新华财经北京9月22日电(罗浩)沪深两市三大股指22日早间普遍高开,各股指全日呈宽幅整理态势, 收盘时普遍上涨。当日,沪指振幅达0.67%,收盘涨0.22%;深成指振幅达1.16%,收盘涨0.67%;创业 板指振幅达1.76%,收盘涨0.55%。 板块方面,半导体和元器件板块当日整体涨幅靠前,立讯精密收于10%涨停,长盈精密收于20%涨停并 创历史新高,中芯国际、海光信息、工业富联大幅上涨并创历史新高。AI手机PC、无线耳机、存储芯 片、AI眼镜、EDA概念、MCU芯片、消费电子、Sora概念、培育钻石、液冷服务器、贵金属等板块亦 有显著上涨。影视院线、酒店餐饮、旅游、造纸等板块跌幅靠前。 截至收盘,沪指报3828.58点,涨幅0.22%,成交额约9418亿元;深成指报13157.97点,涨幅0.67%,成 交额约11797亿元;创业板指报3107.89点,涨幅0. ...