Core Viewpoint - The article outlines the agenda for a two-day training event hosted by CICC, focusing on macroeconomic analysis, market strategies, and various industry research frameworks. Group 1: Day 1 Agenda - The first day includes sessions on macroeconomic analysis led by Zhang Wenlang, Chief Macro Analyst at CICC, and discussions on A-share market strategies by Li Qiuxu, Chief Domestic Strategy Analyst [5][6]. - Other topics include overseas assets and Hong Kong market research, global asset allocation frameworks, and industry-specific analyses such as banking and insurance [5][6]. - The day concludes with insights into the transportation industry and a discussion on the stability and changes within this sector [6]. Group 2: Day 2 Agenda - The second day features sessions on cloud reconstruction and AI evolution, presented by Jia Shunhe, Chief Hardware Analyst at CICC [7][8]. - Discussions will also cover the internet industry, pharmaceutical industry research frameworks, and the impact of healthcare reforms on investment opportunities [7][8]. - Additional topics include consumer research frameworks, retail and beauty industry analysis, and the emerging pet economy [8].

Moneta外汇观察到，半导体市场迎来一位强劲新秀——Ambiq Micro在纽约证券交易所首日上市后股价暴涨超过60%，表现令人瞩目。这家来自美国德州奥 斯汀的低功耗芯片设计公司，通过首次公开募股（IPO）成功筹资9600万美元，正式进入资本市场舞台。 从营收结构看，Ambiq主要客户包括科技巨头Alphabet（Google母公司）、Garmin和华为，三者合计占其年度营收的85%以上。这一集中度虽高，但也反映 出其技术产品在高端应用领域已获得核心客户的高度信赖。 Moneta外汇认为，Ambiq的核心竞争力在于其超低功耗芯片技术。根据公司首席技术官Scott Hanson的介绍，Ambiq最新一代芯片将聚焦于智能眼镜等设备， 这类产品对电池续航有极高要求，因此对低功耗运算方案的依赖性极大。Ambiq表示，其芯片能够在极小的能源预算下运行语音识别与图像识别算法，这一 特点或成为其抢占下一代可穿戴智能设备市场的关键武器。 Ambiq Micro的主营方向是研发超低功耗计算芯片，尤其适用于智能穿戴设备如智能手表、健身追踪器等。Moneta外汇注意到，此次IPO发行价为每股24美 元，上市首日盘中最高飙升至近1 ...