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Undeterred by the "Trump shock"! Global electric vehicle sales surged in April, with the Chinese market experiencing a robust increase of 32%.
In April, Global sales of pure electric and plug-in hybrid autos grew by 29% year-on-year, reaching 1.5 million vehicles. Sales in the China market increased by 32% to 0.9 million vehicles, sales in the Europe market rose by 35% to 0.3 million vehicles, while sales in the North America market fell by 5.6% to 0.1 million vehicles. The Trump tariff policy had minimal impact on electric vehicle sales, but the trade agreements reached with the United Kingdom and China are positive signs for the industry.
The large-scale deployment of 5G-A is accelerating! The low-altitude economy, smart parks, and others are ushering in a period of Gold development.
① In terms of B-end applications, AI parks, smart factories, low-altitude economy, and smart ports have become the first to be implemented scenarios. For C-end Consumer scenarios, operators focus on differentiated experiences in business travel, live streaming, and gaming. ② Currently, ultra-large uplink and downlink, Lightweight are the main focuses of the current 5G-A promotion, while low latency with determinism and integrated sensing will be the direction for further efforts.
JD.com Q1 2025 Earnings Conference Call
Options Trade for Earnings This Week: OKLO, Walmart and BABA
The bullish outlook from the China-US trade has ignited the enthusiasm of buyers, causing the Market Cap of the "Seven Giants" in the US stock market to soar by 6 trillion overnight!
① On Monday, following the agreement between China and the United States to mutually lower tariffs, the US stock market surged significantly; ② the Market Cap of the Magnificent 7 skyrocketed by 837.5 billion USD (approximately 6 trillion RMB), marking the largest increase since April 9. ③ Analyst Ives from Wedbush predicts that the US stock market and Technology stocks will reach new highs in 2025.
Alibaba And JD.com Are Literally Paying The Price As China Delivery Wars Heat Up
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