Foreign investment intensively raises target prices for China assets! How will the Hong Kong and A-share markets evolve next?
China's assets target price received another round of intensive upgrades! At the same time, international investment banks JPMorgan and UBS Group both raised their 2024 economic growth forecast for China to 4.8%.
High demand for high-speed optical modules in the AI era! Zhongji Innolight's net income in the third quarter increased by over 100% | Financial Report Insights
With the continuous development of AI technology by major technology companies, there is a significant increase in demand for high-speed optical modules as the underlying hardware. As a global leader in high-speed optical modules, zhongji innolight has a high market share in optical communication modules, with the shipment volume of 5G and 800G optical communication modules ranking at the forefront of the market.
Share buyback and shareholding loans are quickly implemented! Industrial and Commercial Bank of China, Bank of China, China Construction Bank, China Merchants Bank, Citic Bank, and other banks have announced progress. Some banks have cooperation intention
①As of now, Bank of China has reached cooperation intentions with nearly a hundred listed companies, explicitly committing loans to 32 listed companies, covering industries such as integrated circuits, transportation, high-end manufacturing, and business services; ②The bank stated that it will strictly adhere to the risk compliance bottom line, rigorously prevent crediting funds that do not meet the conditions of the stock increase stake & buy back and reloan policy from illegally flowing into the stock market.
Technology stocks are experiencing another outbreak, igniting market bullish sentiment. Grasping intra-day rotational opportunities remains crucial.
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"Repurchase, shareholding, and re-lending" is quickly implemented! The scale has exceeded 10 billion yuan, with central enterprises leading the trend.
①Yesterday, the first batch of 23 listed companies have disclosed information on shareholding, repurchasing, and additional financing, with the total amount involved exceeding one billion yuan; ②Among central state-owned enterprises, two major shipping giants, China Merchants Group and cosco shp sg, have multiple companies involved, while private enterprises are represented by industries such as aquaculture, photovoltaics, and semiconductors; ③Market participants believe that the new policy on additional financing has received enthusiastic responses, which will help further activate the market and bring more liquidity.
Consumer electronics season accelerates recovery, lens technology Q3 net profit increases by more than 30% | Quick Read Announcement
①The consumer electronics industry entered the traditional peak season in the second half of the year, with Lens Technology achieving double growth in revenue and net income in the first three quarters. ②This year, flagship phones will be intensively released in Q4, coupled with AI applications to strengthen this round of replacement cycle, the industry chain's prosperity is expected to continue to improve.