The popularity is second only to ChatGPT! How much computing power does ByteBean need to support it? Which companies are likely to benefit?

The analyst team at Minsheng Securities stated that as ByteDance continues to deepen its layout in AI, the demand for computing power, data, and energy consumption solutions will significantly increase, which will also drive growth in AI Education, advertising services, and other Industries.

wallstreetcnDec 17 00:51

This week, another 10 companies added! Hangzhou Hikvision Digital Technology and several other stocks have disclosed shareholding repurchase plans and renewed loan plans, a list of related A-shares is as follows.

① This week, the special loans for Share Buyback and Shareholding continue to surge. According to incomplete Statistics from Caixin, 10 A-share listed companies announced the relevant situation of Share Buyback and Shareholding related to re-loans (attached table); ② Hangzhou Hikvision Digital Technology plans to use its own funds and special loans for the largest amount of share buyback, with a maximum not exceeding 2.5 billion yuan.

cls.cnDec 14 15:22

The global auto chip innovation conference is about to be held, and the demand for auto chips in China is expected to continue growing.

① The China Automotive Industry Association announced that the 2024 Global Auto Chip Innovation Conference, co-hosted by the China Automotive Industry Association and the China Automotive Industry Economic and Technological Research Institute Co., Ltd., will be held in Wuxi from December 5th to 6th. ② HTSC's Xie Chunsheng is bullish on the continued growth of demand for auto chips in China.

cls.cnDec 5 07:57

【Data Observation】The trading volume of siasun robot&automation etf has increased significantly, with speculative funds and algo collaborating to scoop up gosuncn technology group.

1. Siasun Robot&Automation ETF (562500) trading volume increased by 49% compared to last Friday, and the ETF trading volume has significantly increased for two consecutive trading days. 2. Asia Vets concept stocks Gosuncn Technology Group received buy orders totaling nearly 0.3 billion yuan from four A-share leading institutional investors, and also received buy orders exceeding 70 million yuan from a algo institutional investor.

cls.cnDec 2 17:57

Multiple billion-dollar private equity funds are conducting research on Hangzhou Hikvision Digital Technology, Luxshare Precision Industry, with Feng Liu, Deng Xiaofeng, and Lin Peng never absent.

1. The proportion of the top ten private equity funds in the private equity research list with assets under management exceeding 10 billion yuan has decreased. CFMCC Wealth Management, the top-ranked firm, is the only one that has been researched more than a thousand times this year. 2. Private equity funds are generally more focused on stocks listed on the STAR Market. 3. Many top private equity funds with assets under management exceeding 10 billion yuan are still focusing on researching Hangzhou Hikvision Digital Technology and luxshare precision industry. 4. So far this year, Feng Liu has conducted research on Hangzhou Hikvision Digital Technology three times, while Deng Xiaofeng has conducted research on luxshare precision industry four times.

cls.cnDec 1 14:51

The global data cross-border flow cooperation initiative has been released. The cni data factor index industry is expected to undergo a qualitative change.

According to the WeChat official account of China's Cyberspace Administration, china's State Internet Information Office has proposed a global initiative for cross-border data flow cooperation, aiming to balance the relationship between technological innovation and security, economic development, and personal privacy protection. tianfeng believes that with the implementation of the top-level detailed rules for cni data factor index, the accelerated promotion of typical application cases, the industry is expected to undergo a qualitative change.

cls.cnNov 21 08:05