[Data Analysis] Short positions in IH and IF stock index futures increased significantly, with institutions selling more than 0.6 billion and dumping hithink royalflush information network.
① The short positions of the main contracts for IH and IF index futures have added more than 9,000 contracts, significantly more than the long positions. In addition, the long positions of IC and IM contracts have both significantly reduced. ② hithink royalflush information network was sold by two institutions totaling 0.64 billion, while the stock was fiercely battled by first-tier private equity funds.
1.5 billion! The large-scale model unicorn Intelligent Spectrum Ecological Fund has completed its first closing. Beijing State-owned Assets and listed companies are limited partners.
The fund is led by Chipu, and jointly established in cooperation with Shijingshan Modern Innovation Industrial Development Fund, Guangdong Aofei Data Technology and other ecosystem partners; As of October, Z Fund has already deployed dozens of companies such as Basic Flow Technology, Wumen Core Sky, etc.
The decline in revenue and loss of more than 70 million yuan in a single quarter of nsfocus technologies group's Q3 may lead to a disappointing "peak season harvest" in the cybersecurity market. | Interpretations
Among the top 20 companies in the csi information security industry with revenue in H1 this year, the top 10 all suffered losses, and the industry-wide losses in network security continued in the first three quarters. Market attention is focused on the "peak season harvest" in the second half of the year, but nsfocus technologies group still reported a large loss of over 70 million yuan in Q3.
[Data Analysis] Chongqing Zonsen Power Machinery suffered from various funds selling off, while four first-tier private equity funds joined forces to compete for Shenzhen Infogem Technologies.
①Low-altitude economic concept stock chongqing zonsen power machinery was sold by institutions by over 60 million, sold by a retail investor seat by 0.136 billion, sold by algo seat by over 80 million. ②Fintech concept stock shenzhen infogem technologies was bought by four frontline retail investor seats, with each seat buying amount exceeding one hundred million yuan.
Concept Dynamics | Cailian News Theme Library Adds "Zhipu AI"
① On October 25, 2024, Zhipu AI launched AutogLM, an autonomous smart device. AutoGLM is a mobile phone operation assistant that simulates users clicking on the screen and a browser assistant that clicks on the web. Currently, it can be used with 8 well-known applications including WeChat, Taobao, Meituan, and Xiaohongshu. ② A list of Smart Spectrum AI concept stocks.
nvidia zhongji innolight enters the market! The high-speed rate optical module shipments drive the demand for optical chips to double. Which domestic manufacturers can get a share?
①AI drives demand for high-speed optical modules, leading to a shortage of optical chips, with international major factories announcing price hikes; ②The demand for optical chips is expected to continue to rise, guangdong, Wuxi, nvidia, and others have recently announced investments or support for the development of optical chips; ③Currently, the high-speed optical chip market is still mainly dominated by overseas manufacturers, with domestic 100G EML optical chips still not shipping in large quantities.