Hong Kong stocks have a new opportunity! The semiconductor sector is soaring, with hg semi closing up more than 280%.
Today, the sector with the largest increase in the Hong Kong stock market is no longer brokerage and real estate, but semiconductors.
Express News | Contract research organizations surged violently in the final trading session of Hong Kong stocks, with Tigermed soaring nearly 28%, Pharmaron rising over 22%, Joinn Laboratories up more than 17%, Wuxi Apptec up over 16%, and Wuxi Bio up over 14%.
Hong Kong stocks have been soaring for days on heavy volume, haven't jumped on board yet? These directions are still worth paying attention to.
In recent days, the heavy-duty policy bullish continues to catalyze, with large funds actively buying assets in China, and the market's bullish sentiment towards China has been fully ignited. Beneficiary sectors have already risen in advance. Lowering mortgage rates is bullish for consumer spending, with sectors like alcohol, gold, and jewelry taking the lead, while opportunities for biomedical and real estate stocks are worth looking forward to.
[Data Analysis] The four major stock index short positions are increasing against the trend, and two first-line hedge funds are selling shenzhen infogem technologies together.
①The short positions of the four major stock index futures have all increased by over a thousand lots, with IH, IF, and IM contracts showing significantly more short positions than long positions. ②Shenzhen Infogem Technologies, which has hit the limit for 6 consecutive days, was collectively sold by the Sangtian Road Department of Guosheng Securities and the Jiangsu Road Department of Shanghai Gtja, with the total sell amount exceeding 90 million.
Meta unveils AR glasses Orion, this category is expected to become the next 1 billion-level consumer electronics product.
①At the annual developer conference held in Menlo Park, California on September 25th, Meta's CEO Mark Zuckerberg showcased a prototype product called Orion AR glasses. ②Western Securities stated that AR glasses are expected to become the optimal solution for edge AI landing. With the active layout of the industry chain and the gradual maturity of the technological path, combined with edge AI empowerment, accelerated shipments of AR glasses are expected.
Huawei Cloud releases HuaZhi Big Model 5.0. Rapid progress in the domestic AI big model industry.
① The Huazhi University Model Industry Application Seminar with the theme of “Symbiosis of Digital Intelligence and Win-win Industry” was held in Shanghai. The conference was co-hosted by Tongfang Knowledge Network and HUAWEI CLOUD. At the conference, Huazhi Grand Model 5.0 was released. ② The Hualong Securities Research Report said that technically, the domestic AI big model industry is developing rapidly, and leading manufacturers have basically completed comprehensive benchmarking of the GPT series models.