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.
Two information service providers join hands, "Kaipanla" lifts Shenzhen Infogem Technologies and sees two limit-up. Is it a strong alliance in business or a way to go public?
①shenzhen infogem technologies and the 'Kailai' app, as the latter's acquisition of 7% of the former has ignited market attention; ②shenzhen infogem technologies and 'Kailai' have the same core business, and there is speculation within the industry that there may be a possibility of business integration; ③Market rumors suggest that this equity transfer may involve backdoor listing, which shenzhen infogem technologies has explicitly denied.
Jiangsu Provincial Data Group unveiled, institutions said that the annual growth rate of the data industry is expected to exceed 20%.
①According to media reports, recently, Jiangsu Data Group Co., Ltd. was established with a registered capital of 3 billion yuan. The company is jointly owned by Jiangsu Communications Holdings Co., Ltd., Jiangsu Broadcasting Cable Information Network Corporation, etc. ②Huachuang Securities analysis said that the development of the data industry has achieved significant results, and the CAGR (Compound Annual Growth Rate) is expected to maintain above 20% in the next few years.
The latest holding positions of the retirement fund have been exposed: In the second quarter, there were 61 new stocks in the top ten shareholders list, with Zhejiang Weixing Industrial Development and other stocks held by 2 shareholders.
① With the completion of the semi-annual report disclosure of listed companies, the top ten circulating shareholders of 188 stocks in the retirement fund appeared frequently; ② Among them, among the top ten circulating shareholders of 61 new stocks, Zhejiang Weixing Industrial Development, National Investment Intelligence and other 5 stocks each obtained 2 new shareholdings from the retirement fund; ③ Attached is the number of new shareholding institutions and A-share list in the second quarter of the retirement fund (see attached table).
Internet security vendors are experiencing widespread losses, and the industry's downward trend is difficult to conceal due to seasonal factors. It is urgent to find new sources of revenue.
In the first half of the year, only 3 out of the top 20 companies in the csi information security index achieved profitability, while all of the top 10 suffered losses. Financial reporters from CaiLian News learned through multiple interviews that the losses were mainly caused by periodic project cycles and seasonal factors affecting payment collection. Analysts point out that in the context of downstream customers, primarily government clients, facing significant financial pressure and declining purchasing power, the network security industry needs to expand its market to more commercial clients.
The largest batch within the year! 117 domestic games have been approved for release, including NetEase and other listed game companies.
Following the approval of 15 imported games at the beginning of the month, 117 domestic games were issued with licenses this month, making it the month with the highest number of domestic game licenses issued so far this year.
Did Softcom Power's loss of 0.154 billion in the first half of the year enable the company's performance in the long term? | Interpretations
In the first half of 2024, Pactera achieved revenue of 12.526 billion yuan, a year-on-year increase of 45.98%; net loss attributable to the parent company was 0.154 billion yuan, a year-on-year decrease of 176.17%; Under the wave of AI at the edge, the revenue generated in the high-tech and manufacturing field reached 4.094 billion yuan, a year-on-year increase of 268.73%.
Is the energy density of 280Wh/kg lower than expected? guangzhou great power energy and technology's solid state battery 'major breakthrough' announcement caused the stock price to drop by more than 8%.
Guangzhou Great Power Energy and Technology releases its first generation solid state battery, using self-developed inorganic composite solid electrolyte layer to replace the separator and electrolyte; In contrast to the two consecutive 20 cm limit-up announcements in the past, today the company's stock price fell over 8%.
AI smartphones drive the upgrade of heat dissipation materials, related products are expected to see an increase in both quantity and price.
① One of the world's largest consumer electronics exhibitions, the IFA Berlin Consumer Electronics Exhibition will open on September 6, 2024. This year marks the 100th anniversary of the event. ② Minsheng Securities Fangjing believes that the localized operation of large models presents new challenges for the power management and heat dissipation efficiency of AI terminals, driving the upgrade of heat dissipation materials.
The performance of ourpalm co.,ltd. is supported by the game 'Da Sheng's Support', while the cost of buying traffic for mini-games has increased, dragging down net profit | Interpretation of financial report.
① In the first half of the year, the domestic gaming industry faced growth pressure, and Ourpalm Co.,Ltd. achieved stable revenue with the small game "Monkey King Holds On"; ② The cost of acquiring users for small games has increased, and Ourpalm Co.,Ltd.'s sales expenses have increased significantly, dragging down its net income; ③ The company's "AI+UGC" global strategy has made certain progress.
Gross margin declined and R&D investment increased, Thunder Software Technology's H1 net profit decreased more than 70% year-on-year | Interpretation of financial report
In H1 2024, Thunder Software Technology achieved revenue of 2.401 billion yuan, a year-on-year decrease of 3.39%; net income attributable to shareholders of 0.104 billion yuan, a year-on-year decrease of 73.1%. Due to the long acceptance cycle of the car manufacturers and the untimely shipment of some models, the growth rate of the smart automobile business has slowed down. The company stated that it will continue to expand into the global market and invest in innovative applications.
The giants are deeply promoting the development of the quantum field, and quantum communication is expected to be the first to be implemented.
①China Telecom is actively promoting "quantum+" to build operator-level security capabilities. ②China Great Wall Securities pointed out that China has now built a quantum backbone network and metropolitan area network based on optical fiber, and launched quantum communication satellites, forming a wide-area quantum key distribution network that integrates heaven and earth.
Benefiting from increased downstream demand and mass production of new products, Allwinner Technology's H1 turned from a loss to a profit. | Interpretations of financial reports
After a sharp drop in stock prices in the afternoon, the half-year report of Allwinner Technology will be released tonight, and the main financial indicators are within the previously announced performance range. Benefiting from the recovery of the semiconductor industry, increased downstream demand, and mass production of new products, the company achieved a record high revenue in the first half of the year since its listing, and the net income turned positive year-on-year.
The business expansion is affected. Beijing Supermap Software's net profit in the first half of the year has decreased by more than 30%. The company is "very optimistic" about the low-altitude market. | Interpretation of financial report
①In H1 of this year, Beijing Supermap Software achieved revenue of 0.637 billion yuan, a decrease of 7.76% year-on-year, with a net income attributable to the parent company of 0.034 billion yuan, a decrease of 35.99%; ②The company stated that the decline in performance was influenced by the macro environment and the progress of business expansion, and the proportion of revenue in the second half of the year is relatively high; ③The company previously announced a collaboration with Sichuan Jiuzhou Electric Investment Holding Group Co., Ltd., stating optimism about the low-altitude market.
Various AI applications in different categories are constantly emerging domestically, and the prosperous AI ecosystem may drive related companies' explosive performance.
On August 19, the jointly established "AIGC (Generative Artificial Intelligence) Joint Innovation Laboratory" by the China Central Broadcasting and Television General Station and Zhejiang University was unveiled. Hao Jin Securities' Ni Shuang said that the pace of large-model releases is gradually slowing down, and the development of AI applications in various categories is intense and gradually showing advantages in overseas markets, which may promote the construction of the AI ecosystem.