Approaching a 20cm limit down! This week, 10 listed companies announced that the company or related parties are under investigation by the CSRC, with popular chip stock infotmic co.,ltd included.
①infotmic co.,ltd announced on October 23 that the personnel of the restructuring related parties were filed for suspected insider information disclosure. This week, a total of 10 listed companies announced that the company or related parties had been filed by the China Securities Regulatory Commission (see table); ②The filing notice dealt a blow to multiple stocks, with Nanwei Corporation, Noitai Biology, and china harzone industry corp. respectively falling by 5.53%, 8.11%, and 11.79% the day after the announcement.
Technology stocks are experiencing another outbreak, igniting market bullish sentiment. Grasping intra-day rotational opportunities remains crucial.
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Ruikeda: Orders in the third quarter have increased compared to the previous quarter, and the flying car project is progressing. Earnings conference in progress.
①In terms of gross margin in the third quarter, the company's chairman stated that with the fall in prices of major raw materials, the continuous growth in revenue scale, and the reinforced control of various cost expenses, the company's cost pressure has been somewhat relieved, and the gross margin has rebounded somewhat; ②Ruike has solutions for high-speed copper cable products for high-speed data transmission, and is currently communicating with customers about the product plan.
[Data Analysis] Gold ETF turnover increased significantly month-on-month, with an institution buying the dip at 0.25 billion in shenzhen huaqiang industry.
① The gold concept stocks rose sharply today, with the trading volume of multiple gold ETFs increasing significantly compared to yesterday, among which the trading volume of gold ETF (159934) increased by 129% compared to the previous day. ② Shenzhen Huaqiang, which hit the limit down at the end of the day, was bought by an institution with a position of 0.25 billion.
The delivery in the second half of the year has entered the peak season, and institutions believe that the performance of power grid enterprises is expected to be further released.
①In the first half of 2024, the performance of power grid enterprises generally showed a steady growth trend, and in the second half of the year, with the delivery entering the peak season, the performance elasticity is expected to further increase. ②According to the data from the National Energy Administration, from January to July, the investment in power generation projects of major power generation enterprises across the country reached 415.8 billion yuan, an increase of 2.6% year-on-year; the investment in grid projects reached 294.7 billion yuan, an increase of 19.2% year-on-year.
[Data Monitoring] The trading volume of multiple Hong Kong stock ETFs has increased significantly. The "retail investors' stronghold" has dominated the top five buy-ins in Shenzhen Huaqiang for two consecutive days.
Among the top ten ETFs with the highest turnover growth compared to yesterday, 6 of them are related to Hong Kong stocks, among which the turnover of the Hang Seng Tech Index ETF (513180) increased by 106% compared to the previous day. Previously, the market's hot stock leader Shenzhen Huaqiang continued to hit the limit down for 2 consecutive days, and the top five seats for buying on the Dragon Tiger List for these 2 trading days were all from the Lhasa branches of East Money Information.