[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.
Hong Kong's electric vehicle stocks quietly staged a comeback! Nio Inc and Xiaopeng surged 30% this month, with bullish news frequently occurring. Will the sales performance in September and October exceed expectations?
With recent unexpected 50 basis points rate cut by the Federal Reserve and multiple bullish factors such as China's policy measures, the Hong Kong stock market has seen a long-awaited sharp rise. Among them, driven by the frequent transmission of positive factors in the autos industry, the electric vehicles sector has ushered in a strong upward trend, with an overall increase of over 11% since September, the rising momentum is impressive!
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.
[Data Analysis] Large reduction in short positions of IM futures, speculative funds and algo working together to sell shijiazhuang changshan beiming technology.
1. IM main contract short positions decreased by more than a thousand lots, while long positions slightly increased. 2. Hongmeng and state-owned enterprise reform concept stocks shijiazhuang changshan beiming technology were sold by two first-line institutional investors and simultaneously sold by a quantitative institutional investor for over 50 million.
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.
In a conversation with Ding Chaofan, the head of the giant network group AI lab, he is bullish on the future game form of non-linear open world, and optimistic about the directions of multimodal and AI Agent applications.
At the recent 2024 Yunqi Conference, the "AI Endgame Challenge" gameplay of Giant Network's popular logic party mobile game "Space Kill" made its debut at the exhibition and attracted attention. Ding Chaofan, the head of Giant Network's AI Laboratory, stated that the industry is still in the early stage of exploring AI Agents. He revealed that the team will focus on two main directions: multimodal capabilities and AI Agents.