[Data Observation] IM index futures shorts significantly increased positions, while frontline speculators are intensely competing for Founder Technology Group.
① The main contract for IM期指 saw short positions increase by nearly 10,000 lots, with the increase in quantity significantly greater than the long positions. ② In the PCB concept stocks, Founder Technology Group received Buy orders from two major speculative funds, while also experiencing Sell orders from two major speculative funds, including 0.285 billion bought by the Ningbo branch of Lianchu Securities.
The popularity is second only to ChatGPT! How much computing power does ByteBean need to support it? Which companies are likely to benefit?
The analyst team at Minsheng Securities stated that as ByteDance continues to deepen its layout in AI, the demand for computing power, data, and energy consumption solutions will significantly increase, which will also drive growth in AI Education, advertising services, and other Industries.
bse's second IPO application was withdrawn after passing the review, yonyou network technology's subsidiary failed to go public through spin-off, with 54 withdrawn applications within the year being six times the total for the previous year.
① Since the normalization of IPO reviews in May, performance issues have become one of the key concerns for companies going public. Nearly 90% of the companies going public have been asked about related issues; ② It is worth noting that the number of IPO companies whose reviews were terminated after passing the review has increased significantly this year.
Telecommunication server hundred billion centralized procurement launched! Lenovo, ZTE, Inspur Electronic Information Industry and others shortlisted.
①In the centralized procurement project of china telecom's servers (2024-2025), Lenovo won a total of over 1.2 billion l orders. ②According to the list of winning candidates, the highest bidding quote (including tax) for each package reached approximately 17.7 billion yuan, with ZTE, sichuan Huakun Zhenyu, Kunlun Technology, Super Fusion, and inspur electronic information industry winning the bids.
Net profit reached a maximum of 4.75 billion yuan, and the performance forecast for the top three semiconductor equipment leaders with 200 billion in the first three quarters was released. | Highlights of the post-market announcement.
Inspur Electronic Information Industry: It is expected that the net income for the first three quarters will increase by 61.34%-74.24% year-on-year.
Large-scale all-in-one machines are becoming a trend! The importance of model fine-tuning is highlighted. Inspur Electronic Information Industry's latest entry into the industry.
①All-in-one machines have become a popular trend in the commercial exploration of large models, with large model manufacturers, ICT service providers, and ISV service providers all making layouts. ②At present, in the publicly tendered AI projects, hardware and services account for over 90% of the total amount, and Inspur Electronic Information Industry's all-in-one machine integrates hardware with solutions tailored for large models. ③The industry is focusing on model fine-tuning and inference, highlighting the importance of fine-tuning.