Northbound funds report a large buy transaction: Luxshare Precision Industry gained a net sell of 326 million yuan.
On June 24th, the net sell of northbound funds was 403 million yuan for the whole day.
Continuous news of ultra high pressure bidding. Institutions say that this investment peak is expected to last for more than 5 years.
Recently, there have been constant news about ultra high voltage tenders. Against the background of the construction of a new power system, the construction of ultra high voltage is expected to continue to advance. Galaxy Securities' research report pointed out that the previous peak investment in ultra high voltage generally lasted for about 2 years, but this round of peak is optimistically estimated to exceed 5 years. It is expected that there will be about 27-32 new direct current transmission channels for external transmission during the "14th Five-Year Plan" and "15th Five-Year Plan" period, with a stock of 4 lines, 5 under construction, and a gap of 18-23 lines.
The AI wave is driving a boom in consumer electronics, and this subdivision of semiconductors is quietly strengthening.
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The National Energy Administration proposed to enhance the power grid's resource allocation capability. The industry's investment potential may further be released.
The National Energy Administration has issued a notice on ensuring the high-quality development of new energy by improving the capacity of power grid resource allocation. Since the 14th Five-Year Plan, the construction has entered a new energy transition phase. With the increase in the number of intelligent substations at different voltages and their transformation, the huge potential of the smart grid industry will be further unleashed.
Giants are planning to ship 170 million AI phones this year
① According to industry media reports, there is news that Honor will integrate Google's artificial intelligence (AI) functions into its upcoming smartphone to provide a generative AI experience. ② IDC predicts that in 2024, global shipments of next-generation AI phones will reach 170 million units, accounting for about 15% of total smartphone shipments.
Opinions | Analysis of the impact of the Hang Seng Index and Hong Kong Stock Connect adjustments
The scope of this adjustment covers the main flagship indices of Hong Kong stocks, such as the Hang Seng, the State-owned Enterprises Index, and the Hang Seng Technology Index; in addition, there are also partial adjustments to the Hang Seng Composite Index, which directly determines the scope of investment in Hong Kong Stock Connect.