Revealing the holdings direction of the "National Team" annual report! A list of stocks with increased Shareholding in Q4.

① With the annual reports of A-shares being released one after another, the latest Hold Positions of the "national team" (only Statistics China Securities Finance and Central Huijin) are also coming to light; ② Attached is the list of Shareholding A-shares by the national team for the fourth quarter of 2024 (attached table).

cls.cnApr 6 15:00

After a continuous reduction in volume, short-term sentiment has reached a freezing point. Can the recovery of AI computing power lead to a market rebound?

Although the market experienced some degree of recovery yesterday afternoon, the rebound strength remains relatively weak, and the short-term trend continues to show a weak adjustment structure.

cls.cnApr 1 09:23

[Market Data] The trading volume of multiple GFNZ100 has surged as leading capital speculates on Hang Zhou Iron & Steel.

① The trading volume of multiple GFNZ100 has surged, among which the Chinaamc NASDAQ 100 ETF(QDII) saw a 387% increase compared to the previous trading day. ② The limit-up computing concept stock Hang Zhou Iron & Steel was purchased by a leading speculative fund seat while also facing sells from two leading speculative fund seats.

cls.cnMar 31 17:51

The gross margin of the main products is negative, and Angang Steel lost over 7 billion yuan last year | Interpretations

1. Angang Steel's net income for 2024 is 7.122 billion yuan, a year-on-year decline of 118.8%, possibly setting a new high for losses in the Steel industry. 2. The gross margin for the company's main products, including cold-rolled, hot-rolled, and medium-thick plates, is all negative.

cls.cnMar 30 22:15

The signal for price increase in cloud-based services has appeared, signaling the start of an upward cycle in computing power.

With the gradual release of deep thinking models such as Deepseek R1 and openAI o1/o3, the demand for high-performance computing on the inference side is rapidly being unleashed, leading to a rapid expansion of Capex by major companies like Alibaba and Tencent, with a quarterly capital expenditure increase of over 250% in Q4 2024, marking the formal entry of the cloud upstream into a new upward cycle.

Guosheng SecuritiesMar 24 11:06

[Data Analysis] The IF futures are significantly increasing long positions as well-known speculative funds are bottom-fishing Hang Zhou Iron & Steel.

① The Block Orders for the IF index futures contract saw long positions increase by over 7,000 lots, with the amount of increase clearly greater than that of short positions. ② The activity of first-tier speculators declined contrary to the trend, with Hang Zhou Iron & Steel experiencing a limit down, purchased by CITIC SEC's Xi'an Zhuque Street branch for over 40 million.

cls.cnMar 14 17:53