Multiple billion-dollar private equity funds are conducting research on Hangzhou Hikvision Digital Technology, Luxshare Precision Industry, with Feng Liu, Deng Xiaofeng, and Lin Peng never absent.

1. The proportion of the top ten private equity funds in the private equity research list with assets under management exceeding 10 billion yuan has decreased. CFMCC Wealth Management, the top-ranked firm, is the only one that has been researched more than a thousand times this year. 2. Private equity funds are generally more focused on stocks listed on the STAR Market. 3. Many top private equity funds with assets under management exceeding 10 billion yuan are still focusing on researching Hangzhou Hikvision Digital Technology and luxshare precision industry. 4. So far this year, Feng Liu has conducted research on Hangzhou Hikvision Digital Technology three times, while Deng Xiaofeng has conducted research on luxshare precision industry four times.

cls.cnDec 1 14:51

[Data Analysis] Block orders of IM futures significantly increased their long positions, with funds from multiple sources joining hands to rush to subscribe to China Wafer Level CSP.

①The main contract for IM futures saw a significant increase in long positions by over 7,000 lots, with the number of additional positions clearly exceeding the short positions. ②Chip stock China Wafer Level CSP attracted institutions, speculative funds, and algo funds to buy in, with Huaxin Securities Shanghai Wanping South Road branch buying 0.26 billion.

cls.cnNov 12 18:05

【Data Analysis】The trading volume of multiple broad-based index ETFs has increased significantly, with ofilm group co., ltd being sold off by a "mysterious seat" for nearly 1 billion.

①The trading volume of multiple csi 300 index, csi 500 index, and csi 1000 index increased significantly compared to yesterday, with the trading volume of guangfa300 ETF Fund (510360) increasing by 168% compared to the previous day. ②Consumer electronics concept stock ofilm group co., ltd. was sold by swhy anhui branch office for 0.977 billion, and this branch office had fewer seats on the leaderboard before.

cls.cnOct 29 18:12

Report: Apple significantly reduced the production volume of Vision Pro, and the current version may be completely discontinued by the end of the year.

Due to poor sales, apple may suspend the assembly of Vision Pro as early as November, and suspend the R&D work on high-end version upgrades for at least a year. Currently, suppliers have produced enough components for 0.5 to 0.6 million headsets, and apple may have accumulated enough inventory to sell through next year. An employee said that in recent weeks, apple has informed luxshare precision industry, the assembler of Vision Pro, to reduce production from around 2,000 units per day to about 1,000 units.

wallstreetcnOct 24 00:27

[Data Analysis] Short positions of IH and IF stock index futures reduced significantly, institutions and speculative funds collaborate to seize opportunities in ofilm group co., ltd.

1. IH, IF futures main short positions reduced by nearly 3000 lots, the reduction quantity is significantly greater than long positions. 2. Consumer electronics concept stock ofilm group co., ltd. received buy from institutions exceeding 50 million, and also received buy orders of 0.257 billion from the china securities co.,ltd. beijing chaowai street branch.

cls.cnOct 17 18:03

Mild recovery as the main theme, A-share semiconductor sector welcomes a wave of earnings forecasts. How will the future industry prosperity evolve?

①15 semiconductor companies have announced their performance for the first three quarters, with 11 forecasting growth and 2 reversing losses; ② The moderate recovery of the industry and the rebound in market demand have become the main theme of this round of performance forecasts; ③ Some interviewees believe that only the market for mid- to high-end chips may do well in the second half of the year.

cls.cnOct 16 09:40