Brokerage morning meeting highlights: The construction of a national unified electrical utilities market is accelerating, bullish on three main lines.
In today's brokerage morning meeting, htsc stated that the construction of a national unified electrical utilities market is accelerating, with a bullish outlook on three main lines; Galaxy Securities indicated that 5G applications are expected to develop on a large scale, selecting high-quality symbols with improved marginal prosperity; haitong sec expressed a bullish view on the steady rise of rare earth prices.
Avita has become more aggressive.
Counterattack.
Futu Express | Three senior officials from the Federal Reserve speak intensively! They maintain an open attitude towards the interest rate decision in December; the Nasdaq and S&P hit new highs together, with Morgan Stanley predicting the S&P will reach 6
Central bank: Starting from the statistics of January 2025, the newly revised narrow mmf (M1) statistical caliber will be applied; the USA ISM manufacturing data is better than expected, with weak demand but signs of easing; the increasing burden of USA debt raises concerns about fiscal sustainability.
【Data Observation】The trading volume of siasun robot&automation etf has increased significantly, with speculative funds and algo collaborating to scoop up gosuncn technology group.
1. Siasun Robot&Automation ETF (562500) trading volume increased by 49% compared to last Friday, and the ETF trading volume has significantly increased for two consecutive trading days. 2. Asia Vets concept stocks Gosuncn Technology Group received buy orders totaling nearly 0.3 billion yuan from four A-share leading institutional investors, and also received buy orders exceeding 70 million yuan from a algo institutional investor.
AI guru started to shuffle madly.
Integration is on the rise.
Richinfo Technology: Tusheng music application has obtained hundreds of thousands of C-end users, focusing on application + intelligent computing to build AI full-stack service capabilities | Corporate research
① Richinfo technology is focusing on exploring AI applications this year, with AI Agent being considered one of its core directions. The AI-generated music application, CAI Ling Tu Ge Le, currently has hundreds of thousands of seed users on the consumer side; ② Richinfo technology aligns with operators' business layout to develop computing power, and the AI-native cloud computing solution Rich AICloud has been implemented in several large model training, inference, and AI tool acceleration areas at the scale of hundreds of billions of parameters.