Digital Media
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[Data Observation] The trading volume of multiple China Southern CSI 1000 ETFs has surged, with four leading funds joining forces to buy into Visual China Group.
① Multiple China Southern CSI 1000 ETF and SME300ETF saw a significant increase in trading volume compared to yesterday, with the China Southern CSI 1000 ETF (512100) experiencing a 90% increase in trading volume. ② The three-day trading data for Visual China Group shows that, over the past three trading days, the stock has been bought by a total of nearly 0.6 billion from four leading speculative trading seats, following consecutive drops.
WeChat's small store "Gift Giving" is trending all over the internet, and many Institutions are Bullish on the gift economy.
① The "Tencent Recruitment" public account has published a recruitment notice for WeChat Mini Stores, specifically including positions such as Data Development Engineer and Backend Development Engineer. ② An analyst from Minsheng Securities stated that WeChat Mini Stores have begun a gray-scale test for "gift-giving," which could present investment opportunities arising from social裂变 trends.
[Data Monitoring] Several AI Hardware stocks are being sold off by Institutions, while top-tier speculators are intensely competing for Visual China Group.
① Multiple AI Hardware stocks in fields like CPO and computing power were Sold by Institutions, among which Ruijie Networks was sold off by Institutions for 0.228 billion. ② Visual China Group, which hit the limit down, was sold off by two frontline speculator seats for over 0.3 billion, while two frontline speculator seats purchased a total of 0.239 billion.
[Data Watch] Multiple Penghua Guozheng Semiconductor Chip ETFs see a surge in trading volume, with strong speculators offloading over 0.5 billion worth of Visual China Group.
① The trading volume of multiple semiconductor and Chip ETFs has significantly increased, with the trading volume of the Penghua Guozheng Semiconductor Chip ETF (512480) rising by 112% compared to yesterday. ② Visual China Group, a concept stock of Douyin, is facing intense competition from several leading retail investors, among which HTSC's Tianjin Dongli Development Zone Erwei Road Trading Department sold 0.509 billion.
Doubao has become the 2CAI product with the most users, and the Industry Chain is expected to see explosive growth.
① Recently, the signing ceremony of the "Doubao Large Model System Applications Joint Laboratory" by Peking University and ByteDance, along with the academic seminar on "Intelligent Software Technology and Ecology for Large Models," was grandly held at Peking University Yingjie Exchange Center. ② Doubao has become the most widely used 2CAI product. In the global monthly active user ranking for November, the MAU of the Doubao APP reached 59.98 million, ranking second globally.
【Data Watch】Multiple Robot Concept stocks were sold off by Institutions, while strong speculators invested over 0.4 billion to acquire shares of Visual China Group.
① Many Robot Concept stocks have been significantly Sold by Institutions, among which Shanghai Beite Technology was sold a total of 0.234 billion by three institutions. ② The bean bag concept stock Visual China Group received a net Buy of 0.443 billion from GTJA Shanghai Branch.
A significant bullish announcement is coming! Which directions might be the core of capital's attention?
Track the entire lifecycle of the main sector.
OpenAI has released the AI video generation model Sora, and the core AI application companies are expected to achieve rapid growth.
① OpenAI has released the long-awaited AI video generation model Sora, which is similar to OpenArt's AI tool DALL-E. Users input desired scenes, and Sora will return high-definition video剪辑 results. ② china galaxy recommends continuously focusing on the growth of domestic AI applications and their monetization capabilities.
Are bank stocks still worth buying? CITIC Financial Assets disclosed a 50.3 billion comprehensive investment plan, including a 30 billion shareholding in Bank of China and China Everbright Bank.
①CITIC Financial assets explicitly stated that it will allocate approximately 50.3 billion yuan for a bundled investment plan, of which 30 billion will be used directly to buy shares of Bank of China, China Everbright Bank, and other institutions. ②CITIC Financial assets and other institutional funds buying bank stocks are inevitable. As a large-scale institutional fund, due to various considerations such as risk control and capital return, it is highly probable that it will prioritize "high dividend stocks" rather than thematic stocks.
The largest batch within the year! 117 domestic games have been approved for release, including NetEase and other listed game companies.
Following the approval of 15 imported games at the beginning of the month, 117 domestic games were issued with licenses this month, making it the month with the highest number of domestic game licenses issued so far this year.
The outcome of the Trump election has specific implications for stock selection on Wall Street.
The stocks most affected by the election results will continue to track Trump's probability of winning, and then outperform/underperform in the days and weeks after the election ends.
Is it worth buying gold at a fixed price?
Is a fixed price gold a good choice?
Hardware accelerators such as MR and XR are being implemented, and their respective content ecosystems are expected to flourish.
On the evening of July 25, the Rokid AR Lite kit officially went on sale and sales exceeded 10,000 within 12 hours. The innovation of MR, XR and other hardware greatly enriches the landing scenes of 3D content. Global internet giants such as Apple, Qualcomm, Samsung, and Meta have entered the game, and MR has entered a strong hardware cycle, with content and applications expected to thrive, and demand for the conversion of 2D materials to 3D models expected to explode.
Four Dow Jones transportation stocks have revived and are worth buying!
Since the end of July 2023, the Dow Jones Transportation Average Index has fallen by about 8%, while the S&P 500 Index has risen by 20%.
Although far below Nvidia, AMD stock is still worth buying
Despite falling far behind Nvidia in the field of artificial intelligence, AMD's new AI chips have performed well, and its stock is expected to continue to grow in the long term.
OpenAI and US “Tieba” Reddit announce collaboration to highlight the value of high-quality corpus
① OpenAI announced a partnership with the social network Reddit to introduce the latter's content into the chatbot ChatGPT and other products. ② Currently, AI policies are being introduced intensively, and copyright issues of high-quality data sets and training data are being paid attention, and the value of high-quality training databases will be highlighted in the future.
GPT-4o is here! Real-time voice and video interaction shocks the audience or pushes AI applications to open up commercial space
In the early morning of Tuesday (May 14), Beijing time, the American artificial intelligence research company OpenAI held an online “Spring Update” event. OpenAI unveiled its new flagship model “GPT-4O” at the event, which “can infer audio, vision, and text in real time.
The first step in e-commerce going overseas is to compete with AI first! |Sailing Insight
① According to the disclosure of the company worth buying, it has set up an R&D center in Chengdu to develop an overseas architecture, hoping to make flexible configurations in each country based on a unified underlying architecture. ② With the application of AI in the field of foreign trade, the threshold for Chinese merchants to start overseas business is gradually lowered, which can further improve order conversion, and more importantly, reduce costs at the marketing level.
Weekly Overseas Report | China's exports increased 5.1% year on year in April; what is worth buying and choosing Thailand as the first stop at sea...
New Consumer Daily, May 11. The main contents of this week's cross-border overseas trip include: 1688 launched a business cooperation with the Mongolian e-commerce platform Shoppy; SHEIN became the third largest online fashion retailer in the US; and Meituan's Hong Kong business KeeTA rose to number one in the number of orders in one year after entering Hong Kong.
Another giant shouted “commodity cow”! Invesco: It's worth buying before and after the start of the Fed's interest rate cut cycle
① Kathy Kriskey, senior commodity and alternative investment strategist at Invesco, points out that in the months before and after the start of the easing cycle, raw material prices usually show a positive return; ② when the economy can achieve a soft landing, commodity prices increase particularly strongly, which is all the more reason to hold this sector as part of a broader investment portfolio.