[Data Analysis] The four major stock index short positions are increasing against the trend, and two first-line hedge funds are selling shenzhen infogem technologies together.
①The short positions of the four major stock index futures have all increased by over a thousand lots, with IH, IF, and IM contracts showing significantly more short positions than long positions. ②Shenzhen Infogem Technologies, which has hit the limit for 6 consecutive days, was collectively sold by the Sangtian Road Department of Guosheng Securities and the Jiangsu Road Department of Shanghai Gtja, with the total sell amount exceeding 90 million.
Nanjing will achieve full open road testing and demonstration application in 2026, and the policy and industry will resonate with the V2X ecosystem.
①Nanjing's official WeChat account announced that by 2026, it will gradually connect four core demonstration zones and other areas of the city to the platform, achieving comprehensive open-road testing and demonstration applications. ②Wang Shubao from Guodu Securities pointed out that the current policy and industry resonance, the construction of V2X is expected to help autonomous driving, and promote the accelerated development of smart transportation.
Two information service providers join hands, "Kaipanla" lifts Shenzhen Infogem Technologies and sees two limit-up. Is it a strong alliance in business or a way to go public?
①shenzhen infogem technologies and the 'Kailai' app, as the latter's acquisition of 7% of the former has ignited market attention; ②shenzhen infogem technologies and 'Kailai' have the same core business, and there is speculation within the industry that there may be a possibility of business integration; ③Market rumors suggest that this equity transfer may involve backdoor listing, which shenzhen infogem technologies has explicitly denied.
Jiangsu Provincial Data Group unveiled, institutions said that the annual growth rate of the data industry is expected to exceed 20%.
①According to media reports, recently, Jiangsu Data Group Co., Ltd. was established with a registered capital of 3 billion yuan. The company is jointly owned by Jiangsu Communications Holdings Co., Ltd., Jiangsu Broadcasting Cable Information Network Corporation, etc. ②Huachuang Securities analysis said that the development of the data industry has achieved significant results, and the CAGR (Compound Annual Growth Rate) is expected to maintain above 20% in the next few years.
Tesla plans to launch FSD in China in the first quarter of next year. Institutions say that the intelligent driving industry has reached a critical point.
On September 5, Tesla released its roadmap and expects to launch the Full Self-Driving (FSD) system in China and Europe in the first quarter of 2025, subject to regulatory approval. Ma Liang, from Anxin Securities, believes that recently multiple policies have been issued to support the development of smart driving. Combined with car companies actively promoting Urban NOA implementation, the turning point for the smart driving industry has arrived, and it is recommended to pay attention to relevant opportunities.
Did Softcom Power's loss of 0.154 billion in the first half of the year enable the company's performance in the long term? | Interpretations
In the first half of 2024, Pactera achieved revenue of 12.526 billion yuan, a year-on-year increase of 45.98%; net loss attributable to the parent company was 0.154 billion yuan, a year-on-year decrease of 176.17%; Under the wave of AI at the edge, the revenue generated in the high-tech and manufacturing field reached 4.094 billion yuan, a year-on-year increase of 268.73%.