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[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.
Yuanjie Technology: bullish on multiple products' market demand next year, expanding overseas markets | Live coverage of earnings conference
①With the rapid development of the datacenter market this year, Yuanjie Technology expects that the revenue scale of CW light source products will continue to grow in the fourth quarter of this year and will further increase in the first quarter of next year; ②In recent years, Yuanjie Technology's overall gross margin has decreased significantly year by year. The company stated that it will start repairing the gross margin from two aspects: increasing investment in the datacenter field and market expansion, and further enhancing cost control.
Zhenhua Wind Power: Expanding into new markets. Some products in the commercial aerospace sector have already generated orders | Directly hit the earnings conference
①The person in charge of Zhenhua Fengguang stated that currently the company has a wide range of products, with over 700 customers, generating new orders every month. The backlog of orders is in line with industry trends; ②The company has launched more than 60 new products this year, with 49 new products already in trial use and supply. Over 30 new products in the commercial aerospace sector have completed experiments, with some products already having received orders.
Another semiconductor summit is about to be held, and the advanced packaging industry is expected to maintain a high level of prosperity.
①The 21st China International Semiconductor Exhibition (ICChina2024) will be held at the Beijing National Convention Center from November 18th to November 20th. ②Yole expects that the global advanced packaging market size is expected to increase from $46.83 billion in 2023 to $78.55 billion in 2028.
Megvii's founder appointed as the chairman of lifan technology, creating the second chongqing sokon industry group stock?
① Lifan Technology announced today the election of Yan Qi as the chairman of the sixth board of directors. Yan Qi, one of the four AI unicorns and co-founder & CEO of Megvii Technology. ② Combining Geely Group's online car-hailing service Caocao Travel, Megvii Technology's software and AI solutions, Lifan Technology is expected to build an industry chain loop and explore the commercial implementation of Robotaxi self-driving taxis.
china fortune land development's stock price opened today with a limit-down, after previously experiencing a "nine consecutive trading days of limit up" trend.
①Recently, the stock price trend of China Fortune Land Development (600340.SH) has been quite glamorous, but it hit the limit down today. ②Prior to this, the stock price of China Fortune Land Development continued to rise, and it issued multiple announcements on abnormal fluctuations in stock trading and serious risks.
EZ_money : i think retail is getting set up for a big thrown at us.
HuatEver : JPM and Wells Fargo’s earnings could be a positive sign for the months ahead. It feels like the market might finally be turning a corner. If these results are any indication, we could see more stability through the end of the year, possibly even setting the stage for a Santa rally as we move into the holiday season
Stock_Drift : It’s been a crazy and fun week @Stock_Drift HQ, with $Verb Technology (VERB.US)$ just exploding this afternoon post R/S and $MicroAlgo (MLGO.US)$ looking like it’s inside a pinball machine. Have a good and relaxing weekend, @Kevin Travers
102362254 : Wells Fargo and JPM earnings bring some good news but with mixed results. JPM beat expectations and raised its outlook, despite shrinking profit margins due to high interest rates. Wells Fargo also beat earnings but missed on revenue and expects lower profits from interest next year. While high rates help in some areas and hurt in others. The upcoming months, including the potential impacts of the U.S. presidential election, will be important in determining whether the positive trends can be sustained
HuatLady : Many are optimistic about the Q4 and would consider JPMorgan's and Well Fargo's robust earnings reports are positive signals that solidify most stocks to serve as gateways for wealth. Henceforth, what's the outlook for the following 4th Quarter? Or would investors be lulled on a false sense of security?
It's a challenging investing landscape! In my view, the key issue remains the importance of investing in great quality stocks for the long-term to overcome these challenges . So far for me, this is the most effective strategy for building a healthy investment portfolio
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