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Xie Zhiyu, Feng Mingyuan, and Cui Chenlong's portfolio adjustment moves are here! Who is all in on semiconductors?
Fund managers undergo major changes!
Shanxi Securities: The era of AI phones is coming, and software and hardware are ushering in a new round of innovation cycle.
In recent years, the innovation of the mobile phone market has stagnated, the frequency of replacement has decreased, and the market space has grown slowly. In the future, asia vets will bring more functions to mobile phone applications. The efficiency of generative models and intelligent assistants will be significantly improved. The mobile phone market is expected to usher in a new round of replacement cycle.
Avary Holding(Shenzhen)Co (SZSE:002938) Has A Pretty Healthy Balance Sheet
China International Capital Corporation: Can Hong Kong's mobile phone chain maintain stability and achieve unexpected feats in the era of Apple's AI?
In the era of edge AI, Apple enters the field of edge AI innovation, which is expected to drive interaction innovation, function upgrades/appearance changes, and closed-source ecology resonance. Android manufacturers may follow suit, and from 2H24 to 2025, Apple and Android industry chains may enjoy mutual prosperity. Hong Kong stock mobile phone chain is expected to deeply participate in the wave of innovation.
Smart A-share lifting of restricted shares overview | July 9th
On July 9th, a total of 6 listed companies had their restricted stocks lifted, with a total market value of about 5.279 billion yuan. The specific situation of the restricted stocks to be lifted today is as follows: Stock Code - Restricted Stock Type - Number of Restricted Stocks Beijing BeWinner Communications (002148) - Stock-based Incentive - 1.5903 million Rockchip Electronics (603893) - Stock-based Incentive - 0.021 million Avary Holding (002938) - Stock-based Incentive - 1.699 million Genbyte Technology Inc. (003028) - Stock-based Incentive - 0.1006 million Kede CNC (688305) - 40 million shares, British Science and Technology Recycling (688087) - 83.8735 million shares
Avary Holding (002938.SZ): Revenue in June was 2.117 billion yuan, a year-on-year increase of 24.11%.
On July 8th, Gelunhui reported that avary holding (002938.SZ) announced that the company's merged revenue in June 2024 was RMB 2.117 billion, an increase of 24.11% compared to the same period last year.
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