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Multiple billion-dollar private equity funds are conducting research on Hangzhou Hikvision Digital Technology, Luxshare Precision Industry, with Feng Liu, Deng Xiaofeng, and Lin Peng never absent.
① The proportion of hundreds of billions of private equity firms in the top ten of the private equity research ranking has decreased, with the top position being held by Zhengyuan Investment, the only private equity firm with over a thousand research visits this year; ② Overall, private equity is more focused on stocks in the star; ③ Several hundred billion private equity firms are still clustered around researching hangzhou hikvision digital technology and luxshare precision industry; ④ This year, Feng Liu has researched hangzhou hikvision digital technology three times, and Deng Xiaofeng has researched luxshare precision industry four times.
INTERIM FINANCIAL STATEMENTS
【Data Analysis】Trading volume of honglietf surges, institutions and speculative funds join hands to snap up iflytek co.,ltd.
① Among the top ten etfs with the highest transaction value growth, the invesco great wall csi dividend low volatility 100 etf (515100) saw a nearly fivefold increase in transaction value compared to yesterday, ranking first. ② iflytek co.,ltd. received 0.192 billion from institutions today, with a total buy of 0.388 billion from two major speculative trading positions.
Nvidia and Zhongji Innolight are entering the game! The high-speed rate optical module shipments are driving the doubling of demand for optical chips. Which domestic manufacturers can get a piece of the pie?
①AI drives the demand for high-speed optical modules, leading to a shortage of optical chips, prompting international major factories to announce price hikes; ②The demand for optical chips is expected to continue rising, with various parties such as Guangdong, Wuxi, and nvidia recently announcing investments or support for the development of optical chips; ③Currently, the high-speed optical chip market is still mainly dominated by foreign manufacturers, with domestic 100G EML optical chips still not being shipped in large quantities.
Telecommunication servers worth billions are officially released! Lenovo, ZTE, inspur electronic information industry, among others, are shortlisted.
1. Lenovo has won a total of over 1.2 billion large orders in the centralized procurement project of China Telecom's servers (2024-2025). 2. According to the list of winning candidates, the highest bidding prices (including taxes) for each package reached approximately 17.7 billion yuan, with ZTE, sichuan huakun zhenyu, kunlun technology, super fusion, inspur electronic information industry, etc. winning the bids.
Beijing Kingsoft Office Software, Inc. net profit attributable to the parent company increased by 16.41% year-on-year in the first three quarters, but domestic institutions' subscription services growth has stagnated.
① According to the financial report released by beijing kingsoft office software, inc, beijing kingsoft office software, inc achieved revenue of 3.627 billion yuan in the first three quarters of this year, a year-on-year increase of 10.90%, with a 16.41% year-on-year growth in net income attributable to the parent; ② The subscription business of personal office services in China remains the main driver of growth for beijing kingsoft office software, inc, with a year-on-year growth of 17.24% in the third quarter, while the growth of subscription and service business for domestic institutions is only 0.02%.