After a continuous reduction in volume, short-term sentiment has reached a freezing point. Can the recovery of AI computing power lead to a market rebound?

Although the market experienced some degree of recovery yesterday afternoon, the rebound strength remains relatively weak, and the short-term trend continues to show a weak adjustment structure.

cls.cn21:23 ET

Brokerage morning meeting highlights: The industry allocation recommendations for April should focus on two main lines.

At today's Brokerage morning meeting, Galaxy Securities stated that the characteristics of a short-term structural economic recovery remain evident, with industries related to new productive forces performing better; HTSC believes that increased investment in global AI computing power is expected to drive the performance of businesses in sectors such as Optical Communications to remain positive; China Securities Co., Ltd. suggested that the industry allocation recommendations for April should focus on two main lines.

cls.cn20:46 ET

Vanke won the battle to protect its cash flow.

Emerging from the pain.

wallstreetcnMar 31 11:28 ET

Q1 performance has seen high growth year-on-year. Satellite Chemical: gross margin maintains a good level. This year, there are plans to launch three projects.| Interpretations

① Thanks to the launch of new projects and the decline in raw material prices, the company achieved significant growth in Q1; ② In 2024, the gross margin for the company's functional Chemicals and new Materials will increase by 4.78 percentage points and 5.49 percentage points respectively; ③ This year, the company plans to put into production a project with an annual output of 200,000 tons of refined acrylic acid, an annual output of 80,000 tons of new pentylene glycol, and a joint venture project with SK company with an annual output of 40,000 tons of EAA.

cls.cnMar 31 11:11 ET

The "breeding heat" has led to an increase in piglet prices, listed pig companies are increasing piglet sales, and pasture companies are emerging丨Industry dynamics.

① Recently, the price of piglets has risen for three consecutive weeks, leading listed pig enterprises to increase piglet sales; ② Currently, breeding sows are being concentrated in listed pig enterprises and group pig enterprises, while smallholders mainly focus on piglet fattening and secondary fattening, and free-range farming companies are on the rise.

cls.cnMar 31 07:48 ET

Game developers are on a rampage in the AI race, and AI is expected to further open up the payment space for games.

According to media reports, as we enter 2025, major domestic Game Developers are racing ahead in the AI field. Now, many companies, including Tencent, NetEase, and Giant Network Group, are embedding AI large models into their games to enrich the storyline and player interaction. Open-source securities point out that AI is expected to reshape gaming from aspects such as development, interaction, and commercialization.

cls.cnMar 30 20:09 ET