【Data Analysis】Four major stock index futures short sellers contra-trend add positions, two first-line speculative funds join forces to sell shenzhen infogem technologies.
① The short positions of the four major stock index futures have all increased by more than a thousand contracts, with IH, IF, and IM contracts showing significantly more short positions than long positions. ② The silver of infogem technologies, which has been limit down for 6 consecutive days, was jointly sold by Guosheng Securities Sangtian Road and gtja Shanghai Jiangsu Road branch, with a total selling amount exceeding 90 million.
Meta unveils AR glasses Orion, this category is expected to become the next 1 billion-level consumer electronics product.
①At the annual developer conference held in Menlo Park, California on September 25th, Meta's CEO Mark Zuckerberg showcased a prototype product called Orion AR glasses. ②Western Securities stated that AR glasses are expected to become the optimal solution for edge AI landing. With the active layout of the industry chain and the gradual maturity of the technological path, combined with edge AI empowerment, accelerated shipments of AR glasses are expected.
Huawei Cloud releases HuaZhi 5.0, the domestic AI large-scale model, with rapid progress in the AI large-scale model industry.
① The Huazhi University Model Industry Application Seminar with the theme of “Symbiosis of Digital Intelligence and Win-win Industry” was held in Shanghai. The conference was co-hosted by Tongfang Knowledge Network and HUAWEI CLOUD. At the conference, Huazhi Grand Model 5.0 was released. ② The Hualong Securities Research Report said that technically, the domestic AI big model industry is developing rapidly, and leading manufacturers have basically completed comprehensive benchmarking of the GPT series models.
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.
POET Technologies And Chengdu Insiga Semiconductor Technologies Announced That They Will Develop And Demonstrate Laser Driver And Optical Engine Combinations For 800g And 1.6t Optical Modules
Internet security vendors are experiencing widespread losses, and the industry's downward trend is difficult to conceal due to seasonal factors. It is urgent to find new sources of revenue.
①In the first half of the year, only 3 out of the top 20 companies in the csi information security industry achieved profitability, and all of the top 10 suffered losses. ②According to interviews conducted by Cailian Press reporters, the losses were mainly caused by the periodic nature of projects and seasonal factors affecting receivables. ③Analysts believe that in the context of downstream customers, especially those in the government sector, facing significant financial pressures and declining purchasing power, the network security industry needs to expand its market-oriented customer base.
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%.
Is the energy density of 280Wh/kg lower than expected? guangzhou great power energy and technology's solid state battery 'major breakthrough' announcement caused the stock price to drop by more than 8%.
Guangzhou Great Power Energy and Technology releases its first generation solid state battery, using self-developed inorganic composite solid electrolyte layer to replace the separator and electrolyte; In contrast to the two consecutive 20 cm limit-up announcements in the past, today the company's stock price fell over 8%.
AI phone drive thermal material upgrade, related products are expected to see simultaneous increase in volume and price.
①One of the world's largest consumer electronics exhibitions, the Berlin Consumer Electronics Show (IFA) 2024, will open on September 6th. This year marks the 100th anniversary of the event. ②Minsheng Securities believes that the localized running of large models poses new challenges for the power management and heat dissipation efficiency of AI terminals, driving the upgrade of heat dissipation materials.
Ourpalm co.,ltd.'s performance supported by the game 'Da Sheng Dian Zhu', while the cost of acquiring small games has increased and dragged down net profit. | Interpretation of financial report
①In the first half of the year, the domestic gaming industry faced growth pressure, and ourpalm co.,ltd. achieved stable revenue with the small game 'Dashing Monkey King'; ②The cost of acquiring users for small games has increased, leading to a significant increase in sales expenses and a decline in net income; ③The company's 'AI+UGC' strategy has made certain progress.
Gross margin decreases, research and development investment increases, Thunder Software Technology's net profit in the first half of the year has declined by over 70% year-on-year, interpretations.
In H1 2024, Thunder Software Technology achieved a revenue of 2.401 billion yuan, a decrease of 3.39% year-on-year; net income attributable to the parent company was 0.104 billion yuan, a decrease of 73.1% year-on-year. The slowdown in the smart automobile business is due to the long acceptance cycle of the complete vehicle plant and the untimely delivery of some vehicle models. The company stated that it will continue to explore the global market and continue to invest in innovative applications.
Industry demand decline drags down hithink royalflush information network's net income by 21% year-on-year in the first half of the year | Financial Report View
The company's revenue in the first half of the year was 1.389 billion yuan, a decrease of 5.51% compared to the same period last year. R&D expenses increased by 5.12% year-on-year.
Major companies are deeply involved in promoting the development of the quantum field. Quantum communication is expected to be the first to be implemented.
China Telecom is actively promoting the integration of quantum technology, building carrier-grade security capabilities. China Great Wall Securities pointed out that our country has built a fiber-optic backbone network and metropolitan area network based on quantum technology, and launched quantum communication satellites to establish a nationwide quantum key distribution network.
Benefiting from increased downstream demand and mass production of new products, allwinner technology's H1 has turned losses into profits | Interpretation of financial report
After the afternoon stock price plummeted, Allwinner Technology's half-year report will be released tonight, and the main financial indicators are within the previously announced performance range. Benefiting from the recovery of the semiconductor market, increased downstream demand, and mass production of new products, the company's revenue in the first half of the year reached a new high since its listing, and the net income turned around compared to the same period last year.
Business expansion is affected, with Beijing Supermap Software's net profit falling by over 30% in the first half of the year. The company is "very optimistic" about the low-altitude market. | Interpretations
①In the first half of this year, Beijing Supermap Software achieved revenue of 0.637 billion yuan, a decrease of 7.76% year-on-year, and net income attributable to shareholders of 0.034 billion yuan, a decrease of 35.99%; ②The company attributes the decline in performance to the macro environment and the progress of business expansion, and the proportion of the second half of the year's revenue is higher than that of the whole year; ③The company previously announced that it is cooperating with Sichuan Jiuzhou Electric Investment Holding Group Co., Ltd., and is optimistic about the market for low-altitude flying.
Various AI applications in different categories are constantly emerging domestically, and the prosperous AI ecosystem may drive related companies' explosive performance.
On August 19, the jointly established "AIGC (Generative Artificial Intelligence) Joint Innovation Laboratory" by the China Central Broadcasting and Television General Station and Zhejiang University was unveiled. Hao Jin Securities' Ni Shuang said that the pace of large-model releases is gradually slowing down, and the development of AI applications in various categories is intense and gradually showing advantages in overseas markets, which may promote the construction of the AI ecosystem.
Apple is stepping up the development of household robots. The development of the robot industry is entering an accelerated period.
According to media reports, Apple's R&D team is intensively developing a household robot that combines iPads and robotic arms, with the project codenamed J595. The innovation aims to create a product that combines smart home control and video conferencing functions. Zhonghang Securities estimated that the accumulated demand for humanoid robots in 2030 is expected to reach about 2 million units, corresponding to a market space of about 570 billion yuan.
Victory Giant Technology earned 0.459 billion yuan in the first half of the year, with the help of MFS consolidation boosting its performance.| Interpretations
Victory giant technology has achieved double growth in revenue and net profit in H1 this year, reaching a new high in the same period since its listing. The main driving factors for performance include the revenue growth of the MFS group, which has been consolidated, mass production of high-end products such as AI computing power, cost reduction and efficiency improvement.
Feishu is starting to step out of its comfort zone.
Breakthrough.