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Tianfeng: AIAgent is developing rapidly, and overseas major companies are actively planning Agent construction applications. It is recommended to pay attention to Cambrian (688256.SH) and others.
From Claude 3.5 to GLM, the adoption of Agents on consumer hardware is reaching a critical point.
Bearish sentiment settled! The USA has announced export control measures on semiconductors to China, causing stocks related to Hong Kong and A concept to surge.
The semiconductor industry is once again facing unreasonable pressure from the usa, and domestic production is expected to accelerate further.
Trillion-dollar market, major adjustments!
What is the impact?
Shanghai Stock Exchange Announcement! sse 50, sse science and technology innovation board 50 index and other indexes will undergo a significant adjustment, effective after the market closes on December 13th.
Chongqing Sokon Industry Group Stock, crrc corporation, Beijing-Shanghai High Speed Railway, CMOC Group Limited, Cambrian Innovation Incorporated added to sse 50
Shanghai Stock Exchange: Adjusting the sample stocks of sse 50, sse 180 index, sse 380 index, sse science and technology innovation board 50 index and other indices.
On November 29, the exchange announced that according to the index rules, after consideration by the Index Expert Committee, Shanghai Stock Exchange and China Securities Index Co., Ltd. decided to adjust the samples of the sse 50, sse 180 index, sse 380 index, sse science and technology innovation board 50 index, which will take effect after the market closes on December 13, 2024.
Cambrian (688256.SH): Intends to increase capital to its wholly-owned subsidiary Shanghai Cambrian using funds raised and self-owned funds.
Gelonghui November 22nd | Han's Ju(688256.SH) announced that at the twenty-fourth meeting of the second board of directors of the company, it was resolved to approve the addition of wholly-owned subsidiary Shanghai Han's Ju as the implementation subject of the 'general intelligence processing technology research and development project for emerging application scenarios'. Based on the current progress of the raised investment project, the company plans to use 15 million yuan of the raised funds to increase the capital of Shanghai Han's Ju for the implementation of refinancing and investment projects. In addition, according to the actual operational needs of Shanghai Han's Ju, the company will use 185 million yuan of its own funds to increase the capital of Shanghai Han's Ju.
Btan : If this is true, China is playing the same card as US. This will disrupt the movements in China funds. Especially when Baba is cooperating with Nividia
considerate Kiwi_974 : Is time to short Nvidia. Some news about SMCI and Nvidia cooked their books. Think Nvidia will be called for investigation soon. No wonder Huang kept selling his shares.