Approaching a 20cm limit down! This week, 10 listed companies announced that the company or related parties are under investigation by the CSRC, with popular chip stock infotmic co.,ltd included.
① infotmic co.,ltd announced on October 23 that personnel related to the restructuring were investigated for suspected insider information leaks, with a total of 10 listed companies announcing this week that the company or related parties were investigated by the China Securities Regulatory Commission (see table); ② The notice of investigation dealt a heavy blow to multiple stocks, with Nanwei Stock, New Titan Biology, and china harzone industry corp. respectively dropping 5.53%, 8.11%, and 11.79% the following day.
Technology stocks are experiencing another outbreak igniting bullish sentiment in the market, seizing intraday rotation opportunities remains crucial.
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Ruikeda: Orders in the third quarter have increased compared to the previous quarter, and the flying car project is progressing. Earnings conference in progress.
①In terms of gross margin in the third quarter, the company's chairman stated that with the fall in prices of major raw materials, the continuous growth in revenue scale, and the reinforced control of various cost expenses, the company's cost pressure has been somewhat relieved, and the gross margin has rebounded somewhat; ②Ruike has solutions for high-speed copper cable products for high-speed data transmission, and is currently communicating with customers about the product plan.
[Data Analysis] Gold ETF turnover increased significantly month-on-month, with an institution buying the dip at 0.25 billion in shenzhen huaqiang industry.
① The gold concept stocks rose sharply today, with the trading volume of multiple gold ETFs increasing significantly compared to yesterday, among which the trading volume of gold ETF (159934) increased by 129% compared to the previous day. ② Shenzhen Huaqiang, which hit the limit down at the end of the day, was bought by an institution with a position of 0.25 billion.
The delivery in the second half of the year has entered the peak season, and institutions believe that the performance of power grid enterprises is expected to be further released.
①In the first half of 2024, the performance of power grid enterprises generally showed a steady growth trend, and in the second half of the year, with the delivery entering the peak season, the performance elasticity is expected to further increase. ②According to the data from the National Energy Administration, from January to July, the investment in power generation projects of major power generation enterprises across the country reached 415.8 billion yuan, an increase of 2.6% year-on-year; the investment in grid projects reached 294.7 billion yuan, an increase of 19.2% year-on-year.
[Data Monitoring] The trading volume of multiple Hong Kong stock ETFs has increased significantly. The "retail investors' stronghold" has dominated the top five buy-ins in Shenzhen Huaqiang for two consecutive days.
Among the top ten ETFs with the highest turnover growth compared to yesterday, 6 of them are Hong Kong stock-related ETFs, among which the Hang Seng Tech Index ETF (513180) has seen a 106% increase in turnover compared to the previous day. Prior to this, the market leader Shenzhen Huaqiang industry has been limit down for 2 consecutive trading days, and during these 2 trading days, the top five buying positions on the Dragon Tiger List were all held by various branches of East Money Information in Lhasa region.