Large-scale integrated machines are becoming a trend! The importance of model fine-tuning is highlighted. inspur electronic information industry's latest entry into the industry dynamics.
①All-in-one computers have become a hot trend in the exploration of large-scale commercialization, with large-scale manufacturers, ICT service providers, and ISV service providers all joining the trend. ②Currently, in publicly tendered AI projects, hardware and services account for over 90% of the total amount, with inspur electronic information industry's all-in-one computer packaging hardware and solutions for large models as a whole. ③The industry is focusing on model fine-tuning and inference, highlighting the importance of fine-tuning.
After three consecutive limit up days, Hytera Communications Corporation announced a abnormal movement. Is the significant increase in Middle East demand real?
①Recently, a large-scale explosion occurred in Lebanon's pager, and the leading company in private network communications, hytera communications corporation, responded after three consecutive boards: there is uncertainty in the progress of expanding into the new market in the Middle East. ②The rumors about the transfer of telecommunications electronic orders in the Middle East to mainland China are intensifying, with many communication electronic manufacturers and component distributors all stating that they have not clearly felt orders from the Middle East.
[Data Analysis] Large reduction in short positions of IM futures, speculative funds and algo working together to sell shijiazhuang changshan beiming technology.
1. IM main contract short positions decreased by more than a thousand lots, while long positions slightly increased. 2. Hongmeng and state-owned enterprise reform concept stocks shijiazhuang changshan beiming technology were sold by two first-line institutional investors and simultaneously sold by a quantitative institutional investor for over 50 million.
【Data Analysis】 The trading volume of multiple Hang Seng Index and MSCI China Internet ETFs has significantly increased. Well-known institutional investors have increased their holdings in Shijiazhuang Changshan Beiming Technology by over one hundred mill
①Hong Kong stocks surged, with a significant increase in trading volume for multiple Hang Seng and Chinese concept internet ETFs compared to the previous trading day, among which the Chinese concept internet ETF (159605) saw a 366% increase in trading volume. ②Honma and state-owned enterprise reform concept stock Changshan Beiming received a buy order of 0.114 billion from the Beijing headquarters branch of CITIC Securities, with this position buying over 50 million shares of the stock yesterday.
[Data Analysis] The shares of several banking ETFs decreased significantly last week, and four institutional investors joined forces to aggressively acquire shijiazhuang changshan beiming technology.
① Among the top ten ETFs that lost shares last week, many banks and dividend ETFs were listed. Among them, bank ETF (512800) lost 0.318 billion in share last week. ② Changshan Beiming, the concept stock of Hongmeng Canada's state-owned enterprise reform, was bought by four first-tier investors, with a total purchase amount of over 0.2 billion.
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.