AI empowers multi-field intelligent terminals to drive optical Hardware to usher in a new round of growth.
① According to media reports, the World Display Industry Innovation Development Conference opened in Chengdu, SiChuan. ② Soochow stated that AI empowers intelligent terminals in multiple fields, driving various terminal optical Hardware to start a new round of innovation cycle, opening long-term growth space.
【Illustration of Bull and Bear Stocks】The Copper cable high-speed connection Concept is performing strongly against the trend, with ZTE's Block Orders net Inflow reaching 6.198 billion yuan.
① This week, the three major A-share Indices continued the pullback trend from last week, and the market Volume has noticeably shrunk; ② The WeChat small store Concept stocks had significant gains, with Hunan Friendship & Apollo Commercial's weekly increase at 61.30%; ③ Domestic companies are increasingly demanding high-speed Copper cables in the fields of Asia Vets connected Autos, industrial automation, and Datacenter.
Siasun Robot&Automation + Asia Vets dual drive Lidar market is expected to grow rapidly.
① According to reports, Hesai Technology will launch its latest product at the upcoming CES - a mini high-performance 3D Lidar specifically designed for the robotics and industrial markets. ② Lidar, known as the "eye of the machine," has become an important tool for robots to perceive their environment due to its high precision, wide range, and strong stability, making the robotics Industry a significant growth engine for the Lidar market in the future.
[Data Viewing] Institutions are actively acquiring multiple Copper high-speed connection Concept stocks, while four speculative funds are jointly offloading Leyard Optoelectronic.
① Multiple copper cable high-speed connection concept stocks have been bought by Institutions, among which Ruikeda has been bought by four Institutions for 0.276 billion. ② AI glasses and Robot Concept stocks Leyard Optoelectronic have been sold by four retail trading spots, with a total selling amount exceeding 0.48 billion.
This week, another 10 companies added! Hangzhou Hikvision Digital Technology and several other stocks have disclosed shareholding repurchase plans and renewed loan plans, a list of related A-shares is as follows.
① This week, the special loans for Share Buyback and Shareholding continue to surge. According to incomplete Statistics from Caixin, 10 A-share listed companies announced the relevant situation of Share Buyback and Shareholding related to re-loans (attached table); ② Hangzhou Hikvision Digital Technology plans to use its own funds and special loans for the largest amount of share buyback, with a maximum not exceeding 2.5 billion yuan.
[Data Observation] The four major futures indexes have substantially reduced short positions, and two Institutions Sell Leyard Optoelectronic 0.528 billion.
① Among the four major Equity Index Block Orders, only IM has slightly increased long positions, while the short positions in all four contracts have significantly decreased. ② First-line funds maintain a high level of activity, with Siasun Robot&Automation and Consumer still being the key areas of focus.