[Data Review] Northbound funds sold off Focus Media Information Technology for over 1 billion, with Institutions and speculative funds joining forces to buy SGSG Science&Technology.
① Focus Media Information Technology faced a net Sell of 1.06 billion from HK->SZ positions today, while receiving a Buy of 0.803 billion from four Institutions. The stock disclosed the "Plan for Issuing Shares and Paying Cash to Acquire Assets and Related Transactions" last night, proposing to acquire 100% of New Wave Media for 8.3 billion. ② SGSG Science&Technology in the Internet Finance Concept gained over 60 million in Buys from three Institutions, while also receiving purchases from two leading speculative positions.
The former 'big bull' stock's earnings forecast is in violation of regulations! SGSG Science&Technology and related responsible persons received regulatory warning letters | Quick Read Announcement.
① There are significant discrepancies between the two performance forecasts, with the revised Net income showing an expanded loss and revenue revised down by over 12 million yuan, and the revenue after deduction is less than 0.1 billion yuan... The once high-flying SGSG Science&Technology may be designated as *ST; ② Due to the failure to forecast revenue below 0.1 billion yuan and the occurrence of losses in the previous year's performance forecast, the company and related personnel received a warning letter from the Guangdong Securities Regulatory Bureau.
[Data Analysis] Institutions have continuously increased their holdings in SGSG Science&Technology, and multiple Robot Concept stocks have been aggressively purchased by frontline speculators.
① The popular Internet Finance stock SGSG Science&Technology received over 90 million in buys from Institutions, and yesterday, this stock also saw purchases of 0.134 billion from Institutions. ② Top-tier funds bought multiple Robot Concept stocks, among which Shenzhen Sunwin Intelligent was purchased by two top-tier funds with a total exceeding 100 million.
NVIDIA releases the general robot model RVT-2, accelerating the implementation of humanoid robot intelligence.
① NVIDIA has released the robot's Hardware solution Jetson Orin series chips and Software solution Isaac platform, which can be used for the training, development, simulation, and deployment of robots throughout the process. ② Changjiang Securities stated that NVIDIA, being a core manufacturer of AI computing power, has entered the field of humanoid robots, and is expected to provide strong technical support for downstream robot software manufacturers, accelerating the iteration of AI model training.
The global data cross-border flow cooperation initiative has been launched, and the cni data factor index industry is expected to usher in a qualitative change.
According to the WeChat official account of Cyberspace Administration of China, the National Cyberspace Administration of China has put forward a global data cross-border flow cooperation initiative, aiming to balance the relationship between technological innovation and security, economic development, and personal privacy protection. Tianfeng Securities believes that with the implementation of detailed rules for data elements and accelerated promotion of typical application cases, the industry is expected to undergo a qualitative change.
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.