The convergence of big finance and technology may continue to lead the bullish trend.
Track the entire lifecycle of the main sector.
Policy is bullish, why did the real estate sector fall instead? Public interpretation of the meeting of the Ministry of Housing and Urban-Rural Development and other five departments.
Why did the real estate sector fall instead under the bullish news? Public discussion on the Ministry of Housing and Urban-Rural Development's new policy of 'two increases'. Institutions pointed out that the combination of the Ministry of Housing and Urban-Rural Development conference and fiscalized debt policies reflects the strength of the policies.
Concept Dynamics | Caijing Community's thematic library adds the concept of "debt-to-equity swap"
The State Council Information Office held a press conference on October 12, 2024. Minister of Finance Lan Fo'an stated that plans to significantly increase the debt limit at one time, replace the local government's existing hidden debts, and increase support to help local governments resolve debt risks. Overview of debt restructuring concept stocks.
In a conversation with Ding Chaofan, the head of the giant network group AI lab, he is bullish on the future game form of non-linear open world, and optimistic about the directions of multimodal and AI Agent applications.
At the recently held 2024 Yunqi Conference, the "AI Endgame Challenge" gameplay of the "Space Kill" mobile game under the giant network group was showcased and attracted attention. Ding Chaofan, the head of the Giant Network AI Laboratory, stated that the industry's exploration of AI Agents is still in the early stages. He revealed that the team will focus on two main directions: multimodal capabilities and AI Agents.
The semiconductor equipment sector continues to thrive, with rapid growth expected in key areas such as lithography.
①In 2024, the delivery volume of semiconductor equipment in mainland China is expected to achieve growth on the basis of last year, reaching over 40 billion US dollars, and continue to rank as the world's largest semiconductor equipment market. ②Citic Securities pointed out that they are bullish on the new product layout and increased orders brought by advanced production capacity of domestic equipment, components, and material companies in key areas, and expect rapid growth in domestic equipment companies' orders in the next 2-3 years.
Vanke has more fellow travelers now.
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103559348 : after so *dip*, would rise back from market sentiment