[Data Observation] The trading volume of multiple China Southern CSI 1000 ETFs has surged, with four leading funds joining forces to buy into Visual China Group.
① Multiple China Southern CSI 1000 ETF and SME300ETF saw a significant increase in trading volume compared to yesterday, with the China Southern CSI 1000 ETF (512100) experiencing a 90% increase in trading volume. ② The three-day trading data for Visual China Group shows that, over the past three trading days, the stock has been bought by a total of nearly 0.6 billion from four leading speculative trading seats, following consecutive drops.
[Data Monitoring] Several AI Hardware stocks are being sold off by Institutions, while top-tier speculators are intensely competing for Visual China Group.
① Multiple AI Hardware stocks in fields like CPO and computing power were Sold by Institutions, among which Ruijie Networks was sold off by Institutions for 0.228 billion. ② Visual China Group, which hit the limit down, was sold off by two frontline speculator seats for over 0.3 billion, while two frontline speculator seats purchased a total of 0.239 billion.
【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.
The Volcano Engine creates an AI voice toy, which may become one of the first applications of AI Hardware.
① It is understood that Volcano Engine has collaborated with Shanghai Fortune Techgroup to create AI voice toys, with its Wi-Fi module provided by Bestechnic (Shanghai) Co., Ltd. Tuya Inc. also participated in providing relevant modules and integration platforms. ② GF SEC analyst pointed out that the AI toy sector combines Education and companionship attributes, representing a real demand direction for AI Hardware, and is Bullish about the market potential for AI toys.
Beijing Roborock Technology: The European market is shifting to a self-operated sales model, and online sales of washing and drying machines surged during the Singles' Day Sales | Insights from the Earnings Conference.
① The Chairman and General Manager Chang Jing stated that this year's year-end promotions combined with the national subsidy policy have contributed to the overall development of the Industry, and the company's related sales are continuing steadily. ② Beijing Roborock Technology noted that the impact of USA tariffs in the third quarter has begun to manifest, but currently the overall effect on the company's financial statements is relatively small.