【Data Watch】The trading volume of multiple cross-border ETFs has increased significantly again, with five Institutions teaming up to sell off Guizhou Space Appliance.

① Multiple cross-border ETFs surged again today with a significant increase in trading volume, among which the Asia-Pacific Select ETF (159687) increased by 254% compared to yesterday's trading volume. ② The Defense stock Guizhou Space Appliance, which was on a trading halt, was a total Sell of 0.238 billion by five Institutions.

cls.cnJan 15 04:52 ET

The performance and stock price of Robot Concept stocks are both soaring, with Ningbo Shuanglin Auto Parts reporting over 0.1 billion in net profit in Q4, maintaining high growth | Interpretations

① The company's Q4 net profit attributable to shareholders exceeded 0.1 billion yuan, achieving a new high for the year; ② Based on the upper limit of the forecast, the company's performance will exceed market expectations; ③ The growth mainly comes from the New energy Fund driving demand; ④ The company has entered the Siasun Robot&Automation Industry, with both stock price and performance soaring together.

cls.cnJan 14 08:24 ET

AI drives the increase in demand for HBM, SRAM, and DDR5, and the Industry Chain of storage chips is expected to recover.

According to media reports, as AI boosts demand for advanced storage chips, Micron Technology will invest 7 billion dollars in the next few years to expand its manufacturing operations in Singapore. The securities firm Yongxing stated that benefiting from supply-side price increases, inventory gradually returning to normal, and AI driving the demand for HBM, SRAM, and DDR5, the Industry Chain is expected to reach a bottom and rebound.

cls.cnJan 9 19:02 ET

The expectation of alumina production boosts the market for caustic soda, and the profitability of related listed companies is expected to improve | Industry Dynamics.

① Driven by expectations of downstream Aluminum oxide expansion, on January 7, the Futures Block Orders contract SH2505 for caustic soda reached a high of 3068 yuan/ton, refreshing a nearly one-year high during the trading session; ② Tangshan Sanyou Chemical Industries stated that, supported by the growth in demand for downstream Aluminum oxide and electrolytic Aluminum, caustic soda prices are expected to be running at a high level in 2025.

cls.cnJan 9 08:29 ET

Technology giants are competing to build Datacenters as the PCB Industry continues to thrive.

① Amazon's Cloud Computing division, Amazon Web Services (AWS), plans to invest at least 11 billion dollars in Georgia to expand its infrastructure and support various Cloud Computing and AI technologies. ② The investment team pointed out that driven by AI technologies and applications, Servers will be the fastest-growing application area in PCBs, with an expected CAGR of 11.6% to 14.2 billion dollars from 2023 to 2028.

cls.cnJan 8 19:02 ET

Xindong Lianke: The automotive-grade six-axis chip is planned to ship by mid-year; low-altitude economy and humanoid robots are the future incremental markets | Direct coverage of the Shareholder meeting.

① To meet the customer demand in the Autos market, the company is currently developing products that can apply to automotive-grade six-axis chip products. These are expected to enter the market within one to two years during the normal research and development process; ② From the perspective of Institutions, the core performance Indicators of the company's high-performance gyroscope have already reached internationally advanced levels. Due to the lack of competitors of the same level in the domestic market, the company possesses bargaining power, and the gross margin remains at a high level.

cls.cnJan 7 20:31 ET