The market has entered a period of reduced volume and chaos, with increasing divergence between Siasun Robot&Automation and AI. Can new hotspots break through?

Yesterday, the market continued its differentiated consolidation trend, with the three major Indexes bottoming out and rebounding slightly, while the trading volume shrank to around 1.5 trillion.

cls.cnMar 10 21:22 ET

In February, the auto market welcomed a "small spring": the sales of 12 listed in Hong Kong and A-share companies all saw year-on-year growth.

① The data from the Passenger Vehicle Association on March 10 shows that retail sales of passenger vehicles in February reached 1.386 million units, a year-on-year increase of 26.0%; the cumulative retail sales for January and February this year reached 3.179 million units, a year-on-year increase of 1.2%. ② According to statistics from financial reporters, the sales of 12 A/H listed auto companies in February all achieved year-on-year growth. Among them, BYD, Xpeng Motors, LEAPMOTOR, and BAIC BluePark New Energy Technology achieved multiple growth.

cls.cnMar 10 06:29 ET

Delivery next month! Sharetronic Data Technology plans to purchase servers for no more than 3 billion yuan. Does it have the highest cooperation qualification with NVIDIA? | Quick Read Announcement

① Sharetronic Data Technology announced plans to purchase Servers from multiple suppliers, with the total procurement contract amount expected to not exceed 3 billion yuan, mainly used to provide customers with Rental & Leasing Services, with a pre-delivery time in April. ② A major concern is whether Sharetronic Data Technology possesses the relevant operational qualifications from NVIDIA. There are reports that they have "secured NVIDIA's highest partnership qualification," but Sharetronic Data Technology has not responded positively to this.

cls.cnMar 7 10:48 ET

Channel SSD storage prices have risen for two consecutive weeks, and domestic enterprise-level SSDs are expected to welcome an increase in demand opportunities.

At the beginning of March, benefiting from the shortage of Low Stock Price resources and continuous price increases, the rising costs have driven some channels' SSD finished product prices to increase for two consecutive weeks. Guosen stated that AI has opened up the incremental market for SSDs, and domestic production has opened a verification window, providing incremental opportunities for domestic enterprise-level SSDs.

cls.cnMar 5 19:10 ET

Unleashing the killer move in the small and medium-sized panel market | Exclusive interview with TCL Huaxing's Zhou Mingzhong.

Printed OLED and eye-protecting screen.

wallstreetcnMar 5 08:23 ET

【Data Watch】Institutions are fiercely competing over Shanghai CDXJ Digital Technology, while three speculators team up to offload shares of Power HF Co., Ltd.

① The concept stock related to computing power, Shanghai CDXJ Digital Technology, was sold by an institution for 0.286 billion while receiving a buy from another institution for 0.164 billion. ② In the end, Power HF Co., Ltd. experienced a 'Tian Di Ban' performance, with three top-tier speculative trading positions collectively selling over 90 million.

cls.cnMar 3 05:14 ET