After the concept divergence of DeepSeek intensifies, the market may enter a volatile rotation rhythm.
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Xiaomi is taking the stage! DeepSeek ignites the "Hundred Mirrors War" as Consumer Electronics welcomes a new opportunity.
① The official Weibo of Xiaomi glasses has been launched, but no content has been published so far; ② Lei Jun expects the product's shipment volume to be "over 300,000 units." ③ Brokerages point out that AI glasses are likely to become a scenario where AI applications first take root.
The stock surged before the major Assets restructuring disclosure. Shida Group plans to acquire Assets with a new symbol, the 2000P computing power project has been put into operation | Quick announcement.
① Shida Group intends to acquire 51% equity of Fujian Shuchan Ming Shang Technology Co., Ltd. The computing power scale of the smart computing center built by Shuchan Ming Shang is 2000P, which has been put into operation and started generating revenue. ② Due to changes in the business sector of Star Cloud Big Data, the Big Data Group stated that the assets injected into the listed company will be changed to Shuchan Ming Shang. ③ On the last trading day (24th), Shida Group opened its limit up during the session, and today there was unusual activity in the collective bidding.
Last year, projected losses exceeded 1.1 billion yuan, and under pressure, Perfect World is seeking transformation by "slimming down". | Interpretations
① Both the gaming and film industries are under pressure, and Perfect World is facing a difficult time, with a projected loss exceeding 1.1 billion yuan last year. ② The company is actively "streamlining" and transforming to seek new opportunities, planning to make provisions for impairment of various Assets exceeding 0.65 billion yuan in 2024. ③ It is reported that the first 30 days of revenue from "Zhu Xian World" exceeded 0.4 billion yuan, and the related performance contribution will be gradually released in subsequent reporting periods.
Involved in the Xiaohongshu Concept? Montnets Cloud Technology Group's full acquisition plan has been released. The symbol previously attempted to go public on GEM but was unsuccessful. | Quick reading of the announcement.
① Montnets Cloud Technology Group intends to acquire 100% of BiCheng Digital's shares, and the company's Stocks will resume trading from January 16. ② BiCheng Digital has attracted attention due to its business cooperation with Xiaohongshu. ③ BiCheng Digital previously attempted to go public on the GEM but was unsuccessful, with net profit Indicators in 2022 and 2023 even surpassing those of Montnets Cloud Technology Group.
In Q4, expected losses could exceed 0.8 billion yuan due to intensified competition and industry cycle adjustments. China Greatwall Technology Group anticipates an expanded loss last year | Interpretations
① Due to intensified market competition combined with multiple impacts from industry policies and adjustments in the industrial cycle, China Greatwall Technology Group reported a maximum expected loss of 1.52 billion yuan last year, with the highest single-quarter loss in Q4 potentially exceeding 0.8 billion yuan, reaching a new high. ② As of now, there has been no progress on the public listing for the sale of 40% equity in Greatwall Galaxy Technology. ③ From October 16 to November 11, the stock price of China Greatwall, a Concept stock, increased by 141.83%, while its performance exhibited some peculiarities.