【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.
The popularity is second only to ChatGPT! How much computing power does ByteBean need to support it? Which companies are likely to benefit?
The analyst team at Minsheng Securities stated that as ByteDance continues to deepen its layout in AI, the demand for computing power, data, and energy consumption solutions will significantly increase, which will also drive growth in AI Education, advertising services, and other Industries.
shenzhen transsion holdings co., ltd.: Currently in negotiations with patent holders on patent rights. Emerging markets are still in the trend of transitioning from feature phones to asia vets. | Earnings conference direct hit
① Zhu Zhaojiang stated that overall, the penetration rate of smart devices in emerging markets is lower compared to North America, Western Europe, and developed economies in the Asia-Pacific region and the china market. Replacing feature phones with smart devices remains an important factor driving smart device market growth in emerging markets; ② He mentioned that Transsion is currently negotiating with patent holders to promote the establishment of reasonable licensing fees within the framework of fairness, reasonableness, and non-discrimination principles.
The 2024 Quantum Technology and Industry Conference is about to be held, and the quantum computing market is accelerating commercialization.
On November 29-30, 2024, the Quantum Technology and Industry Conference will be held in Hefei, with the theme of "Quantum Leap, Future Prospects." China Great Wall Securities believes that China's quantum information technology is gradually breaking through the global leading position, with core systems gradually achieving independent controllability. In the future, with continuous evolution on the policy and industrial fronts, we remain bullish on the continuous expansion of the quantum computing industry.
The global data cross-border flow cooperation initiative has been launched, and the cni data factor index industry is expected to usher in a qualitative change.
According to the WeChat official account of Cyberspace Administration of China, the National Cyberspace Administration of China has put forward a global data cross-border flow cooperation initiative, aiming to balance the relationship between technological innovation and security, economic development, and personal privacy protection. Tianfeng Securities believes that with the implementation of detailed rules for data elements and accelerated promotion of typical application cases, the industry is expected to undergo a qualitative change.
[Data Analysis] Speculative funds' activity significantly rebounded, four business departments jointly rushing to subscribe to China Greatwall Technology Group nearly 1 billion.
① The activity of speculative capital has significantly increased compared to the previous few days, with multiple individual stocks receiving over billion in buy and sell transactions. ② China Greatwall Technology Group received a total buy-in of 0.975 billion from four first-tier speculative capital seats; Grinm Advanced Materials received a total buy-in of over 0.4 billion from four first-tier speculative capital seats.