After the concept divergence of DeepSeek intensifies, the market may enter a volatile rotation rhythm.
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Pure coincidence? Nine days before the suspension of trading, northbound funds rushed to increase their positions by 175%. Ningbo Cixing terminated its restructuring and returned to trading empty-handed. | Quick read of the announcement.
① Ningbo Cixing's acquisition of Wuhan Minsheng has suddenly come to a halt, and the listed company has today resumed trading with empty hands. ② Yesterday afternoon, Cai Lian News reported an analysis of the details, background, and doubts surrounding this acquisition. ③ In the two days before the trading halt, northbound funds hurriedly built positions in Ningbo Cixing, and the trading behavior was severely abnormal. ④ The illegal and irregular behaviors of cross-market interconnection funds are also subject to strict investigation and management by the authorities.
Emotional value leads to a new trend. AI companion Siasun Robot&Automation may become a new wave in AI Hardware.
① Compared to AI toys, it has been learned that AI companion humanoid robots are a more advanced version of AI application scenarios. Previously, Apple has made efforts in desktop-level companion robots. ② Huajin Securities pointed out that the emergence of companion-type small robots marks the official arrival of the Asia Vets companion era.
Publicly listed companies are scrambling to layout the Industry Chain of AI toys, which may lead to a surge.
① According to media reports, industry insiders believe that AI toys are one of the best landing scenarios for large models in the Hardware sector. Nowadays, not only are listed companies developing AI toy products, but many startup companies have also emerged and received tens of millions in financing. ② China Securities Co., Ltd. believes that the long payment cycle and high market growth of AI toys make them one of the best landing scenarios for current large models.
Special Treat Huato's 2024 performance is expected to increase by up to three times. 'Endless Winter' sets a new high for revenue in the same category of games | Interpretations
① The gaming Business is experiencing rapid growth, and Special Treat HuTong expects to achieve a net income of 1.6 billion to -2.3 billion yuan in 2024, a year-on-year increase of 205% to 338%; ② The popularity of "Endless Winter" and "Whiteout Survival" is at the core of the company's performance growth, with both generating new revenue highs for the category; ③ The company's two large computing power centers are accelerating construction.
Beijing Ultrapower Software expects that last year's net profit increased by over 50% year-on-year. Two new SLG games have begun commercial testing overseas | Interpretations
① Benefiting from the steady performance of overseas games, Beijing Ultrapower Software expects last year's net profit to increase by more than 50% year-on-year. ② The company's two new SLG games have begun commercial testing overseas and will also be launched in the domestic market at an appropriate time.