The volatility of Technology stocks has intensified in the short term, waiting for low-buy opportunities after risks are fully released.
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Siasun Robot&Automation, Deepseek and other main themes are repeatedly active, pay attention to the possibility of further differentiation after the emotional climax.
Track the entire lifecycle of the main Sector.
Counter-cyclical layout of high-performance fluorinated New Materials, Zhejiang Juhua invested 4.2 billion yuan to increase its stake in Gansu Juhua | Quick Announcement
① After the completion of the high-performance fluorinated new materials project, the average annual sales revenue will be 8.211 billion yuan, with an average annual net income of 1.068 billion yuan; ② Zhejiang Juhua stated that the high-performance fluorinated new materials project is an urgent need for Zhejiang Juhua to maintain its leading position in fluorinated refrigerants and fluoropolymers; ③ In recent years, market competition in fluoropolymers has been fierce, being at the bottom of the industry cycle, and major domestic fluorochemical competitors have been approaching resource areas.
DeepSeek's popularity surged over the weekend, and related industry chain companies are expected to ride the wave.
① The AI company DeepSeek, under the Algo brand Huange, became an overnight sensation, trending across major mainstream media and social media in the USA. ② A report from CITIC SEC indicates that the smaller parameter size of the DeepSeek model compared to the GPT-4 model also means lower inference costs, and the reduction in inference costs will be a precursor to the widespread adoption of AI applications.
For the first time since上市, Shanghai Jahwa United plans to propose an impairment of goodwill exceeding 0.5 billion.
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Dalian Bio-Chem increased its investment in Chipwise by 0.1 billion yuan, and many semiconductor giants have appeared on the latest shareholder list of the symbol company | Read the announcement quickly.
① This evening, Dalian Bio-Chem announced that its wholly-owned subsidiary, Xinaohua, has signed an agreement with the new actual controller, current Shareholders, and Other investors of Xinhuilianxin to plan an investment of 0.1 billion yuan, Hold 10.48% of its equity, and become the second largest Shareholder of Xinhuilianxin; ② Xinhuilianxin specializes in wafer bonding equipment, and among the company's current investors are several semiconductor giants such as Semiconductor Manufacturing International Corporation, GigaDevice Semiconductor Inc., Changxin, and others.