Multiple billion-dollar private equity funds are conducting research on Hangzhou Hikvision Digital Technology, Luxshare Precision Industry, with Feng Liu, Deng Xiaofeng, and Lin Peng never absent.

① The proportion of hundreds of billions of private equity firms in the top ten of the private equity research ranking has decreased, with the top position being held by Zhengyuan Investment, the only private equity firm with over a thousand research visits this year; ② Overall, private equity is more focused on stocks in the star; ③ Several hundred billion private equity firms are still clustered around researching hangzhou hikvision digital technology and luxshare precision industry; ④ This year, Feng Liu has researched hangzhou hikvision digital technology three times, and Deng Xiaofeng has researched luxshare precision industry four times.

cls.cnDec 1 01:51 ET

[Data Analysis] Block orders of IM futures significantly increased their long positions, with funds from multiple sources joining hands to rush to subscribe to China Wafer Level CSP.

①The main contract for IM futures saw a significant increase in long positions by over 7,000 lots, with the number of additional positions clearly exceeding the short positions. ②Chip stock China Wafer Level CSP attracted institutions, speculative funds, and algo funds to buy in, with Huaxin Securities Shanghai Wanping South Road branch buying 0.26 billion.

cls.cnNov 12 05:05 ET

[Data Watching] Trading volume of multiple broad-based index ETFs surged, ofilm group co., ltd. was dumped by a "mysterious seat" nearly 1 billion.

①The trading volume of multiple csi 300 index, csi 500 index and csi 1000 index increased significantly compared to yesterday, with the trading volume of Guangfa300 ETF Fund (510360) increasing by 168% compared to the previous day. ②Consumer electronics concept stock ofilm group co., ltd was sold by the swhy anhui branch for 0.977 billion, and this branch had relatively few appearances on the previous list.

cls.cnOct 29 06:12 ET

Report: Apple significantly reduced the production volume of Vision Pro, and the current version may be completely discontinued by the end of the year.

Due to poor sales, apple may suspend the assembly of Vision Pro as early as November, and suspend the R&D work on high-end version upgrades for at least a year. Currently, suppliers have produced enough components for 0.5 to 0.6 million headsets, and apple may have accumulated enough inventory to sell through next year. An employee said that in recent weeks, apple has informed luxshare precision industry, the assembler of Vision Pro, to reduce production from around 2,000 units per day to about 1,000 units.

wallstreetcnOct 23 12:27 ET

[Data Analysis] Short positions of IH and IF stock index futures reduced significantly, institutions and speculative funds collaborate to seize opportunities in ofilm group co., ltd.

1. Short positions in IH and IF main contract futures have reduced by nearly 3000 lots, with a significant reduction compared to long positions. 2. Consumer electronics concept stock ofilm group co., ltd. received buy orders from institutions exceeding 50 million, and also received a buy order of 0.257 billion from china securities co.,ltd. peking chaowai street business department.

cls.cnOct 17 06:03 ET

The main theme is a mild recovery. The A-share semiconductor sector ushers in the trend of pre-increase. How will the future industry prosperity develop?

①15 semiconductor companies have forecasted their performance in the first three quarters, with 11 companies expecting growth and 2 turning losses around; ② The industry is gradually recovering, market demand is picking up, becoming the main theme of this round of performance optimism; ③ Some interviewees believe that in the second half of the year, perhaps only the market for mid-to-high-end chips is still doing well.

cls.cnOct 15 21:40 ET