【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 intensive release of new products represented by the Huawei Mate 70 marks the arrival of the traditional Q4 peak season in the consumer electronics industry.
① According to media reports, Huawei's terminal BG CEO He Gang stated in an interview on the evening of December 4 that the pre-orders for the Huawei Mate70 series have exceeded 6.7 million, and due to high demand, the initial supply is still slightly insufficient. ② Shanxi stated that the fourth quarter, being the peak season for consumer electronics, will see a wave of device replacements and drive inventory stocking in related supply chains.
Brokerage morning meeting highlights: The construction of a national unified electrical utilities market is accelerating, bullish on three main lines.
In today's brokerage morning meeting, htsc stated that the construction of a national unified electrical utilities market is accelerating, with a bullish outlook on three main lines; Galaxy Securities indicated that 5G applications are expected to develop on a large scale, selecting high-quality symbols with improved marginal prosperity; haitong sec expressed a bullish view on the steady rise of rare earth prices.
[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.
【Data Monitoring】 The huatai-pb china science and technology innovation board 50 component etf saw a significant decrease in its shares last week, with many stocks such as china greatwall technology group experiencing intense speculation from frontline fu
①Last week, the redemption of multiple star index ETFs decreased significantly, with a 4.8 billion decrease in the shares of ChinaAMC Star50 ETF (588000). ②Multiple popular stocks in the market experienced significant buying and selling activities from first-tier institutional investors, with china greatwall technology group being bought by citic sec Peking headquarters business department for 0.149 billion, while also being sold by a total of 0.364 billion from two other first-tier institutional investor seats.
The first domestically produced independently controllable vehicle-grade MCU chip has been released, and the semiconductor industry is expected to continue growing.
On November 9, dongfeng automobile led the establishment of the Hubei Province Vehicle-Grade Chip Industry Technology Innovation Consortium to release a high-performance vehicle-grade MCU chip - DF30, filling the domestic gap. Huafu Securities stated that the semiconductor industry is growing rapidly, with revenue recovery at all levels, and driven by innovation in AI, HPC, edge AI/foldable screens, the semiconductor industry is expected to continue its growth trend.