After the concept divergence of DeepSeek intensifies, the market may enter a volatile rotation rhythm.
Track the entire lifecycle of the main Sector.
Once again hitting the limit up, 36 public funds have heavily invested in Beijing Enlight Media, with the ETF being the biggest winner as funds are taking profits and exiting.
① Following the previous 3 boards in 5 days, Beijing Enlight Media once again hit the daily limit today; ② The animation and gaming ETF and film and television ETF, heavily invested in this stock, led the market, but funds have accelerated their outflow recently; ③ Some active equity Funds increased their holdings in this stock in the fourth quarter of last year.
[Data Watching] Institutions have continuously offloaded Beijing Enlight Media, while the activity of leading speculators has significantly increased against the trend.
① Beijing Enlight Media, which reached a historical high, saw two Institutions Sell 0.308 billion. The stock also faced over 70 million in Institutional Sell yesterday. ② The activity level of speculative funds increased against the trend, with many stocks seeing over 100 million in trading. Among them, Greatoo Intelligent Equipment Inc. received a total Buy of 0.378 billion from four leading speculative fund seats, and Lianhua Holdings received a Buy of 0.278 billion from the Chongqing Jin Kai Avenue branch of Founder Securities.
[Data Review] Two powerful speculators with over 0.4 billion rush to acquire UCloud, while various funds join forces to sell off Beijing Enlight Media.
① DeepSeek Concept stocks have seen Ukerde receive a total Buy of 0.443 billion from two frontline fund accounts. ② Beijing Enlight Media was Sold over 90 million by Institutions, with CITIC SEC's office in Peking's Jianguo Street selling 0.352 billion, and a Algo position also selling over 90 million.
Beijing Enlight Media became the biggest winner of the Spring Festival slot.
Box office champion.
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.