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After nearly four years, the Fund has once again reduced its shareholding in Semiconductor Manufacturing International Corporation.
① Xin Xin Hong Kong, holding more than 5%, has reduced its shareholding in Semiconductor Manufacturing International Corporation by 11.3 million shares, resulting in a new shareholding ratio of 6.91%; ② Xin Xin Hong Kong is a wholly-owned company of the Fund Phase I, and it has been nearly four years since the last shareholding reduction. The Fund Phase II has not announced a reduction plan since it was released from the ban in July 2021.
Star Evening Report | Shareholders of Beijing Kingsoft Office Software, Inc plan to inquire about the transfer of 7.7618 million shares. Angruiwei's IPO application on the Star has been accepted.
① Multiple Star companies stated that their local Business was not affected by the earthquake; ② Manus announced two pricing plans of $39 and $199; ③ NVIDIA's special supply GPUs for the mainland saw a surge in orders.
The Index may return to adjustment in the short term, with a focus on the Diffusion opportunities in the Marine Economy as the theme rotation accelerates.
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The "hot battle" of humanoid robots has begun: frequent release of new products. Is the year of mass production really here? | Industry observation
① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.
China Academy of Information and Communications Technology has initiated the development of technical standards for multimodal Asia Vets, marking the explosive year of AI agents.
① To further accelerate the empowerment of industries by Asia Vets and promote the high-quality development of multimodal Asia Vets, the China Academy of Information and Communications Technology has officially launched the preparation of technical specifications for multimodal Asia Vets. ② Industrial giants are focusing on AI Agents, marking the explosive growth year for AI Agents.
The first annual report on computing power chips of the year has been released! Haiguang Information's 2024 revenue is expected to increase by over 50%, significantly increasing inventory four times to ensure supply.
① Haiguang Information released its 2024 financial report, with revenue of 9.152 billion yuan, a 52.40% increase compared to the same period last year, and a year-on-year increase of 52.87% in Net income attributable to the parent company; ② Haiguang Information stated that the industrial ecosystem of its high-end processor products is continually expanding, with increased applications in various Industries and the emerging AI large model industry, leading to a 405.09% year-on-year increase in inventory value by the end of 2024.