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The worst fund plummeted 30%! How did China Securities go after it plummeted?
The Internet industry's “Cybersecurity Law” and anti-monopoly laws have become stricter, education “double reduction” policies have been implemented, and China's strong regulatory policy has raised concerns about uncertainty about Chinese stocks in the global market. After the “double reduction” regulatory policy was implemented, there was a panic sell-off in Hong Kong stocks and China Securities, and this sentiment immediately spread back into A-shares. Xinhua News Agency published an article late at night. The market also reported that regulators are actively communicating with overseas asset management agencies. Obviously, the current strong supervision is limited to the education sector, and no market concerns have spread to private healthcare, medical aesthetics, or alcohol consumption. After the market initially stabilizes, the full release of risk sentiment is still needed
The fund's performance list for the first half of the year was the most impressive 83%!
As of June 30, the net worth of funds was updated, and this year's public fund “secondary school entrance examination” performance was also freshly revealed! In the first half of this year, in the midst of the COVID-19 pandemic and the huge shock in domestic and overseas stock markets, active equity funds once again achieved excess income of about 18% compared to the Shanghai and Shenzhen 300 Index. Funds with themes such as pharmaceuticals and technology performed excellently. The most profitable funds surged 83%, and there were more than 100 funds that earned more than 50% in the first half of the year. Pharmaceutical-themed funds topped the list and made 80% profit in the first half of this year. In the first half of this year, hot spots such as pharmaceuticals, medical equipment, 5G, chips, new energy vehicles, and artificial intelligence continued to ignite the stock market, and related themed funds also achieved no results
Chuancai Securities-- High-end Manufacturing / Internet of things Industry Weekly: China's medical artificial intelligence is accelerating the landing of industrialization
[summary of the research report] the main index of A shares rose slightly this week, while the performance of the Internet of things sector was mediocre. In the Internet of things plate, the MCU plate in the perceptual layer rose 6.36%, which performed best, while the communications plate in the transport layer fell 4.91%, the worst performance. We continue to be optimistic about the development of the Internet of things industry in the next 5-10 years, considering the rhythm of implementation and landing as well as the certainty of investment, we suggest that we should focus on the RF module and communication module plate of the transport layer, and still consider the sensor and MCU plate of the bargain-seeking and layout sensing layer, and continue to pay attention to the industrial Internet and ubiquitous power Internet of the platform and application layer in the short term.
Break foreign monopolies and put “eyes” on high-end semiconductor manufacturing with concentrated technology
The semiconductor industry chain includes parts such as chip design, chip manufacturing, package testing, etc. In the manufacturing and package testing process, quality inspection and yield control are particularly important. Package testing equipment is known as the “packaging inspector” for chip shipments. However, the power that can be exerted by humans alone is extremely limited, and sealing and testing equipment relies heavily on machine vision. Machine vision is considered the “eye” and “brain” of industrial production. However, due to characteristics such as complex algorithms, high accuracy, and strong real-time performance, machine vision in the semiconductor field is one of the hardest fields to break through in AI applications. Currently, Jushi Technology's self-developed machine vision inspection system Focus