BK0389 Facebook Concept(outdated)
- 425.434
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Concept News | Financial Federation adds “electromagnetic shielding” to the theme library
① Electromagnetic shielding materials are widely used in consumer electronics, automobiles, aerospace, communications and other fields. With the comprehensive development of 5G, cloud computing, AI and other industries, it has provided a large amount of market demand for the electromagnetic shielding materials industry. ② List of electromagnetic shielding concept stocks.
Sales of Huawei phones increased by nearly 70% in the first quarter, institutions predict a moderate recovery in the mobile phone market
According to Counterpoint's mobile phone sales report data, smartphone sales in China increased 1.5% year on year in the first quarter of 2024, achieving positive year-on-year growth for the second consecutive quarter. Huawei stood out from all mobile phone brand manufacturers in the first quarter, with a year-on-year increase of 69.7%.
AI server manufacturer Dell's US stock surged 31%, server demand entered a period of expansion
① Benefiting from a surge in demand for AI servers, Dell, one of the world's largest server manufacturers, surpassed expectations in the latest fiscal quarter. Dell's US stock surged 31%, and its share price has more than doubled in the past 12 months. ② According to the Huafu Securities Research Report, as a computing power engine, demand at home and abroad resonates, and the increase in demand for computing power will usher in a rapid increase in demand for AI servers and servers.
“The funds bought are all negative”. The securities agency of listed companies criticizes fund managers by name. Emotions are everywhere, and public offerings are frequently criticized
① After the director of Siyuan Electric angrily criticized the public fund, he also saw the blue light shouting on behalf of the company; ② In the industry's view, Zendai used fund product losses more to respond to market questions about the company's business and profits.
“Phantom Beast Palu” detonates gaming industry agencies say the scale of the industry is expected to grow further
① A game called “Phantom Beast Paru” blew up the gaming world. “Phantom Beast” has a simultaneous online peak of over 1 million on Steam, making it the game with the highest number of simultaneous online players of any paid game in Steam history. ② “Phantom Beast” game developer PocketPair has also developed an AI drawing game “AI: ArtimPostor”. AI is expected to reshape game production methods.
The concept of AI in US stocks has fully exploded, and the multi-modal model has driven the “AI fanaticism” to the next level
① Last night (Thursday), the US stock market once again witnessed an “AI frenzy” led by giants. Google (Alphabet) rose more than 5%, and AMD surged 9.89%. ② Multi-modality will be the next growth point to drive the current round of AI hotspots to move forward. It will promote the implementation of applications such as AI agents, which in turn will drive revolutionary breakthroughs in applications such as autonomous driving and robotics.
Huawei's laptop sales volume bucked the trend and is expected to become an important driving force for the industry's recovery
① According to the latest report released by JFK Market Consulting Co., Ltd., Huawei's thin and light notebook sales in September reached 25.2% in the Chinese domestic market, achieving growth against the trend. ② Zheshang Securities released a research report saying that looking ahead to Q4 this year and even 2024 at the current time, Huawei is expected to become an important driving force for the recovery of the consumer electronics boom in 2024.
Apple WWDC conference preview: not just headsets, the triple impact of XR+AI+ creative tools
Apple Developer Conference WWDC23 will be held from June 6 to 10, Beijing time. The conference may unveil new IOS17, OS systems, Mac computers, and the next generation of MR headsets.
On the eve of WWDC, take a look at the industrial chain behind Apple MR
After ten years of sharpening the sword, Apple MR is expected to lead a new wave of industry. Apple's first headset is expected to be unveiled at the WWDC conference in June. A large number of cutting-edge technologies applied to it will accelerate the innovation process of companies in the industrial chain and lead a new wave in the consumer electronics industry.
What is hidden behind the Q1 report cards of 26 game stocks?
As AI accelerated the “competition”, a number of A-share game companies handed over their report cards for the first quarter of 2023.
Lehua Entertainment is expected to log in to the Hong Kong stock market in September. Maoyan Entertainment and the blue cursor are the cornerstone investors
The company plans to sell 1325.6 million shares globally from August 24 to August 31. It is expected that the shares will be listed on the main board of the Stock Exchange on September 7, 2022.
WTI crude oil hits 14-year-high, Meta shares continue to slide
Yahoo Finance's Jared Blikre details stocks nearing session lows in the final trading hour, the action surrounding energy and utility sectors amid rising oil prices
Express News | The admission list of the first batch of members of the meta-cosmic industry committee of China Mobile Limited Communications Federation was announced, including 8 listed companies.
Express News | A-share afternoon comment: the Prev shrank and fluctuated by 0.15%, while pharmaceutical stocks strengthened collectively.
77.7 billion capital competes for 20 shares: main capital focuses on 9 shares (list)
On December 22, it was reported that the three major indices collectively opened higher, then the trend diverged. The Shanghai Index continued to consolidate weakly, while the Shenzhen Index and the GEM Index consolidated their red market. On the sector side, metaverse concept stocks continue to be strong, driving sectors such as NTF concepts, virtual digital people, and cloud gaming to rise. Sectors such as traditional Chinese medicine and gas continue to rise, and sectors such as tobacco, EDR concepts, and consumer electronics have strengthened; recently, popular real estate stocks have pulled back sharply, and green electricity, shipping, Beijing Stock Exchange concepts, steel, securities and other sectors have weakened. Overall, the pattern of strength between Shenzhen and Shanghai is quite obvious. Individual stocks have had mixed ups and downs, and the profit effect is average. The transaction between the two markets broke for the 44th consecutive trading day
News flash: consumer electronics concept stocks continue to strengthen, intensive research technology is up more than 10%
December 22 news, consumer electronics stocks continued to strengthen. As of press time, Jingyan Technology has risen by more than 10%, while Xingrui Technology, Guangfeng Technology, Fei Rongda, Jiahe Intelligence, and Lixun Precision have increased by more than 5%. On the news side, Honor official Weibo announced today that it will soon release its first folding screen flagship mobile phone, Honor Magic V; XIAOMI 12 will be released next Tuesday. The gradual release of new products in the fourth quarter is expected to boost the performance of relevant companies; in addition, the price increase of components at the industrial chain level has slowed down, further reducing the cost pressure in the middle reaches, and profitability is expected to recover.
Baotong Technology: the Winter Olympics VR game "Fantasy Ski" will be launched at the end of January 2022.
Baotong Technology said in the interactive platform, Hashiqi has been focused on the research and development of AR/VR games, "fantasy skiing" has been iterated for three generations and has become a series of products with market influence, while the Winter Olympic VR games are built by the original team of "fantasy skiing" research and development team. on the basis of retaining the "fantasy skiing" immersive ice and snow exciting experience and competitive excellence, the Winter Olympic Games VR games have added more Winter Olympic sports. The game is expected to be launched at the end of January 2022, when it will participate in the promotion of the Winter Olympic Games.
Guosheng Securities: an important track of virtual human meta-universe pays attention to virtual human production and IP operation.
Guosheng Securities believes that virtual humans exist in digital form, with human appearance, characteristics and behavior, and rely on virtual images displayed by science and technology. As an important track of meta-universe, virtual human can bring rich content and immersive experience to meta-universe. It is recommended to pay attention to virtual human production and IP operation. 1) Virtual human production: NVIDIA Corp, Tencent, Unity, iFLYTEK, Jiecheng shares, Feng Shang Culture; 2) Virtual human operation: mango hypermedia, Blue cursor, Saturday, Zhejiang Interconnection, Alpha Animation & Culture; 3) Virtual human computing power: American Pixel, ZTE Corporation, Xinyi Sheng, Zhongji Xuchuang, Guanghetong, Mega Intelligence, etc.
78.8 billion fund scramble for 20 shares: main funds focus on 8 shares (list)
December 21 news, the three major indices opened slightly lower, and then the trend of differentiation, Prev to maintain the red market finishing, gem index high down. In terms of the plate, the real estate sector continued to be strong, driving the real estate industry chain such as prefabricated buildings, building materials and household light industry to rise, while scenic spots, tourism and meta-cosmic concept stocks strengthened again; agricultural cultivation, salt lake lithium extraction, liquor and other plates weakened. The afternoon index rebounded across the board, the Prev index expanded, and the gem index pulled up and turned red. Banks, securities and other major financial sectors continued to be active, while education, the Beijing Stock Exchange concept, power and other sectors warmed up. Overall, market sentiment rebounded, and individual stocks rose generally.
News flash: the meta-universe plate continues to decline, Shunwu Technology, Silk Road Vision, Zhongqingbao fell by more than 8%.
December 20 news, the meta-universe plate continues to fall. Shunwang Technology, Silk Road Vision and Zhongqingbao fell more than 8%, while Tom Cat, Perfect World, Guoguang Electric Appliances, Baotong Technology and so on fell.