BK0429 Smart City
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Pearl of the Orient: Two major cultural real estate projects are expected to be completed by the end of the year. Explore cultural tourism and short drama linkages | Direct access to performance meetings
① Cultural tourism consumption continues to rise, and the progress of the Oriental Pearl Cultural Real Estate Project (Oriental Intelligent Media City, Oriental Pearl Digital Film and Television Production Base) has attracted investors' attention. ② Oriental Pearl executives revealed at the performance conference that the first phase of the Oriental Intelligent Media City project is expected to be completed and put into operation from the end of 2024 to the beginning of 2025, and the investment promotion work is currently proceeding normally according to the plan; the Oriental Pearl Digital Film and Television Base is expected to be completed by the end of 2024.
Be alert! Nearly 50 listed companies “wear hats” this month. ST Credit has taken 9 downturns. Here is a list of the reasons behind ST or*ST being implemented
① Since May, 46 A-share listed companies have been “wearing hats” (attached table); ② 27 listed companies, including Guorui Technology and Zhongtai Chemical, have not implemented any risk warnings to 19 listed companies, including ST, Asia Star Bus, and Longyu Co., Ltd., have further deteriorated from risk-free warnings to *ST; ③ After the risk warning was implemented, ST Texin's stock price has fallen to a standstill for 9 consecutive trading days.
Intelligent driving industry events are catalyzing, and institutions are optimistic about sector investment opportunities
Societe Generale Securities said it is optimistic about the progress and investment opportunities of the intelligent driving industry. Judging from the pace of investment, Tesla is the anchor of intelligent driving. FSD's subsequent progress may exceed expectations. There may be many eventful catalysts during the year, and the intelligent driving sector has sector opportunities.
Northbound Capital Purchase Report: IFF received net sales of 215 million yuan
Northbound Capital sold a net sale of 1,967 billion yuan today.
Science and Technology Innovation Board Evening News | Sequoia China, a shareholder of Geling Deep Hitomi, plans to reduce its holdings by no more than 2%, Ruihuatai plans to establish a joint venture with Kailing Chemical
① For the first time, Shenzhen launched the largest car network interactive application in the country; ② Jinmat completed Series B financing of over 400 million yuan.
Northbound Capital Purchase Report: IFF received a net purchase of 468 million yuan
On May 16, Northbound Capital made a significant net purchase of 6.067 billion yuan throughout the day.
Seven families in one night, quite a few, all filed a case!
① Seven listed companies with difficult annual reports were filed by the Securities Regulatory Commission on the same day; ② the problems of Dongxu Optoelectronics and Dongxu Blue Sky are unclear; ③ the problems of Weichuang Co., Ltd. and Puli Pharmaceuticals are relatively clear; ④ the risks of the remaining 3 companies that wear hats have long been perceived by the market.
Quick report on production and sales data of various products for April 2024
Tesla surged more than 15%, and the FSD implementation process accelerated, which is expected to catalyze the smart driving market
① Tesla surged more than 15%, the biggest one-day increase since March 2020. The time when Tesla FSD landed in China is close. ② CITIC Securities believes that FSD V12 is expected to open the ChatGPT moment for Tesla's intelligent driving, and sector sentiment is expected to continue to be catalyzed, and it will continue to be optimistic about this round of smart driving.
Demand for computing power is exploding under the AI wave, and these chips are expected to usher in a golden period of development
① China Mobile officially unveiled the Dayunbanshi DPU at its 2024 Computing Power Network Conference. The chip has a bandwidth of 400 Gbps, doubling the maximum transmission rate of domestic DPU chips. ② Minsheng Securities pointed out that under major trends in the development of AI technology such as ChatGPT, demand for computing power is prominent, and DPU is expected to usher in a golden period of development.
Shenzhen Sanda A plans to divest its wholly-owned subsidiary CLP Digital Innovation to increase investment in China's electronic cloud resources
① Shenzhen Sanda A disclosed that it intends to divest 100% of the shares and related intangible assets of CLP Digital (Beijing) Technology Co., Ltd., a wholly-owned subsidiary that continues to lose money. ② In addition to improving profitability, this move is also aimed at optimizing the data innovation business layout. The data element engineering technology route implemented by CLP Digital Innovation is no longer the focus of this business. ③ Shenzhen Sanda A said it will increase resource investment in China's electronic cloud.
Real estate stocks are collectively “agitated”! Shimao Group surged more than 60%. Can we expect the market on the right?
It is expected to transition to the market on the right
The sole director abstained! “I can't guarantee that this company's quarterly annual report is true, accurate and complete”
① Independent Director Chen Aihua abstained from voting on annual reports, quarterly reports and other related proposals, and cannot guarantee the truth, accuracy, and completeness of the 2023 Annual Report and the 2024 First Quarter Report; ② Analysts said that the new regulations implemented last year and the “Opinions on Strengthening the Supervision of Listed Companies (Trial)” issued by the Securities Regulatory Commission recently reminded sole directors of listed companies to “be careful in their words and actions, and do their part”.
95 domestic game editions have been approved again, and many listed game companies have made gains
The number of game versions has been distributed over 100 for 5 consecutive months. An agency source told the Financial Association reporter that the current supply of editions is in line with expectations, and the distribution pace continues to improve and is expected to continue.
The computing power section has “exploded”! Is IFF preparing for a new wave of rising and stopping markets?
The agency said that with the general trend of artificial intelligence development, computing power has once again become the clearest direction, and demand is expected to continue to be booming.
Many investors asked why gross margin fluctuated in Q1? iFLYTEK: Three businesses are being stepped up to adjust their efforts to the C-side | Direct access to the results conference
① Chairman Liu Qingfeng said that Q1 revenue was relatively low throughout the year, and the continued increase in R&D investment was the main reason for the increase in losses; ② The company plans to release the Spark Model in June this year to be able to benchmark the GPT-4 Turbo level, but the base capacity will still catch up dynamically in the long run.
[Looking at the data] Northbound capital increases positions, and many cyclical stock institutions exceed 100 million yuan to grab high-tech development
① Cyclical stocks such as Zijin Mining, Luoyang Molybdenum, and China Aluminum all received net purchases from northbound capital, of which Zijin Mining received a net purchase of 460 million yuan. ② The computing power concept stock Hi-Tech Development, which had previously declined for 3 consecutive trading days, was bought out of 124 million by two institutions.
According to the news, Apple is developing its own large-scale device-side language model; iFLYTEK's 2023 Q4 revenue growth rebounded significantly; Nvidia US stocks rebounded 4.35% |AI Daily Morning News
① Nvidia rebounded, and its market capitalization once again approached 200 billion US dollars; ② Xiaohongshu welcomed a new head of community content, and the entire business accelerated; ③ In March, the Indian market ranked first in the global mobile game download market.
A new product launch conference for Huawei smart car solutions will be held, and related companies are expected to usher in a new round of product cycles
The “2024 Huawei Smart Car Solution New Product Launch Conference” will be officially held in Beijing on April 24. The theme of this year is “Smart must be done”. At that time, Huawei will release fully upgraded smart car solutions, as well as new products and technologies. At this press conference, Huawei will also announce new smart car solution brands and other important information.
Weekly preview | Tech giants set off a frenzy of results releases! Tesla, Meta, Microsoft, and Google are on the list one after another
US GDP for the first quarter and core PCE data for March will be released. China's April LPR will be announced on Monday; the Bank of Japan will announce the new interest rate decision on Friday.