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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.
Officials announced that the “key figure” Chow Wai-wai has been fired! It holds 850,000 shares of Hongbo Co., Ltd.
① On April 16, Beijing Yingbo Digital Technology Co., Ltd., a subsidiary of Hongbo Co., Ltd. issued a clarification notice stating that the company had dismissed some employees in accordance with relevant regulations. ② As of the disclosure date of the announcement, Zhou Weiwei held 850,000 shares of the company, accounting for 0.17% of the total number of shares in the company.
The “face of all living beings” of bullish computing power stocks: Hi-Tech Development's blockbuster takeover hangs Hongbo Co., Ltd.'s performance forecast and “changed its face”
① Hi-Tech Development announced late at night, and the major takeover was pending; ② Hongbo Co., Ltd.'s performance changed dramatically, and the subsidiary team's conflict intensified; ③ The Annel contract was terminated, and the China-Bay Communications Order was “counterfeited”.
Yingbo Mathematics: Dismissal of some employees according to regulations
① The company has dismissed some employees from their positions in accordance with relevant regulations. After the work of the relevant employees has been adjusted, their remarks and actions do not represent the position and views of Beijing Yingbo Digital Technology Co., Ltd. ② The company reaffirms its position: Beijing Yingbo Digital Technology Co., Ltd. as a wholly-owned subsidiary of Hongbo Co., Ltd. has always insisted on operating in accordance with the law.
Performance forecast, profit, loss, warning letter, “dark horse in computing power,” says: Deep reflection and lessons learned
① Hongbo Co., Ltd.'s 2023 performance forecast changed from “pre-profit” to “pre-loss”. Today, the company's stock price fell to a standstill, and the market value shrunk by more than 1 billion yuan; ② The “big change in face” of the performance forecast caused an uproar in public opinion. According to tonight's announcement, the company and relevant responsible personnel recently received a warning letter from the Fujian Securities Regulatory Bureau.
[Data review] Ningde Times received northbound capital to increase positions by more than 1.6 billion, and three powerful tourism companies joined forces to grab funds and expand maintenance information
① The Ningde Era, which surged today, received a net purchase of 1.62 billion dollars from northbound capital, setting a new high net purchase amount in a single day during the year. ② The computing power concept stock Tuowei Information was purchased by three first-tier investors. Among them, the Hangzhou Shangtang Road Sales Department of Caitong Securities bought nearly 100 million yuan.
Computing power crosses the boundaries of bullish stocks: Will new faces such as Annell, Henglin, and Annuoqi “rise to prominence”, recreate the myth that their predecessor Hongbo shares are 10 times bigger than their predecessor?
① AI computing power surged, and the stock price of the cross-border bull stock Anna doubled in 11 trading days; ② Home furnishing manufacturer Henglin Co., Ltd. announced that its stock price rose and stopped the next day, but then plummeted for 2 consecutive days; ③ Hi-Tech Development, which plans to acquire 70% of Huakun Zhenyu's shares, closed on Thursday and recorded a record high of 10 days and 7.
[Data review] Industrial parent machine concept stocks were sold by institutions, and three powerful investors joined forces to grab Hongbo shares
① Huazhong CNC, an industrial mother machine concept stock, was sold by four institutions for more than 80 million yuan, and Yawei Co., Ltd. was sold by institutions for more than 30 million. ② Hongbo Co., Ltd., a computing power leasing concept stock, was bought by three first-tier tourist seats, and China's Taijunan Nanjing Taiping South Road sales department bought more than 50 million yuan. ③ The IF period indicates that the main contract short positions have been drastically reduced, and the number of position reductions is significantly greater than that of long positions.
The “hottest in history” Spring Festival holiday is over, and many institutions are optimistic about the 2024 market trend
Many institutions at home and abroad believe that the Chinese economy will recover smoothly in 2024. As employment and income expectations improve, consumption will become the biggest engine of China's economic growth. As far as A-shares are concerned, various industries such as retail, restaurants, cinemas, and tourism are expected to be boosted.
Nvidia continues to order high-performance GPUs, the agency says it is firmly optimistic about the computing power industry chain
① The Indian data center and server operator Yotta, which ordered 16,000 H100 units from Nvidia last year, will order another 16,000 GPUs from Nvidia. ② Cinda Securities believes that with the gradual development of AI, the demand for downstream computing power continues to rise, the closed loop on the application side is gradually becoming clear, and it is firmly optimistic about the computing power industry chain.
Phantom beast Paru explodes! The “game+AI” era begins, and Ali Tencent starts a price war to compete for players
Currently, Alibaba Cloud and Tencent Cloud are prominently providing “Phantom Beast” deployment tutorials on the homepage, and have reduced the price of online game servers to a minimum of 26 yuan/month.
115 domestic game editions released! New listed companies such as “My Three Body: 2277” are on the list
① Early this morning, the January domestic game version was released, and a total of 115 new games were approved. ② Youzu Network's “My Three Body: 2277”, as well as many new listed companies such as 37 Entertainment, Gibbitt, Glacier Network, Century Huatong, and Changqu Technology, are listed. ③ An agency source told the Financial Federation reporter that the number of editions distributed this time is impressive. It is expected that subsequent industry supervision will maintain a steady, moderate and positive trend, and the game sector is expected to speed up restoration.
Futu Morning Post | Nvidia, AMD, Google and others hit new highs; Tesla fell by more than 12%, and bears made a profit of 3.4 billion US dollars during the year
The US GDP growth rate in the fourth quarter greatly exceeded expectations, and interest rate cuts were not falling but rising; Intel's performance guidelines for the first quarter fell far short of expectations; the poor data center business position was difficult to guarantee; it plummeted 10% after the market; Apple made historic concessions in the European Union! Fees have been reduced, downloads outside of app stores are allowed, and browsers and payment systems have all changed.
The stock price of the participating company Guiguang Network fell, and Gehua Cable's performance turned into a loss last year
① Affected by the falling stock price of the participating company Guiguang Network, Gehua Cable experienced its first annual performance loss since listing, which is expected to exceed 148 million yuan. ② Last year, Guiguang Network had a cumulative decline of nearly 40%. As of September 30, 2023, Gehua Cable held 299.564 million shares of Guiguang Network, accounting for 2.48% of Guiguang Network's total share capital.
The Ministry of Industry and Information Technology promotes the accelerated formation of a standard system for the AI industry, and the commercialization process of AI applications is expected to accelerate
① The Ministry of Industry and Information Technology solicited public comments on the “Guidelines for Establishing a Comprehensive Standardization System for the National Artificial Intelligence Industry” (Draft for Comments) to accelerate the formation of a standard system to promote the high-quality development of the AI industry. ② Pacific Securities released a research report saying that the combination of AI technology and products in various fields at CES shows that AI technology is gradually being integrated into various application scenarios, and the launch of GPT Store is expected to bring about the rapid implementation of AI applications.
Tonghuashun has plummeted into the headlines, and rumors of intraday financing bursting out are rife. What is the truth? 102 funds were heavily invested in the third quarter of last year
① Tonflush fell more than 14% in the intraday period today, closing down 9.72%; ② In the third quarter of last year, 102 funds owned by 42 companies held Tonflush in heavy positions.
Is leasing computing power “really fragrant”? Hongbo Co., Ltd.'s performance reversed losses, and the Q4 net profit reached a maximum of nearly 90 million yuan, but the controlling shareholder got into trouble
① Hongbo Co., Ltd. expects to turn a loss into a profit last year, and operating income will increase sharply year over year. Mainly, the wholly-owned subsidiary Yingbo Digital has achieved excellent results. Judging from the disclosed orders, Hongbo Co., Ltd. currently has the largest transaction scale among domestic computing power leasing manufacturers. ② Yutai Holdings, the controlling shareholder of the company, got into trouble. It was filed for bankruptcy and restructuring at the end of last year, and some of its shares in Hongbo shares were judicially withheld.
Yao Ji Technology's net profit for the year exceeded 530 million yuan but didn't make much money in Q4
① Yao Ji Technology announced a forecast increase in 2023 results this evening. Net profit to mother is expected to be 530 million yuan to 650 million yuan, an increase of 52%-86% over the previous year. ② According to the company, it mainly benefited from the increase in profits in the game sector, while game promotion fees declined year-on-year. ③ Considering that the company has achieved net profit of 557.7 million yuan in the first three quarters of 2023, some institutional sources believe that “this performance is lower than expected.”
Third batch of the year! Forty new imported tours were approved, and the game industry in the “cold wind” ushered in a ray of “warmth”
① The third batch of imported game versions was released during the year, and 40 new games were approved. A total of 98 imported game versions were released this year, exceeding the level of the past three years. ② Opinions on the new online game regulations severely hurt game stocks today. Industry insiders say the impact cannot be accurately assessed yet, and many listed companies have responded.
The new regulations for online games will be introduced. How big will the impact be? The latest responses from a number of listed companies
Financial News Agency, December 22. The State Administration of Press and Publication issued the “Measures for the Administration of Online Games (Draft for Comments)” today, which proposes that online games must not set inductive rewards such as daily logins, initial recharges, and continuous recharges.