AI empowers multi-field intelligent terminals to drive optical Hardware to usher in a new round of growth.
① According to media reports, the World Display Industry Innovation Development Conference opened in Chengdu, SiChuan. ② Soochow stated that AI empowers intelligent terminals in multiple fields, driving various terminal optical Hardware to start a new round of innovation cycle, opening long-term growth space.
Siasun Robot&Automation + Asia Vets dual drive Lidar market is expected to grow rapidly.
① According to reports, Hesai Technology will launch its latest product at the upcoming CES - a mini high-performance 3D Lidar specifically designed for the robotics and industrial markets. ② Lidar, known as the "eye of the machine," has become an important tool for robots to perceive their environment due to its high precision, wide range, and strong stability, making the robotics Industry a significant growth engine for the Lidar market in the future.
Multiple billion-dollar private equity funds are conducting research on Hangzhou Hikvision Digital Technology, Luxshare Precision Industry, with Feng Liu, Deng Xiaofeng, and Lin Peng never absent.
1. The proportion of the top ten private equity funds in the private equity research list with assets under management exceeding 10 billion yuan has decreased. CFMCC Wealth Management, the top-ranked firm, is the only one that has been researched more than a thousand times this year. 2. Private equity funds are generally more focused on stocks listed on the STAR Market. 3. Many top private equity funds with assets under management exceeding 10 billion yuan are still focusing on researching Hangzhou Hikvision Digital Technology and luxshare precision industry. 4. So far this year, Feng Liu has conducted research on Hangzhou Hikvision Digital Technology three times, while Deng Xiaofeng has conducted research on luxshare precision industry four times.
[Data Analysis] Block orders of IM futures significantly increased their long positions, with funds from multiple sources joining hands to rush to subscribe to China Wafer Level CSP.
①The main contract for IM futures saw a significant increase in long positions by over 7,000 lots, with the number of additional positions clearly exceeding the short positions. ②Chip stock China Wafer Level CSP attracted institutions, speculative funds, and algo funds to buy in, with Huaxin Securities Shanghai Wanping South Road branch buying 0.26 billion.
【Data Analysis】The trading volume of multiple broad-based index ETFs has increased significantly, with ofilm group co., ltd being sold off by a "mysterious seat" for nearly 1 billion.
①The trading volume of multiple csi 300 index, csi 500 index, and csi 1000 index increased significantly compared to yesterday, with the trading volume of guangfa300 ETF Fund (510360) increasing by 168% compared to the previous day. ②Consumer electronics concept stock ofilm group co., ltd. was sold by swhy anhui branch office for 0.977 billion, and this branch office had fewer seats on the leaderboard before.
Report: Apple significantly reduced the production volume of Vision Pro, and the current version may be completely discontinued by the end of the year.
Due to poor sales, apple may suspend the assembly of Vision Pro as early as November, and suspend the R&D work on high-end version upgrades for at least a year. Currently, suppliers have produced enough components for 0.5 to 0.6 million headsets, and apple may have accumulated enough inventory to sell through next year. An employee said that in recent weeks, apple has informed luxshare precision industry, the assembler of Vision Pro, to reduce production from around 2,000 units per day to about 1,000 units.