The "budget version" of the iPhone is about to begin mass production, highlighting opportunities in the Apple Industry Chain.
① According to media reports, sources from the Industry Chain have revealed that Apple's spring "budget version" iPhone new model will begin mass production in mid-January 2025. ② Tianfeng previously stated that the iPhone is expected to become an important traffic entrance for Gen AI, highlighting opportunities in the Industry and Industry Chain.
Investment in Ultra High Pressure continues to accelerate, and Analysts predict that the bidding process is expected to speed up in 2025.
① The "Xinjiang Power Transmission to Chongqing" project, the Hami-Chongqing ±800 kV Ultra High Pressure Direct Current transmission line project, has been fully connected. ② Xiangcai Securities believes that Ultra High Pressure is a key infrastructure for the delivery of large New energy Fund bases, and 2025 marks the concluding year of the 14th Five-Year Plan. To promote the consumption of New energy Fund, the progress of bidding in 2025 is expected to accelerate.
Chang Guangchenxin's Star IPO has been terminated, and the rationality of the hundred billion valuation has been questioned. Changchun Up Optotech and Lingyun Optics hold shares.
① The Shanghai Stock Exchange announced that Changguang Chanchip and its sponsor GTJA have withdrawn their application for issuance and listing, deciding to terminate the review of their Star board issuance and listing; ② Before the IPO was terminated, Changguang Chanchip was inquired by the Shanghai Stock Exchange regarding issues such as related party transactions, the rationality of the valuation, and whether it harmed the interests of public investors, to which Changguang Chanchip did not respond until February 2024.
[Market Data Analysis] IF and IM index futures bulls significantly increased their positions, and four Institutions jointly decided to Buy Guangdong Topstar Technology.
① If the Block Orders for the IF index futures increase by more than 5,000 contracts, and the IM contracts increase by more than 3,000 contracts, the increase in quantity is significantly greater than the short positions. ② The Robot Concept stock Guangdong Topstar Technology has been heavily purchased by four Institutions, with a total buying amount reaching 0.173 billion.
NVIDIA releases the general robot model RVT-2, accelerating the implementation of humanoid robot intelligence.
① NVIDIA has released the robot's Hardware solution Jetson Orin series chips and Software solution Isaac platform, which can be used for the training, development, simulation, and deployment of robots throughout the process. ② Changjiang Securities stated that NVIDIA, being a core manufacturer of AI computing power, has entered the field of humanoid robots, and is expected to provide strong technical support for downstream robot software manufacturers, accelerating the iteration of AI model training.
The fourth "Xu Xiang Concept" stock equity will be auctioned, and two listed companies have not yet made a statement | Quick read of the announcement.
As of the time of writing, the Xu Xiang family’s holdings in Ningbo Kangqiang Electronics and Nanjing Tanker Corporation have not yet released related auction announcements; According to the closing price on December 27, the combined value of the auction-related stocks such as Daheng New Epoch Technology, Ningbo Zhongbai, Deluxe Family, and Wenfeng Great World Chain Development Corporation has exceeded 2.5 billion yuan; The final profit and loss of the Xu Xiang family's holdings mentioned above will depend on the specific circumstances of the judicial auction.