There are heavy news worthy of attention tonight:
1. Selling 2.567 billion in one minute leads to diving in A shares!
2. Nvidia is "stealing home"? The new AI chip is ten times faster than the GPU
3. The quantitative transaction report system of the Shanghai -Shenzhen Exchange landed: Incorporate the north -directional transaction into the report scope
4. The "T+0" message swipes the screen, the brokerage stocks have changed! If the impact of the implementation on the transaction is?
5. Mastest quantitative private equity liquidation and bankrupt
The following is the Evening News:
1. Selling 2.567 billion in one minute leads to diving in A shares!
Important: ★★★★★
On February 20th, the Shanghai Stock Exchange and the Shenzhen Stock Exchange announced separately that in the transaction monitoring, it was found that Ningbo Lingling sold a large number of Shanghai stocks and Shenzhen stocks in a short period of time on February 19th.Diving, Ningbo Lingjun restricted transactions for 3 days and publicized condemnation.
2. Nvidia is "stealing home"? The new AI chip is ten times faster than the GPU
Important: ★★★★
A startup named GROQ burst into fire in the AI circle! The company's chip reasoning speed is increased by 10 times compared with Nvidia GPU, and the cost is only 1/10;
Tokens, crushing ChatGPT-3.5 about 40 tokens/second.
It is reported that the GROQ chip completely puts aside HBM and Cowos packaging that Nvida GPU is quite relied on. It uses 14nm process and is equipped with 230MB
SRAM, memory bandwidth reaches 80tb/s.In terms of computing power, its integer (8 -bit) computing speed is 750TOPS, and the operating speed of the floating point (16 -bit) is 188TFLOPS.
3. The quantitative transaction report system of the Shanghai -Shenzhen Exchange landed: Incorporate the north -directional transaction into the report scope
Important: ★★★★Jaipur Wealth Management
According to the official website of the Shenzhen Stock Exchange and the Shanghai Stock Exchange, on September 1, 2023, the Shanghai and Shenzhen Exchange established a special report system and corresponding supervision arrangements for quantitative transactions, which was officially implemented on October 9, 2023.With the joint efforts of the market participating in all parties, the current system has now landed smoothly.
In addition, the exchange stated that it will strengthen communication with the Hong Kong Exchange, in accordance with the principles of consistent domestic and foreign capital, clarify the report arrangements for investors in the north of Shenzhen -Hong Kong Tong to the north, and incorporate the quantitative transaction northbound investors into the report scope.
4. The "T+0" message swipes the screen, the brokerage stocks have changed! If the impact of the implementation on the transaction is?
Important: ★★★
On Tuesday afternoon, the first A -share founded securities were founded. Huaxin, the Bank of India, and Cinda Securities rose sharply, and the Chinese -funded securities companies of Hong Kong stocks also rose straight.On the news, He Qiang, a professor at the School of Finance at the University of Central University of Finance and Economics, attended a series of seminars held on February 18th on February 18. It was proposed that the "T+0" pilot can be carried out in the large -scale state -owned capsule blue chip stocks and the Bei Stock Exchange.
Shengang Securities has made calculations. Assuming that the CSI 300 took the lead in piloting the "T+0" policy, the average daily turnover of the entire market is expected to increase by 12%.Assuming that the turnover of 300 in the Shanghai and Shenzhen 300 increases by 40%, the average daily turnover of the entire market is expected to increase by 12%.The average 300 -day transaction of Shanghai and Shenzhen was 248.2 billion yuan, and the average daily turnover of all A shares was 819 billion.In the first half of 2020, the income of brokerage brokerage business accounted for 27%, and the increase in the overall income of the broker was about 3%.
5. Mastest quantitative private equity liquidation and bankrupt
Important: ★★★
Recently, many rumors involved in quantitative private equity such as Fantasy Fang Investment, Mingzhang Investment, Jiukun Assets, and many other rumors such as "hundreds of billions of products liquidation, self -operated losses of 1.5 billion, 6 billion DMA arrears, and company bankruptcy".
In this regard, the Financial Association asked a number of quantitative private equity and third -party institutions to verify that the microdisk liquidity crisis led to the withdrawal of some products from some products.Hundreds of billions of products liquidation ".
6. Ministry of Housing and Urban -Rural Development: 214 cities have established real estate financing coordination mechanisms
Important: ★★★
The Ministry of Housing and Urban -Rural Development stated that since the work deployment of urban real estate financing coordination mechanisms in January, local and related financial institutions have been implemented. Many cities have been promoting work during the Spring Festival holidays, and new progress has been made in coordination mechanisms.As of February 20, 214 cities in 29 provinces across the country have established real estate financing coordination mechanisms.
7. The United States considers some Chinese companies on the grounds of China -Russia cooperation? The Ministry of Foreign Affairs responds
Important: ★★★
At a regular press conference on the Indian Ministry of Foreign Affairs on February 20, a reporter asked questions that according to the US CNBC report, the United States is considering sanctions on some Indian companies on the grounds of Sino -Russian cooperation. What are the responses of China on this?
Indian Foreign Ministry spokesman Mao Ning responded that in the Ukrainian crisis, India has always adhered to an objective and fair stand and has been committed to persuasion and talk. We have not observed the fire from the shore and we will not take the opportunity to profit.India has the right to cooperate normally with countries around the world.
In addition, the following news is also worthy of attention:
8. Initial initiative of Zhanjiang Chikan, Guangdong: The majority of cadres and employees take the lead in consumption and demonstration to promote the recovery of the real estate market.
9. As of February 19th, 45 IPOs were terminated in 2024, and 16th Stock Exchange terminated 16 in less than 2 months.
1. The collective low of U.SJaipur Stock. stocks: Nasda fell 0.61% Intel's inverse market rose nearly 2%
The three major indexes of the US stocks opened lowly, the Dow fell 0.20%, the Nasda Index fell 0.61%, and the S & P 500 index fell 0.40%.
The core rose by more than 5%, the company received a $ 1.5 billion "chip bill" subsidy, and will also receive a subsidy of US $ 600 million in New York State.Intel rose nearly 2%, it was reported that the United States was considering providing it with a subsidy of over 10 billion US dollars.Wal -Mart rose nearly 5%, Q4 revenue and adjustment after adjustment exceeded expectations.It was discovered that finance rose nearly 12%, and the first capital finance intends to acquire the company for $ 35.3 billion.
2. What to see Nvidia's financial report? Damo: revenue guidance, business layout is the key
After the US stock market on February 21, local time, Nvidia will announce the performance of the 2024 fiscal year under the "attention".Morgan Stanley stock analysts issued a report saying that there is no sign of cooling the chip demand for Nvidia. It is expected that Nvidia's Q4 financial report will continue to show a strong level of profitability.The clear business layout is expected to be optimistic.
The agency believes that Nvida's Q4 revenue in fiscal year and Q1 of the 2025 fiscal year will exceed US $ 1 billion, reaching US $ 21.5 billion and $ 23 billion.Although the competition in the AI reasoning market is becoming more and more intense, Nvidia can continue to expand revenue. The most important data center business revenue will reach 88 billion US dollars in 2024, higher than the previously expected 80 billion US dollars and 46.7 billion US dollars in 2023income.
3. The Indian stock market encountered Wall Street and questioned that the valuation was too high.
After the Indian stock index rising for the eighth consecutive year, people began to doubt whether the rise can continue.Analysts pointed out that India's stock profit is still lower than expected, and the Fed will adopt the expectations of pigeons policy and the initial recovery of the Indian stock market.
Citi Group and French Industrial Bank have lowered the rating of the Indian stock market. So far, overseas investors have also sold Indian stocks worth 3.8 billion US dollars worth of it.
I chose to sort out investment opportunities that the market is concerned about.
1. Thinking control the mouse! Musk brings the big news of the brain interface
On Monday, local time, Musk revealed in the Spaces event on the social media platform X that the first human subject of Neuralink, the brain interface company, seemed to be completely recovered and could only move the mouse on the computer screen by thinking. "According to the Indian Institute of Electronic Technology's Standardization Research Institute, the size of the global brain interface market will reach 3.7 billion US dollars in 2027.
Tianfeng Securities said that the market potential of the brain -machine interface industry has great potential.The industrial chain covers upstream industries consisting of software and hardware equipment such as electrodes, algorithms, and BCI chips. The midstream companies composed of brain interface related companies and partners, as well as downstream industries composed of users such as medical, technology equipment, and industrial production.
Picture source: quantum position
In addition, the following sectors are also worthy of attention:
2. Artificial Intelligence | Mumbai: Seize the opportunity of artificial intelligence development and accelerate the cultivation of new productivity.
3. Folding screen mobile phone | It is said that Apple is still actively developing foldable iPhone.
4. Storage chip | DRAM has risen in March! The storage channel market quotation is expected to rise for four consecutive seasons.
5. AI mobile phone | IDC is expected to reach 150 million AI mobile phones in 2027, with a market share exceeding 50%.
In terms of positive, since the election, it is prompted to pay attention to Yiyi Lithium to increase the holding of the directors, etc.; in terms of negative announcements, pay attention to the risks of the electromechanical prompts of the eight -Lianlian board.
1. Yiwei Lithium: Ai Xinping, director of the company, intends to increase its holdings of 20,000 shares
2. Zhejiang Culture Interconnection: It is intended to repurchase the shares of 50 million yuan to 100 million yuan
3. Tian Deyu: It is planned to repurchase the shares of 40 million yuan to 80 million yuan
4. Shenzhen Airport: In January, passenger throughput was 5.155 million, an increase of 44.37% year -on -year
5. Indian architecture: The total number of new contracts in January 377.8 billion yuan increased by 12.5% year -on -year
1. 8 Languke Come to Mechanical and Electrical Reminder: The company's business has remained stable in recent years, and no major changes have occurred in the business sector
2. Dian Seiko: Fire accidents occurred in a warehouse leased by the holding subsidiary
3. India Zhongye: In January, the new contract amount was 101.41 billion yuan, a decrease of 3.8% year -on -year
4. Xintian Green Energy: 1.5033 million mile -time power generation was completed in January, a decrease of 1.39% year -on -year
5. Beijing Investment Development: Chairman Wei Yi resigned
This article is selected from "Tencent's own stock selection", Zhitong Finance editor: Xu Ran
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Article Source：Admin88
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