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Revealing the secret of the daily limit | Returning to a market value of 100 billion, the AI ​​chip leader was bought up by funds

2024-07-16

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Less worries about stock trading

Today, the three major A-share indexes closed higher, with the ChiNext Index up 1.39%. A total of 59 stocks closed with daily limits (including 26 ST stocks); in addition, 18 stocks failed to reach the daily limit, with an overall daily limit rate of 75%.

Daily limit battlefield: over 600,000 buy orders to buy shares of Oriental Group

According to the Securities Times Databao statistics, judging from the closing daily limit orders,Eastern GroupThe largest number of orders was blocked, reaching 603,500 lots; followed by *ST Jingfeng and King Long Automobile, with daily limit orders of 213,000 lots and 146,000 lots respectively.

Calculated based on the order amount,Tsinghua Unigroup, Jinjiang Online, King Long MotorsThe amounts of the closed orders ranked first, at 236 million yuan, 177 million yuan, and 144 million yuan respectively.

In terms of the number of consecutive daily limit days, *ST Jingfeng had 10 consecutive daily limit days, Jinjiang Online had 6 consecutive daily limit days, ST Chuntian, *ST Renle, ST Dongshi and other 5 stocks had 4 consecutive daily limit days, Shen Da shares and ST Gaohong had 3 consecutive daily limit days, and Leierwei, Hasen shares and other 5 stocks had 2 consecutive daily limit days.

In addition, *ST Ningke had 9 boards on the 14th, ST Zhongzhuang had 3 boards on the 4th, etc.


Leading point: Many AI chip concept stocks hit the daily limit

  1. AI Chips

Stocks with daily limit up: Cambrian-U, Tiandeyu, Tsinghua Unigroup

On the news front, according to the forecast of international consulting firm IDC, China's computing center service market will continue to grow at a compound growth rate of 18.9% in the next five years, and the market size is expected to reach 307.5 billion yuan in 2027.

Cambrian-U:The company's market value has returned to 100 billion yuan today. As the leading domestic AI chip company, its intelligent processor IP products have been integrated into more than 100 million smartphones and other smart terminal devices.

Tian Deyu: The company is the industry leader in electronic tag driver chips, backed by Foxconn, and its customers include Google, Amazon, Huawei and major supermarkets; it has a DDIC (display driver chip) that can be used for VR technology.

Tsinghua Unigroup:The SDN/NFV of the subsidiary H3C is a key technology for network slicing and can provide high-end AI computing infrastructure products, including digital central switches, AI servers, CPO, etc.

2.Apple concept

Stocks with daily limit up: Xinwangda, Yingtong Communications, Yuhuan CNC, Hasen Shares

On the news front, Morgan Stanley announced that it would raise Apple's target price from $216 to $273. The report predicts that Apple's iPhone shipments will exceed 500 million units in the next two years, higher than the high record in 2021-2022.

Xinwanda: The company expects its net profit attributable to shareholders of the parent company to be between 767 million and 899 million yuan in the first half of the year, an increase of 75% to 105% year-on-year.

Yingtong Communications:The company has established a good reputation in the field of communication cables and electroacoustic products, has established stable cooperative relationships with many large customers, and has entered the supply chain of customers such as Apple.

Yuhuan CNC:The company has established a long-term cooperative relationship with Apple's industry chain companies, and its products are already providing equipment services for brand processing companies such as Apple, Huawei, Xiaomi, and Samsung.

3.unmanned

Stocks with daily limit up: King Long Automobile, Ankai Bus, Jinjiang Online, Nanjing Public Utilities, Railway

According to news reports, Shanghai plans to launch public testing of driverless cars for citizens within a week at the earliest, and the process will be free of charge.

King Long Motors:The company is the only vehicle-based enterprise that has joined the Apollo ecosystem in the first batch, and has cooperated with Baidu to launch China's first commercial-grade unmanned micro-circulation vehicle, Apollo.

Ankai Bus: The company's driverless cars have currently been put into market operation in Shenzhen, Wuhan, Hong Kong, Macau, Hefei and other places.

Jinjiang Online: Currently, some of the company's Jinjiang Taxi companies and relevant partners have carried out demonstration operations of intelligent connected driverless taxis in designated areas of Jiading District and Lingang New City in Shanghai.

Dragon Tiger Stand: Dragon Tiger List net bought Cambrian-U for nearly 500 million yuan

In today's Dragon and Tiger List, Cambrian-U, Tsinghua Unigroup, Xinwanda, Juhua, StarNet Yuda, King Long Automobile, Magetech, Oriental Group, Nanjing Public Utilities, Centec Communications and others are on the list.

in,Cambrian-U, Tsinghua Unigroup, XinwangdaThe top three net purchases on the Dragon and Tiger List that day were 492 million yuan, 408 million yuan, and 297 million yuan respectively.

Among the stocks listed in the institutional seats, the top three in terms of net purchase amount areJuhua Group, Tsinghua Unigroup, Xinwanda, which were 204 million yuan, 93.1151 million yuan and 60.3057 million yuan respectively.

The Shenzhen Stock Connect special seats net bought 182 million yuan of Tsinghua Unigroup shares; the Shanghai Stock Connect special seats net bought 185 million yuan of Cambrian-U and 159 million yuan of Juhua shares.

In terms of hot money, CITIC Securities Shanghai Branch and Guotai Junan Beijing Guanghua Road Branch net bought Cambrian-U for 207 million yuan and 92.1501 million yuan respectively, and Guotai Junan Nanjing Taiping South Road Branch net bought Unisplendour Corporation for 128 million yuan.

Statement: All information content of Databao does not constitute investment advice. The stock market is risky and investment should be cautious.

Editor: Lin Lifeng

Proofreading: Yang Shuxin

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