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This favorable domestic computing power replacement, Huawei computing power, etc., may mean a major breakthrough in domestic GPU and AI chips, we will wait and see! However, it is bad for A-share NVIDIA concept, optical module and other supply chains.This favorable domestic computing power replacement, Huawei computing power, etc., may mean a major breakthrough in domestic GPU and AI chips, we will wait and see! However, it is bad for A-share NVIDIA concept, optical module and other supply chains.The meeting exceeded expectations, China's assets rose sharply across the board, and it is also possible to have a daily limit of 1,000 shares.

This is the most informative and positive meeting in recent years, and many references are "the first time in history", such as:News:Yan Dongwei announced that more than 5% shareholders of the company, National Integrated Circuit Fund and Jingguorui, plan to reduce their shares through block trading due to their own capital needs. The National Integrated Circuit Fund plans to reduce its holdings by no more than 11.991 million shares, accounting for 1% of the company's total share capital; Jingguorui plans to reduce its holdings by no more than 11.991 million shares, accounting for 1% of the company's total share capital. The reduction period is from January 2, 2025 to April 1, 2025, and the reduction price will be determined according to the market price.

Yesterday, the draft of the Politburo meeting landed, which directly released the nuclear bomb level. I believe that the enthusiasm of this meeting has exceeded 924. Simply put, it is five words-want, big, free, water, and gone! Of course, 924 is the first major turning point, and the index is too windy. The Shanghai Composite Index rose from 2689 to 3674, soaring by 1000 points in one breath! The adjustment this time is to stabilize the stock market. It should not be crazy, but will only rise slowly.Yesterday, the U.S. stock market went flat, but the China Stock Index soared by over 9%, and China rose by over 22% when it was three times richer! In addition, A50 rose more than 5% after the closing of A shares, Hang Seng Index rose 3%, and Hang Seng Technology rose 4.5%. China's assets are really crazy. It feels very much like October 8th today. It is estimated that A-shares will rise by 3% at the opening, and the direct daily limit of 1,000 shares will not be ruled out. But what will happen after the big opening? Then we'll see.Only two years after Yan Dongwei went public, big funds began to reduce their holdings; The company's market value is 27.7 billion yuan, and selling 2% can also cash in 500 million yuan. The only comfort is that this time it was reduced through a block trade! Why sell it? May be this wave of increase is too big, from the highest 11 pieces to 30 yuan, the increase is nearly 200%. However, the company's performance is relatively sluggish, and it lost more than one billion yuan in the first three quarters.