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.The Political Bureau of the Communist Party of China (CPC) Central Committee held a meeting, which emphasized the implementation of more active and promising macro policies, expanding domestic demand, promoting the integrated development of scientific and technological innovation and industrial innovation, and stabilizing the property market and stock market. Implement a more proactive fiscal policy and a moderately loose monetary policy, enrich and improve the policy toolbox, strengthen unconventional countercyclical adjustment, and lay a good policy "combination boxing" to improve the foresight, pertinence and effectiveness of macro-control.
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.Last night, China made a move against NVIDIA, and the General Administration of Market Supervision decided to file an investigation for allegedly violating the anti-monopoly law! We really hardened up and began to counter the other side. NVIDIA is the leader of US technology stocks and the best technology company in the world. Last night, it fell more than 2% in US stocks, although the decline was not too big! But just give it a taste of iron fist.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.
I suggest that everyone stay calm, the bull market will not always rise for a day or two, and don't chase after short positions or light positions. In the big A market, the short position is always short-lived, and the lock-up is long-lasting. Grasp the rhythm.I suggest that everyone stay calm, the bull market will not always rise for a day or two, and don't chase after short positions or light positions. In the big A market, the short position is always short-lived, and the lock-up is long-lasting. Grasp the rhythm.Last night, China made a move against NVIDIA, and the General Administration of Market Supervision decided to file an investigation for allegedly violating the anti-monopoly law! We really hardened up and began to counter the other side. NVIDIA is the leader of US technology stocks and the best technology company in the world. Last night, it fell more than 2% in US stocks, although the decline was not too big! But just give it a taste of iron fist.
Strategy guide
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Strategy guide