The global computing power leader is expected to be optimistic, and the industry continues to prospe

Mondo Finance Updated on 2024-02-07

The three major A-share indexes were sharply ** yesterdayThe Shanghai Composite Index rose 323%;The Shenzhen Component Index rose 622%,The turnover of the Shanghai and Shenzhen stock markets reached 926.3 billion yuan, and the northbound funds were net 126 billion yuan yesterday0.5 billion yuan.

*Huijin real gold** increased holdings.

On the news side: On February 6, ** Huijin Company announced that it fully recognized the value of the current A** field allocation, and has recently expanded the scope of exchange-traded open-ended index ** (ETF) holdings, and will continue to increase its holdings, expand the scale of its holdings, and resolutely maintain the smooth operation of the capital market.

Two signals are clear, one is the recent expansion of the scope of holdings; It is to expand the intensity and scale of the holdings. The purpose is clear: to resolutely maintain the smooth operation of the capital market. 784.1 billion! Since the beginning of this year, all ETFs are flowing into real gold, and buying is undoubtedly the best weapon to boost confidence. Borrowing ETFs** has become the main form of the national team. Since the beginning of this year, a number of broad-based large-scale transactions have also given the market a glimpse of capital trends. Compared with the ** ETF announced by Huijin last year, this time, the entry of the national team has obvious characteristics: first, it is large in scale and lasts for a long time; The second is to balance from heavyweight stocks to small and medium-sized caps.

China Securities Regulatory Commission: Suspend the scale of refinancing securities of new ** companies in accordance with the law, and the stock will gradually be closed.

After studying and deciding, three measures will be proposed to further strengthen the supervision of securities lending business:The first is to suspend the scale of new refinancing bonds, with the balance of existing refinancing securities as the upper limit, and suspend the scale of new refinancing securities of ** companies in accordance with the law, and gradually close the stock; The second is to require the company to strengthen the management of customer trading behavior, and strictly prohibit the provision of securities lending to investors who use securities lending to implement intraday rotation trading (disguised T+0 trading); Third, we will continue to strengthen supervision and law enforcement, and we will crack down on illegal activities such as improper arbitrage through the use of securities lending and borrowing transactions in accordance with the law to ensure the smooth operation of securities lending and borrowing business. Recently, a series of measures to strengthen supervision of securities lending business have been adopted in light of market conditions. Since the implementation of the relevant system, the balance of securities lending and borrowing has dropped by 24% to 63.7 billion yuan, accounting for 0.0% of the circulating market value of A-shares1%。The global computing power leaders are optimistic about the industry's continued high prosperity, and the financial reports of American technology giants have exceeded expectations, further verifying the vigorous development of the AI industry. SMCI Announces Preliminary Financial Results for the Second Quarter of Fiscal 2024 Ended December 31, 2023: Supermicro expects to achieve the following results as the market and end-customer demand for the company's rack-level, AI, and overall IT solutions come in: Sales of 360~36.$500 million, or GAAP net income per diluted common share490~5.$05, both higher than the previous guidance. On January 30, SMCI officially released its results, exceeding its initial financial guidance on January 20 and achieving revenue of 36$600 million, with a net profit of 2$9.6 billion. The agency believes that 2024 may be the real first year of AI applications, and the three new directions of AI terminal reconstruction, computing power localization and multimodal AI application will give birth to important opportunitiesInspur InformationHaiguang information。AI terminal revolution:ThunderdaWait. AI application for data landing: AIGC-Super-Info Communications[Investment advice, for reference only].Focus on not getting lost

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