Market hype often starts with a certain news, 3-5 minutes of fragmented reading every day, you can know the next day's focus, half a step ahead of the market.
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First, AI
There are new trends in both directions -
AI+Finance:
Industrial Securities Global recently launched AI Trader, becoming the first fund company to apply AI technology to the field of capital trading.
In addition, Industrial Fund also officially announced that it has developed the "Xing Xiaoer" AI bond trading robot, which has become the first public fund company to launch an intelligent inquiry robot on the iDeal platform of the foreign exchange trading center.
It is reported that many asset management companies are actively working on the application of AI, not only in the field of transactions, but also in the field of intelligent investment research, industrial chain knowledge graph, RPA+AI, AI customer service and other fields.
AI+ Intelligent Cockpit:
On June 17, the ideal held the home technology day press conference, at which the intelligent cockpit 3M multimodal interaction system + MindGPT cognitive large model was released.
In addition, on Friday's intraday news, Mercedes-Benz and Microsoft announced a cooperation to test the car ChatGPT.
Both events mean that artificial intelligence will immediately "get on the car", following hardware such as smart speakers, and the application scenarios of AI are further expanded. This event also raised the attention of edge computing power.
Interpretation of Minsheng Computer:
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In addition, Ken Hu, Huawei's rotating chairman, said over the weekend that a new era of artificial intelligence represented by ChatGPT has arrived.
He mentioned that by 2030, the general computing power will increase by 10 times, and the artificial intelligence computing power will increase by 500 times.
This rough estimate was raised once by Meng Wanzhou when she was the rotating chairman.
Second, computing power
There are two main directions in which the attention to computing power is relatively high on weekends.
One is HBM,
On the 16th, it was reported that SK Hynix will invest in high-bandwidth memory (HBM) production lines in response to the increase in demand for artificial intelligence semiconductors, aiming to double HBM production capacity.
HBM We have previously said in an important rumor, TrendForce previously said that driven by the increase in demand for high-end GPU adoption, it is estimated that HBM demand will increase by 58% year-on-year in 2023.
HBM can be understood as advanced DRAM memory, SK Hynix as the first manufacturer to launch, market share of about 50%, domestic manufacturers in HBM segmentation, mainly from SK Hynix to do supporting or foundry.
The second is the optical module,
Widely circulated minutes over the weekend: (source unknown, for reference only)
The DSP chip mentioned in it is a digital signal processor, and the DSP chip is mainly monopolized by foreign companies, including Freescale, Infineon, STMicroelectronics, ADNO Semiconductor, etc.
In addition, in high-rate optical modules, DSP chip power consumption accounts for about 50%. Therefore, relevant manufacturers develop LPO technology to integrate DSP functions into the switch chip to reduce system power consumption and reduce costs.
3. Sea breeze
(Friday's intraday news)
Last week's aborted offshore breeze tender made new progress today, and although the submarine cable purchase was suspended last week, the same project started the purchase of generator sets and tower equipment on Friday.
This partly confirms the seller's view last week that the cable tender was due to the fact that the project procedures were not yet complete, rather than the previous constraints.
According to Dongcai New Energy, the most recent offshore wind tender in Jiangsu Province was a turnkey tender launched in March 2022, more than a year ago. With the restart of the Dafeng project, the limiting factors of Jiangsu Sea Breeze have been solved with a high probability, and the installation of Sea Breeze is expected to accelerate.
Other important news:
1. U.S. Secretary of State Antony Blinken arrived in Beijing, China, on the morning of June 18 for a two-day visit to China.
2. National Standing Meeting: Study a number of policies and measures to promote the sustained recovery of the economy
In addition, the executive meeting of the State Council deliberated and adopted the Action Plan for Increasing Support for the Financing of Science and Technology Enterprises, emphasizing the provision of diversified relay financial services for science and technology enterprises throughout the life cycle.
It is expected that intensive policies will be introduced in the coming period.
3. The IPO application of seed giant Syngenta 65 billion yuan on the A-share main board was deliberated and approved by the Shanghai Stock Exchange
4. CCTV Financial reported that data showed that in late May, the price of TV panels of various sizes further recovered. Among them, the global average price of 65-inch TV panels was $145, up 9% from late April; The average price of a 55-inch TV panel was $105, up 10.5% from late April. Entering June, the TV industry ushered in the order season.
5. On June 17, Meta released a new speech generation model called Voicebox, a universal model that solves multiple tasks
6. On June 16, China Merchants Shekou's application for issuing shares to purchase assets and raise supporting funds was registered by the China Securities Regulatory Commission (CSRC), marking the official landing of the "third arrow" of equity financing for real estate enterprises at the practical level.
7. Latest progress of China's application to join the CPTPP: More than 2,300 articles have been thoroughly studied and evaluated
CPTPP is a comprehensive and progressive agreement for Trans-Pacific Partnership, and some experts have calculated that joining the CPTPP can bring 0.74%, 4.69% and 5.34% growth to China's GDP, exports and imports, respectively.
8. Rongda photosensitive: net profit in the first half of the year was 40.9618 million yuan ~ 47.1682 million yuan, a year-on-year increase of 98%-128%, and a month-on-month increase of 29%-63%. Close to last year's full-year net profit, the performance exceeded expectations. Photoresist core stocks, if strong, may drive the sector.
Preview of major events and meetings:
(This plate occasionally prompts some important events and meetings that may form small catalysts, and whether the plate ferments is random and is only used for tracking purposes.) ）
1. Tencent Cloud will announce the technical plan for the industry's large model on June 19
2. The Sino-German Intelligent Manufacturing Integration Innovation Summit will be held in Zhengzhou on June 24-25, 2023
Price monitoring: June 16
(Price monitoring mainly lists the daily price increases and decreases of 5 commodities worth paying attention to on that day, in no particular order.) Note that the rise and fall of commodity prices is not exactly the same as the rise and fall of stock prices, and is only used for tracking purposes. ）