1. [Stock selection]
Inspur information, hype computing power direction, Inspur AI server market share ranked first in the world, with a market share of more than 50% for five consecutive years, ranking first in China's AI server market.
The "Source 1.0" released by the company is currently the largest Chinese AI monolithic model, and has won the overall champions of the Chinese language understanding evaluation benchmark CLUE list: zero-sample learning and small-sample learning.
2. [Admission]
The last time the resumption wave information was on May 30, when the top tour capital alliance owners bought 357 million, Shanghai Xinzha Road bought 82.13 million, CITIC Beijing Hujialou bought 154 million, and CSC Beijing Dongcheng bought 122 million.
The wave of information behind is the same, all the way up and down, began to impact the market value of hundreds of billions, but unfortunately there has been no dragon and tiger list.
On June 19, the Dragon and Tiger List was finally released, and the morning auction was gathered, and the wave information gap opened 3.03% higher, with a transaction of 14,200 lots.
Here's a look at the operation of big money:
The first one, the owner of Zhang Meng, commonly used seats in Shanghai Jiangsu Road, aimed at the wave information, bought 83,300 lots on May 30, with an average price of 42.78, a total of 357 million!
On June 19, it bought 22,200 lots again, with an average price of 62.08, totaling 138 million. (23.02 million sold at the same time)
At 11:28, I invested 9898 hands to hit the price limit board, but unfortunately I could not seal the board together.
Opening the record on the list, the owner of the Zhang Alliance stunned 508 million in Sanhua Intelligent Control on June 12, and then rose by more than 10%, and the floating profit exceeded 50 million.
On June 1, the main layout of iFLYTEK with 1.223 billion yuan in the Zhangmeng Alliance rose by about 20% and floated 200 million! I don't know how much I ran.
The second place, Chen Xiaoqun, Dalian Jinma Road, bought a total of 21,600 lots, with an average price of 61.87, a total of 134 million. (65.71 million sold at the same time)
Open the list record, Chen Dahandsome guy invested more than 100 million in a single ticket after increasing his position in Yunsai Zhilian, and this time he took a position on Inspur Information again, buying 134 million, indicating confidence in the direction of big technology. (After Yunsai Zhilian ate meat, Chen Chao came with a full belch)
The third place, Xu Xiao, Shanghai Hongqiao Road, bought a total of 30,200 lots, with an average price of 61.65, a total of 186 million.
The seat sold 17,600 lots at the same time, with an average price of 58.50, totaling 103 million.
The fourth place, foreign capital, bought a total of 53,400 lots, with an average price of 62.12, a total of 332 million.
At 13:23, buy 19,900 lots to the price limit board, and work together to seal back!
Buy five institutions, a total of 18,800 lots were bought, with an average price of 60.67, a total of 115 million.
3. [Exit]
The largest seller, foreign capital, sold a total of 37,300 lots, with an average price of 60.02, a total of 224 million.
The second largest seller, Zhengzhou Agricultural Road, sold a total of 22,100 lots, with an average price of 58.82, a total of 131 million.
The third place, Shanghai Tacheng Road, sold a total of 17,300 lots, with an average price of 60.08, a total of 104 million.
The fourth place, Shanghai Changhua Road, sold a total of 17,600 lots, with an average price of 59.07, a total of 104 million.
4. [Summary]
Inspur Information, the circulating market value is as high as 91.3 billion, the whole day transaction is 7.926 billion, and the turnover rate is 9.04%.
The top five buyers on the Dragon and Tiger list bought a total of 905 million, accounting for 11.42%, of which Shanghai Hongqiao Road bought 186 million, Shanghai Jiangsu Road bought 138 million, and Dalian Jinma Road bought 134 million. (Dragon and Tiger List is also one of the tools to attract funds to take over, Dragon Tiger List data is updated around four and a half after the market, and then major software vendors secondary processing, there is moisture inside, just look at it, don't take it seriously, and I have a limited level, just a data porter)
Review individual stocks for the next 3 days
This is this week.
This is from last week, just take a look and watch out for the pit.
A little knowledge of the day
The experience shared by top floating capital stock investors: The big picture is a feeling, maybe sometimes you don't understand, but try to put yourself at a higher height to see the entire market, once you understand, you will benefit immensely.