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South Water bought more than 400 million yuan of China Yangtze Power; North Water increased holdings of China Mobile by more than 700 million Hong Kong dollars, buying Xiaomi for 11 consecutive days.
Track the latest trends of north-south directional funds.
Illustration | Northward capital net buy A shares 6.773 billion yuan, increased holdings in China Yangtze Power, Zhongji Innolight, and Foxconn Industrial Internet.
During the A-share market downturn, the northbound funds bought a net total of 6.773 billion yuan worth of A-shares today. Among them, China Yangtze Power, Zhongji Innolight, and Foxconn Industrial Internet received net purchases of 434 million yuan, 410 million yuan, and 336 million yuan respectively. Midea Group had the highest net sell-out amount of 427 million yuan.
Huafu Securities: How to calculate the computing power required for large-scale AI text model training?
Zhītōng Cáijīng APP has learned that Huáfú Securities issued a research report stating that, according to the formula for calculating supply and demand on the demand side, assuming that the industry growth trend continues to follow Scaling Law, and through assumptions on Nvidia GPU's FP16 computing power, training market, computing power utilization rate, etc., the GPU demand is derived. Using Nvidia Hopper/Blackwell/next-generation GPU card FP16 computing power as the reference, the bank believes that the global demand for GPU on the text-based large model AI training side in 2024-2026 will be 2.71/5.92/12.44 million units. It is recommended to pay attention.
Illustration丨Beishang Capital made a net purchase of 2,748 billion yuan of A-shares, adding positions to Ningde Times, Kweichow Moutai, and IFF
Beijing Capital made a net purchase of 2,748 billion yuan of A-shares today, ending the previous two-day net sales trend. Among them, Ningde Times, Kweichow Moutai, and IFF received net purchases of 427 million yuan, 212 million yuan, and 198 million yuan respectively. Weichai Power had the highest net sales volume, amounting to 371 million yuan.
Illustration丨Beishang Capital sold a net A shares of 4,039 billion yuan, bucking the trend and adding positions to Lixun Precision, IFF, and Changjiang Electric Power
The net sale of A-shares today was 4,039 billion yuan, the second consecutive day of net sales. Among them, Kweichow Moutai, Wuliangye, and BYD received net sales of 546 million yuan, 366 million yuan, and 360 million yuan respectively. Lixun Precision, IFF and Changjiang Electric Power received net purchases of 442 million yuan, 351 million yuan, and 154 million yuan respectively.
Is Now An Opportune Moment To Examine Foxconn Industrial Internet Co., Ltd. (SHSE:601138)?
Let's talk about the popular Foxconn Industrial Internet Co., Ltd. (SHSE:601138). The company's shares led the SHSE gainers with a relatively large price hike in the past couple of weeks. The com
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