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Recently, semiconductors have benefited a lot, but the stock price has not risen! First, the funds are going to speculate on AI applications, not playing with hardware; Second, there are too many institutions, large funds, including original shareholders in hard technology, and their desire to cash out is relatively strong, which also affects everyone's confidence in doing more.Yesterday, the draft of the Politburo meeting landed, which directly released the nuclear bomb level. I believe that the enthusiasm of this meeting has exceeded 924. Simply put, it is five words-want, big, free, water, and gone! Of course, 924 is the first major turning point, and the index is too windy. The Shanghai Composite Index rose from 2689 to 3674, soaring by 1000 points in one breath! The adjustment this time is to stabilize the stock market. It should not be crazy, but will only rise slowly.It also emphasizes improving investment efficiency. How to improve it? It is nothing more than the house rising and the stock market rising. In the current environment, it is very good that the property market can stabilize, and the only attack is the stock market. So when the contents of the meeting came out, China's assets skyrocketed across the board, which was quite crazy! Why is the reaction so big? It's just that the meeting was too unexpected.

Fourth, stabilize the property market and stock market to improve investment efficiency. Pulling the stock market to the height of real estate, it is the first time that it has such a high status, which affirms the meaning of the stock market to the economic pillar.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.Yesterday, the draft of the Politburo meeting landed, which directly released the nuclear bomb level. I believe that the enthusiasm of this meeting has exceeded 924. Simply put, it is five words-want, big, free, water, and gone! Of course, 924 is the first major turning point, and the index is too windy. The Shanghai Composite Index rose from 2689 to 3674, soaring by 1000 points in one breath! The adjustment this time is to stabilize the stock market. It should not be crazy, but will only rise slowly.

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.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.