X-indicator
603766 隆鑫通用:优质农用无人机企业个人见解,不作为他人投资参考
止损:8.03
行业:交运设备>非汽车交运>其他交运设备
概念:农业信息化、乡村振兴、航空发动机、中非合作、新能源整车、无人机、农机、军工、室外经济、通用航空、新能源汽车、两轮车、充电桩、人民币贬值受益、储能、高压快充
1、国内优质农用无人机企业;
通航发动机项目按计划运行中,已给客户送样处于验证阶段;
2、公司完成 7kW 交流、 90~160kW 直流充电桩产品开发,搭建“隆鑫新能源”充电站运营管理云平台,为客户提供用户管理、订单管理、远程设备监控等运营管理服务
Personal opinion, not for others to invest in reference
Stop loss: 8.03
Industry: Transportation equipment > Non-automotive transportation > Other transportation equipment
Concepts: Agricultural informatization, rural revitalization, aviation engines, China-Africa cooperation, new energy vehicles, drones, agricultural machinery, military industry, outdoor economy, general aviation, new energy vehicles, two-wheeled vehicles, charging piles, RMB depreciation benefits, energy storage, high-voltage fast charging
1. Domestic high-quality agricultural drone companies;
The general aviation engine project is running as planned, and samples have been sent to customers in the verification stage;
2. The company has completed the development of 7kW AC and 90~160kW DC charging pile products, and built the "Loncin New Energy" charging station operation management cloud platform to provide customers with user management, order management, remote equipment monitoring and other operation management services
12.30 比特币价格今日行情:比特币在未破92000前,不能确认b浪震荡是否结束,行情目前可以继续震荡(比特币合约交易)军长CRYPTOCAP:BTC 12.30 比特币价格今日行情:比特币第一阶段上涨已结束,目前进入了第二个震荡回调周期。我们之前预估这个回调周期会持续15天以上,目前震荡已经持续了12天,回调还没结束。
从小级别结构看,比特币的下跌始于a浪,接着是震荡的b浪,b浪是否已经结束还不确定。现在的震荡结构非常复杂,b浪可能还没有结束,我们依然无法确认其是否完成。如果b浪继续震荡,可能会形成w浪和x浪,甚至还可能会有y浪的反弹,然后再下跌。因此,92,000美元之前,b浪是否结束仍无法判定。
综上分析还不能判定b浪已结束,行情可以继续震。可以开一层多单,止损91500,一两个点的小止损试下。
300113 顺网科技 中线看到30个人见解,不作为他人投资参考
止损15.92
中长线目标价:31.4
行业:通信>通信服务>通信服务Ⅲ
概念:腾讯概念、电子信息、互联网金融、广告营销、网络直播、电子竞技、手机游戏、国产操作系统、云游戏、边缘计算、元宇宙、东数西算(算力)、NFT概念、云计算、AIGC概念、数据确权、虚拟数字人、百度概念、算力租赁、英伟达概念、华为概念、人工智能、Web3.0、大数据、文化传媒概念
英伟达:为游戏提供定制化AI模型代工服务|华为:每隔4个月,AI计算需求就会翻倍
游戏+AIGC+虚拟数字人+广告营销
1、公司传统业务为“本地公共上网场所+游戏”的IT服务平台,管理软件市占率行业第一;
旗下拥有“网维大师”“顺网雲”“顺网云游戏”“泡泡加速器”“5866商城”等;
2、公司投入运行的边缘计算节点已超200个,覆盖一线至三四线城市,投入高GPU算力服务器已超1万台
游戏+AI
公司泛娱乐服务相关的产品主要包括Gamelife、顺网游戏等。公司GPU云计算业务部分涉及深度学习和AI训练场景
Personal opinions, not as investment reference for others
Stop loss 15.92
Medium and long-term target price: 31.4
Industry: Communications>Communication Services>Communication Services III
Concepts: Tencent concept, electronic information, Internet finance, advertising and marketing, online live broadcast, e-sports, mobile games, domestic operating systems, cloud games, edge computing, metaverse, east number and west calculation (computing power), NFT concept, cloud computing , AIGC concept, data confirmation, virtual digital human, Baidu concept, computing power rental, NVIDIA concept, Huawei concept, artificial intelligence, Web3.0, big data, cultural media concept
NVIDIA: Provides customized AI model foundry services for games | Huawei: AI computing demand doubles every 4 months
Game+AIGC+Virtual Digital Human+Advertising Marketing
1. The company’s traditional business is an IT service platform of “local public Internet access venues + games”, and its management software market share ranks first in the industry;
It owns "Network Master", "Shunwang Cloud", "Shunwang Cloud Game", "Bubble Accelerator", "5866 Mall", etc.;
2. The company has put into operation more than 200 edge computing nodes, covering first- to third- and fourth-tier cities, and has invested more than 10,000 high-GPU computing power servers.
Game+AI
The company's pan-entertainment service-related products mainly include Gamelife, Shunwang Games, etc. The company's GPU cloud computing business involves deep learning and AI training scenarios
605258 协和电子突破口34.8
行业:电子>半导体及元件>印制电路板
概念:汽车电子、PCB概念、毫米波雷达、5G
国内领先的高频通讯板生产商
PCB+汽车电子+毫米波雷达
国内领先的高频通讯板生产商;
公司车载毫米波雷达等产品且已批量供货,与合众新能源、上汽时代、万帮数字能源等新能源领域的客户建立了合作
1.公司主要从事刚性、挠性印制电路板的研发、生产、销售以及印制电路板的表面贴装业务(SMT)。2.公司参股企业源氢新能源在氢质子交换膜(PEM)、功能膜电极组件(MEA)和氢质子交换膜燃料电池(PEMFC)等关键材料及零部件方面进行创新研发和产业布局。
Breakthrough 34.8
Industry: Electronics > Semiconductors and Components > Printed Circuit Boards
Concepts: Automotive Electronics, PCB Concepts, Millimeter-wave Radar, 5G
Leading domestic high-frequency communication board manufacturer
PCB+Automotive Electronics+Millimeter-wave Radar
Leading domestic high-frequency communication board manufacturer;
The company's automotive millimeter-wave radar and other products have been supplied in batches, and have established cooperation with customers in the new energy field such as Hozon New Energy, SAIC Times, and Wanbang Digital Energy
1. The company is mainly engaged in the research and development, production, and sales of rigid and flexible printed circuit boards, as well as the surface mounting business (SMT) of printed circuit boards. 2. The company's equity-holding enterprise Yuanhydrogen New Energy conducts innovative research and development and industrial layout in key materials and components such as hydrogen proton exchange membrane (PEM), functional membrane electrode assembly (MEA) and hydrogen proton exchange membrane fuel cell (PEMFC).
12月29日发布下周热点题材量化 Publish next week's hot topics quantitative12月29日量化下周板块数据(仅供参考):
一带一路
机器人
光伏
储能
新零售
新材料
人工智能
汽车电子
Quantitative sector data for next week on December 29 (for reference only):
One Belt One Road
Robots
Photovoltaics
Energy storage
New retail
New materials
Artificial intelligence
Automotive electronics
000811 冰轮环境 :液冷服务器+冰雪产业以下内容只作个人标记不作为投资参考
止损11.6
行业:机械设备>通用设备>制冷空调设备
概念:燃料电池、疫苗存储、冷链物流、创投、地热能、碳中和、数据中心、冰雪产业、体育产业、核电、空气能热泵、地方国企改革、国企改革、冬奥会、山东国企改革、液冷服务器
中央经济工作会议提出积极发展冰雪经济;吉林:到2030年冰雪旅游出游总花费达到5400亿
A、冰雪产业+制冷设备+液冷服务器
1、公司拥有冷链系统集成技术,能够生产全系列螺杆压缩机;
超低温用氦气压缩机,可应用于氢液化系统,目前公司正在关注调研氢燃料系统用压缩机装备;
2、公司有成熟的地源热泵产品,可利用地热能
作为中国制冷行业领军企业,冰雪运动产业是公司的传统优势服务领域,公司是冰雪场馆关键装备的主力提供者。
B、制冷设备+液冷服务器+数据中心+氢能源
1、公司拥有冷链系统集成技术,能够生产全系列螺杆压缩机;
超低温用氦气压缩机,可应用于氢液化系统,目前公司正在关注调研氢燃料系统用压缩机装备;
2、公司有成熟的地源热泵产品,可利用地热能
冰轮环境公布2023年半年度业绩预告,报告期归属于上市公司股东的净利润盈利3.4亿元–3.96亿元,比上年同期增长89%-120%
The following content is only for personal marking and is not used as an investment reference
Stop loss 11.6
Industry: Mechanical equipment > General equipment > Refrigeration and air conditioning equipment
Concepts: Fuel cells, vaccine storage, cold chain logistics, venture capital, geothermal energy, carbon neutrality, data centers, ice and snow industry, sports industry, nuclear power, air energy heat pumps, local state-owned enterprise reform, state-owned enterprise reform, Winter Olympics, Shandong state-owned enterprise reform, liquid cooling server
The Central Economic Work Conference proposed to actively develop the ice and snow economy; Jilin: By 2030, the total cost of ice and snow tourism will reach 540 billion
A. Ice and snow industry + refrigeration equipment + liquid cooling server
1. The company has cold chain system integration technology and can produce a full range of screw compressors;
Ultra-low temperature helium compressors can be used in hydrogen liquefaction systems. The company is currently focusing on investigating compressor equipment for hydrogen fuel systems;
2. The company has mature ground source heat pump products that can use geothermal energy
As a leading company in China's refrigeration industry, the ice and snow sports industry is the company's traditional advantage service field, and the company is the main provider of key equipment for ice and snow venues.
B. Refrigeration equipment + liquid cooling server + data center + hydrogen energy
1. The company has cold chain system integration technology and can produce a full range of screw compressors;
Ultra-low temperature helium compressors can be used in hydrogen liquefaction systems. The company is currently focusing on investigating compressor equipment for hydrogen fuel systems;
2. The company has mature ground source heat pump products that can utilize geothermal energy
Binglun Environment announced its 2023 semi-annual performance forecast. The net profit attributable to shareholders of the listed company during the reporting period was 340 million yuan to 396 million yuan, an increase of 89% to 120% over the same period last year
603648 畅联股份以下内容只作个人标记不作为投资参考
止损:10.43
行业:交通运输>物流>物流Ⅲ
概念:自由贸易港、上海自贸区、智能物流、长三角一体化、冷链物流、医疗器械概念、换电概念、统一大市场、苹果概念、一带一路、上海国企改革、地方国企改革、国企改革、机器人概念、新能源汽车、高股息精选
上海国资+物流+机器人
1、公司先后为多家客户设计AGV自动分拣机器人、智能顶载机器人等智能设备;
2、公司为国际跨国企业提供供应链管理服务,主要集中于高科技电子、医疗器械和试剂、机械装备部件、进口食品和服饰等高端消费品、汽车等高端制造领域
公司实控人为上海市浦东新区国有资产监督管理委员会,公司专注于为国际跨国企业提供精益供应链管理服务
Stop loss: 10.43
Industry: Transportation > Logistics > Logistics III
Concepts: Free Trade Port, Shanghai Free Trade Zone, Intelligent Logistics, Yangtze River Delta Integration, Cold Chain Logistics, Medical Equipment Concept, Battery Replacement Concept, Unified Market, Apple Concept, One Belt One Road, Shanghai State-owned Enterprise Reform, Local State-owned Enterprise Reform, State-owned Enterprise Reform, Robot Concept, New Energy Vehicles, High Dividend Selection
Shanghai State-owned Assets + Logistics + Robots
1. The company has designed AGV automatic sorting robots, intelligent top-loading robots and other intelligent equipment for many customers;
2. The company provides supply chain management services for international multinational companies, mainly focusing on high-tech electronics, medical equipment and reagents, mechanical equipment parts, imported food and clothing and other high-end consumer goods, automobiles and other high-end manufacturing fields
The actual controller of the company is the State-owned Assets Supervision and Administration Commission of Pudong New Area, Shanghai. The company focuses on providing lean supply chain management services for international multinational companies
牛股恒牛:热点概念爆炒无极限在纳斯达克700多点单日暴跌之后,市场迅即次日恢复,各种热点概念科技股持续爆炒。尤其是:量子计算、无人机和太空电池,三大概念如火如荼,一飞冲天!黑马群强力捕捉短线强势股、热点概念股,本质收益不菲,基本都已经在周五的盘前和开盘附近全部止盈,即将开始下一轮行情的准备。虽然短线止盈,毕竟你再热再有想象力,也不能天天爆炒,总要修正回调,但是看很多热点概念股和强势股们,似乎还是意犹未尽,所以,暂时心态是不空不多,等待市场重新给出明确信号再行一剑封喉!不管怎么样,我在黑马群视频培训课里,还有公众号号里都反复说过,2025会是一个牛市,一定要坚定信念看多做多,任何大跌都不要恐慌,任何暴跌都是进场时机,各种热点和概念炒作都会非常疯狂,同时抄完之后,还会有新的概念和热点,就好像蘑菇一样长出来接力爆炒,所以,新一年一定要敢于做多,敢于追涨,猛抄猛追猛干猛拿猛持有!一些偏中性持仓因为安全感反而表现差,在这种强势市场里,简直是对资金的巨大浪费,所以本周清理掉了一些偏中性持仓,整备粮草,等待新的战役! NASDAQ:RGTI
金汇得手:下周行情预测20241228 本周由于圣诞假期,行情整体波动不大。距离收年线还有两个工作日,我们先分析前半周走势。美元指数本周高位震荡,下周暂时关注107.4-108.1区间破位,暂时不看再出新高。周五小区间震荡,下周一关注107.6-108区间。
黄金本周收十字星,周初估计也是震荡为主。先关注2608-2639区间破位,上破看2653附近,下破看2593-2583附近,可以高空低多操作。日线昨天二次上探没新高回落,晚间跌至2611附近,日线收长下影阴线。结合白银走势,倾向震荡偏空操作。日线阻力2631附近,触及可以做空。不过顶底转换的位置在2623附近,也是周一多空分水。如果行情走弱会在2623附近先回落,但是日线又不不能过分看空,所以稳健点还是接近2631再空。下方支撑2615附近,不破可以多,一旦有效下破2615,2611应该挡不住,还会去2608甚至2600下方。
操作建议:周一早盘关注2623一线反应,先涨接近2631空,先跌接近2615或2608多,实盘为准。昨天2629多,最高2638,2611多,晚间到了2621。原油由于时间太晚70.7空单没再参与。
原油本月有收在70.6附近的概率, 月底暂时不看大涨大跌。周线本周收长影阳线,下周不排除继续震荡,不过下个月有破位概率,收月线后我们再详细的分析。周初关注68.6-70.8(71.5)区间破位,未破位前可以高空低多。昨天震荡上涨,日线收长影阳线,周一建议接近70.8或71.5不破空,接近昨天低点不破多,分析仅供参考。