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This is the most informative and positive meeting in recent years, and many references are "the first time in history", such as:Alas, every time the policy is issued, it is after the closing of A shares, and then Hong Kong stocks and China Stock Exchange soared, and the big A also blew! However, the consistency expectation is too strong, and the next day, it often goes high and low. This routine is quite speechless!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.

Recently, due to NVIDIA's alleged violation of the Anti-monopoly Law of the People's Republic of China and the Announcement of the General Administration of Market Supervision on the Decision of Anti-monopoly Review on Approving NVIDIA Company's Acquisition of the Equity of Milos Technology Co., Ltd. with Additional Restrictive Conditions (Announcement [2020] No.16 of the General Administration of Market Supervision), the General Administration of Market Supervision launched an investigation on NVIDIA Company according to law.Alas, every time the policy is issued, it is after the closing of A shares, and then Hong Kong stocks and China Stock Exchange soared, and the big A also blew! However, the consistency expectation is too strong, and the next day, it often goes high and low. This routine is quite speechless!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.

This is the most informative and positive meeting in recent years, and many references are "the first time in history", such as: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.Last night, China made a move against NVIDIA, and the General Administration of Market Supervision decided to file an investigation for allegedly violating the anti-monopoly law! We really hardened up and began to counter the other side. NVIDIA is the leader of US technology stocks and the best technology company in the world. Last night, it fell more than 2% in US stocks, although the decline was not too big! But just give it a taste of iron fist.