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11月外资调研忙,贝莱德、高盛、摩根士丹利等齐出手

November was a busy month for foreign investment research, with blackrock, goldman sachs, morgan stanley, and others all taking action.

Breakings ·  Nov 24 18:16

Since November, top foreign institutions have been continuously monitoring the A-share market, showing strong interest in listed companies in sectors such as machinery, semiconductors, and software. Zoomlion, Montage Technology, Zhejiang Supcon Technology Co., Ltd., among others, have attracted numerous well-known foreign institutions on their research lists, including BlackRock, Goldman Sachs, Morgan Stanley, and Citigroup. During the research, investors paid attention to the estimated scale of clock chips and Montage Technology's future plans for this product. In response, Montage Technology stated that clock chips mainly include clock generator chips, clock buffer chips, and debouncing clock chips. From the perspective of market size, clock chips are a relatively mature and spacious market. Some investors inquired about Zhejiang Supcon Technology's order situation in the field of robotics this year and the expectations for the future. Zhejiang Supcon Technology mentioned that the company is vigorously expanding into the robotics market, particularly focusing on the research and application of industrial robots. With the rapid development of the industrial robotics market and the continuous evolution of the trend towards factory automation, the demand for robots in areas such as production, logistics, smart laboratories, and hazardous operations is rapidly increasing. (Brokerage China)

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