Group 1: Institutional Trading Insights - A total of 30 stocks were listed on the institutional trading leaderboard, with 13 stocks seeing net purchases and 17 stocks experiencing net sales [1] - The top three stocks with the highest net purchases by institutions were Beijing Junzheng (251 million), Guangqi Technology (147 million), and Guangji Pharmaceutical (77.2 million) [1][2] Group 2: Company Developments - Beijing Junzheng is advancing its 3D DRAM research to meet AI storage demands and plans to launch higher-performance SoC and AI MCU chips, focusing on edge AI and large model applications [2] - Guanghe Tong announced a strategic partnership with Luobo Intelligent in June, aiming to empower Luobo's AI nurturing toy brand Fuzozo [5] - ZTE's Nubia has released a limited number of engineering samples of the Nubia M153, which features the Doubao phone assistant technology for developers and interested users [6] - ZTE has begun bulk supply to major AI smartphones, including Samsung S24 and Google Pixel 8 [7]
龙虎榜复盘 | AI玩具+手机引爆市场，端侧AI概念股携手大涨
Xuan Gu Bao·2025-12-01 11:21