GuShiio.com ① “Black Mouth” misleads the AI model as a new tool to manipulate the market. Recently, five listed companies have been “lying down”;
② Ling Yunguang said that the cumulative service income provided to Yushu Technology so far is only 10,000 yuan, and there are no orders from Yushu Technology;
③ The three major U.S. stock indexes collectively closed down, with most large technology stocks falling.
Introduction:Cailian invested in lightning rods on February 21. Recently, potential risk events in A-shares and overseas markets are as follows. Domestic economic information includes: 1)”black mouth” misleads AI big models as a new tool for market manipulation, and five listed companies have recently been “lying down”;2) price upside down, Xijiu’s core product Cellar 1988 (2020 version) will stop receiving orders; the company’s key concerns include: 1) 13-day and 10-board Hangjin Technology Announcement, which has no business dealings with In-depth Search; 2) Ling Yunguang said that the cumulative service income provided to Yushu Technology so far is only 10,000 yuan, and there are no orders from Yushu Technology. The key concerns in overseas markets include: 1) The three major U.S. stock indexes collectively closed down, and most of large technology stocks fell;2) Research found that the withdrawal rate of “weight-loss drugs” such as semigroutide exceeded 40% in one year.
economic information
1. Since the beginning of this month, a large number of false “good news” have spread and spread on several major investor exchange platforms in the form of AI Q & A screenshots. A group of account “vest” misled the AI model to give wrong answers by spreading rumors such as “a company has invested in DeepSeek” and “a company provides technical services for DeepSeek”, using AI as a new tool for setting up an “information trap” to deceive shareholders. According to statistics from Cailian reporters, five listed companies, including Cixing, Tiancheng, Parallel Technology, Chengmai Technology and 360, have recently been used by “black mouths” to fabricate and disseminate false information using AI questions and answers. Up to now, except Cixing, all of the above-mentioned companies have publicly clarified relevant rumors by issuing announcements and responding on the investor interactive platform. (Financial News Agency reporter Luo Yichen)
2. A reporter from Cailian News Agency learned that Xijiu issued a notice today stating that according to the sales plan of cellaring series products, it was decided after research to stop accepting orders for 53 ° Xijiu·cellaring 1988(2020) 500ml x 6 products starting from 17:00 on February 28. Xiaocai Note: Cellar 1988 is the core product of Xijiu, with sales exceeding 10 billion last year. At present, the price of Cellar 1988 on e-commerce platforms is less than 400 yuan/bottle, which is upside down from the factory price. (Financial News Agency reporter Zhu Wanping)
Company warning
1. 13 days and 10 boards Hangjin Technology: No business dealings with In-depth Search.
2. Ling Yunguang: Up to now, the cumulative service income provided to Yushu Technology is only 10,000 yuan, and there are no orders from Yushu Technology.
3. SMIC: On February 19, China Securities Exchange Science and Technology Innovation Board 50 Index Fund reduced its holdings of 2.81 million shares of the company.
4. Lihe Technology: Shareholder Guoke Ruihua plans to reduce its shares in the company by no more than 4.86%.
5. Blue Dun Optoelectronics: Controlling shareholder, acting in concert, Jintong Anyi Phase II, and shareholder Liu Pu plan to reduce their shares in the company by no more than 4% in total.
6. Hemai Shares: Shareholder Gangzhi Investment plans to reduce its shares in the company by no more than 3%.
7. Dongpeng Beverage: Kunpeng Investment plans to reduce its shareholding by no more than 1.3786%.
8. Dier Laser: Shareholders and some directors and supervisors plan to reduce their shares in the company by no more than 0.58%.
9. Tuoxin Pharmaceutical: Ivos plans to reduce its shares in the company by no more than 2.61%.
10. Puyuan Information: Some directors and senior management plan to reduce their shares in the company by no more than 0.9% in total.
11. Yiyatong: Yiyatong Holdings plans to reduce its holdings by no more than 1.16% of the company’s total share capital.
12. Hexing Shares: The company’s executives and supervisors plan to reduce their holdings of no more than 400,000 shares in the company.
13. Northern Navigation: The company’s directors and senior managers plan to reduce their shares by no more than 0.00275% respectively.
14. Science and Technology Innovation New Materials: Shareholders Xu Weinan and Cheng Peng plan to reduce their shares by no more than 1% respectively.
15. Jin Longyu: Zheng Zhongzhou, the controlling shareholder acting in concert, plans to reduce his holdings by no more than 500,000 shares.
16. Chang Guanghuaxin: Dong Jiangao plans to reduce his shares in the company by no more than 0.4558% due to his personal capital needs.
17. Laimei Pharmaceutical: Shareholder Qiu Yu’s 0.06% stake is subject to a risk of passive reduction.
18 and 7 Connecting Board Hangzhou Chi Advance: The “Highly Integrated High Power Density Joint Component Technology” project undertaken will not generate sales revenue in 2025.
19 and 4, Sichuan Jinding: Sichuan Kaiwu Information, a subsidiary shareholding subsidiary, is connected to DeepSeek, but procedures related to the transfer of equity in Kaiwu Information are being processed.
20.3 Lianlian Tianpu shares: The external circulation is small, and there may be a risk of irrational speculation.
21.2 Lianban Jinfa Technology: The company’s indirect shareholding in Yushu Technology is extremely low.
22. 2 Lianban Yunzhongma: At present, the company’s shareholding ratio in Zhongxi New Materials (Anhui) Co., Ltd. is small and will not have a significant impact on the company’s performance.
23. Shuangfei Group: There is no self-lubricating material bearing business in the field of humanoid robot parts.
24. Shuanglin Co., Ltd.: The company’s roller screw products have only completed relevant sample research and development, and have not yet achieved operating income.
25. Arowana: Net profit in 2024 will be 2.502 billion yuan, a year-on-year decrease of 12.14%.
26. Kaixin Materials: The net profit in 2024 is 92.2485 million yuan, a year-on-year decrease of 18.27%.
27. Nanqiao Food: The net profit attributable to the parent company in January 2025 was 15.0955 million yuan, a year-on-year decrease of 43.45%.
Overseas warning
1. The three major U.S. stock indexes collectively closed down, with the Dow down 1.01%, the Nasdaq down 0.47%, and the S & P 500 down 0.43%. Most large technology stocks fell, with Amazon, Netflix, Meta, and Tesla falling more than 1%, while Google fell slightly; Intel rose more than 1%, and Apple, Nvidia, and Microsoft rose slightly. AppLovin fell about 9%, its worst one-day performance since December last year. Quantum computing concept stocks continued their gains, with D-Wave Quantum up 13%, SEALSQ up more than 10%, Arqit Quantum up more than 6%, and Rigetti Computing up about 4%.
2. Semigroutide, a “weight-loss drug” that has swept the world, has the effects of lowering blood sugar, losing weight and improving cardiovascular health. It is not only sought after by dieters, but has also become an effective means to treat diabetes. Previous evidence suggests that these drugs need to be used continuously to maintain their efficacy. However, a recent study found that the one-year withdrawal rate of this type of drug is as high as 4- 60%. The reason may be related to the purpose of the drug, weight loss effect and drug price.
3. The International Grains Council said in a report that it lowered its forecast for total grain production in the 2024-25 quarter and lowered its forecast for corn production. The total grain production is currently expected to be 2.3 billion tons, a decrease of 3 million tons from the previous month’s forecast; the corn production forecast is lowered by 3 million tons to 1.22 billion tons; the global grain inventory forecast at the end of the quarter is slightly raised from the previous month to 576 million tons; Wheat inventory estimates are also lowered to 264 million tons.
4. Netease Youdao’s net income for the fourth quarter of 2024 was 1.3 billion yuan (US$183.6 million), a decrease of 9.5% compared with the same period in 2023. Net income from Youdao in fiscal 2024 was 5.6 billion yuan (US$770.7 million), compared with 5.4 billion yuan in fiscal 2023.
