On November 11, as of the closing, the three major indexes rose collectively.The Shanghai Index rose 0.51%, the Shenzhen Index rose 2.03%, and the GEM index rose 3.05%.Solid stocks rose more and less, and the market exceeding 3,900 stocks rose.
In terms of sectors, semiconductors, games, SORA concepts, and photovoltaic equipment sectors have increased, and the dairy, banking, and coal sectors are adjusted.
Specifically, the semiconductor sector lifts up.As of the close, Shanghai Hejing, Jinghe Integration, Guoxin Technology, and Canxin shares have daily limit.
The game sector goes up.As of the closing, Kunlun Wanwei rose more than 13%, and Shenzhou Taiyue rose more than 11%. Tom cats, , electronic soul networks, etc., rose.
The bank sector is lower.As of the close, , Chongqing Bank, SPDB, and Changsha Bank fell more than 3%.
[Flowing]
The main funds ending continues to flow into electronics, computers, automobiles and other sectors.Net flow out of banks, food, beverages, and transportation sectors.
Specific to individual stocks, Tongfu Microelectronics, , Changan Automobiles net inflow 36.29 36.29100 million yuan, 3.573 billion yuan, and 3.425 billion yuan.In terms of net outflow, Shanghai Electric, CITIC Haizhi, and HNA Holdings were sold for 2.647 billion yuan, 826 million yuan, and 745 million yuan, respectively.
[Institutional point of view]
Galaxy China Securities: Outlook November, Outstanding November, Outstanding November, Outlook in November, Outlook in November, in November, in November, in November, in November, in November, in November, in November, in November, in November, in November, out of November, Outlook, November, in November.The market will pay more attention to the rhythm of domestic policy efforts and domestic demand consumption. Related sectors or short -term benefits in the cycle of the cycle. It is recommended to pay attention to three directions: 1. The elasticity of the smooth cycle+valuation repair is still large+the catalysis of the peak season, such as the catering supply chainPlate.2. The performance is tough, and the logic of the medium and long -term industrial logic is clear, such as snacks, beverages, and condiments.3. The marginal improvement of the three seasons+the long -term industrial cycle is expected to reverse+valuation repair elasticity is still large.
Ping An Securities: In summary, several major uncertainties at home and abroad have all landed in the short term, and the market enters the expected landing period.After the short -term risk is released, continue to be optimistic about the upward direction of the market.The market liquidity is abundant to open a certain valuation space, giving a more structural opportunity for the growth section.Continue to pay attention to policy support and industrial transformation direction in the mid -term, including new productive forces, high -end manufacturing, reform of overseas, state -owned enterprise reforms, etc., as well as the opportunities for capital market mergers and acquisitions and reorganizations.
CITIC Securities: It is expected that industrial manufacturing will become the first scenario of humanoid robots. The business service field will be secondary. The family consumption will be applied at the end but the potential is the most.As a world factory, under the continuous catalysis of domestic policies, my country is expected to open the space of humanoid robots to reduce costs and help its commercial mass production.Overseas players will continue to give play to the advantages of AI technology. Technology giants represented by Nvidia and OpenAI will become an indispensable member of the industry and reshape the industry ecology.It is recommended to pay attention to humanoid robots, integrated manufacturers, capital layouts, and component manufacturers.
