Todays market market opened low and go low, and the Shanghai index plate bottomed up, and the GEM finger rose over 3%.As of the close, the Shanghai Stock Exchange Index rose 0.51%, the Shenzhen Stock Exchange Index rose 2.03%, the GEM index rose 3.05%, and the science and technology 50 index rose 4.70%.The citys individual stocks rose more or less, rising more than 3,900 individual stocks.The turnover was 2.51 trillion yuan throughout the day, a shrinkage of 173.8 billion from yesterday.The main net contribution of domestic capital outflowed 19.55 billion. On the disk, independent controllable, controlled and domestic alternative industrial chain broke out, and the chip industry chain such as lithography machines, CHIPLET, storage chip is strong.The rest of the shares have been sealed, Jiangfeng Electronics and Zhongke Fei Testing have risen by more than 10%; AI concept stocks have launched a rebound, of which the hardware direction ZTE, Zhongke Shuguang, Zhejiang University.com and other daily limit;The daily limit of Zhongguang Tianxuan, Peoples Daily, and China Section.New energy track stocks such as photovoltaic and lithium batteries have stronger shocks, and Tiannai Technology and Aixu shares are sealed.10cm daily limit.In addition, the concepts of Huawei, brain interfaces, gas, and other concepts have risen. In terms of decline, the Hainan Free Trade Zone sector has performed weakly, and HNA Holdings fell more than 9%.Dairy, prefabricated dishes, duty -free shops, food and beverages and other large consumer sectors have lowered, and black sesame and Western kings have a limit of food. The Cavaliers dairy fell more than 8%.High -level stocks continued to decline, and Huaxia Happiness, Lan Dai Technology, Sinochemical Geotena, and Shuangcheng Pharmaceuticals fell.In addition, coal, banking, insurance and other sectors have weak trend.
The picture comes from Dongcai Choice
The news direction of Da Technology continues!Midea is a black hand to the Chinese chip industry: TSMC is required to stop the advanced chip from mainland China. In addition, Members of the United States ask for the list and sales of semiconductor equipment companies such as Asmi;The technology strives to create an independent, controllable, safe and reliable industrial chain supply chain.2. Smart spectrum launching AI generation videos new shadow; 3. The good news of the solid battery industry is continuous, and the leaders of Ningde Times and Changan Automobile have continued to increase solid -state batteries; 4. Domestic GPU unicorn Moore will start listing counseling in the near future.5. 7. 7 Lian Banhaos suspension of the trading check and release strict regulatory signals.
1. Todays domestic alternative industry chain exploded, the chip industry chain is strong, the news is: 1)AMAT, Lam, KLA, and Tel were questioned by the House of Strategic Competition Special Committee of the House of Representatives.This has also strengthened the urgency of our semiconductor domestic replacement and autonomous controlling.As Trump comes to power, the scientific and technological game between the great powers will become the main theme.The main line of technology and independent technology will become the most mainstream of the market.
2. Another news is worthy of attention: domestic GPU unicorn Moore thread preparation of the IPO of the science and technology board is listed.The core team of Moore is from Nvidia. The founder Zhang Jianzhong is the general manager of Nvidia China and the global vice president of Nvidia.They are engaged in pure domestic graphics cards. At present, they can buy their home graphics cards, but the gap with Nvidia is too large. There is no problem in playing ordinary online games. Playing 3A games is very difficult.The companys financing valuation in 2022 reached 24 billion yuan. If the science and technology board was listed, it is estimated that it will directly break 100 billion after the IPO!Facing two directions, one is a new winning signed, and the other is the Moore thread concept stock, such as the company participating in the shares and business cooperation.
3. Today, the high -level monster stocks continue to ebb.Mainly, Haolo, the science and technology board, was locked into the small black house. This ticket has a daily limit of 7 consecutive 20cm, and the stock price has nearly 4 times that of the stock price.This week, the recently increased growth of Sino -Rock soil and Huaying Technology.In addition to Haolo Bo, there are also severe changes to Lan Dai Technology, Huaxia Happiness, Winning, and Maollai Optics, and may be suspended to verify.The suspension of the trading verification will be emotional for short -term high -level stocks.
Why does this time cool down to the monster stock?One is that the monster stocks have brought their popularity. Now the focus is on the introduction of patient funds. The second is that so many actions have attracted foreign capital recently. If our market is too speculative, foreign capital may be ongoing.If the high -level monster stocks continue to fry, more severe measures will come out at any time.After all, it is necessary to swim in active fields, but do not want to speculate too hot, which will eventually lead to a large number of retail investors picking up on the top of the mountain, which will not be great to the benefits of national peoples livelihood.
The market transaction volume is still very strong today. Last week, the Peoples Congress was not as good as expected and did not affect the market as a whole.The big move.Therefore, everyone still has to abandon bear markets and zoom market thinking.Actively take your own position, do not easily do the band, and learn to hold the correct position, it is a very important philosophy of profit.
The sectors with subject matter and fundamentals, hype and market that affects large aspects, can easily become the object of crowded funds.For example: Bei Stocks, Semiconductor, and Technology Plates.Even if they are adjusted, they will be repaired quickly due to market emotional stability. This kind of sector must learn to hold.Although the weight sector with fundamentals is slow, his certainty is high, so when the low level does not rise, you must also hold it, such as the CSI 300 and the CSI A500 Index Fund.
PS: The above is the heavy news and market interpretation of todays A -share market. Finally, please please friends and friends to like it, give encouragement and support, thank you very much!In the text, the stock and fund of the text only do analysis, does not constitute investment suggestions, the stock market is risky, and investment needs to be cautious!
