Today, A shares are polarized, white horse blue chip stocks are sharply adjusted, and the 50 index is low in Shanghai.Open low, the market once fell nearly 2%, and the stocks of scientific and technological growth rose strongly.The transactions of the two cities have a slight atrophy, but the transaction in one hour is still over trillion yuan.
On the disk, the new high, chip, Xinchuang, BC battery and other sectors have increased, and sectors such as industry, insurance, brewing, and coal have fallen.
ZTEs rare daily limit, the transaction is nearly 8.3 billion yuan in half a day, and nearly 3.5 billion yuan on the daily limit board is waiting to buy.Recently, the autonomous and controllable Chinese characters are frequently used. Previously, the Great Wall of China continued to go to the cattle.
The entire chip stock is strong
chip concept stock earlyThe entire line strengthened, the sector index opened high, and the volume rose nearly 5%, rising on the 6th in a row, a new high for more than 3 years, and approaching the highest point of history.
Solid stocks have set off a daily limit, Zhaoyi Technology, , Guoxin Technology, etc.Nearly 40 shares such as Gauss Bell also rose or increased by more than 10%.
Optical engraved machines, advanced packaging, storage chips, car chips and other subdivided sections are also strongly attacked, Dagang Co., Ltd., , Hai Li shares, Bai Ao Chemical and other batches daily limit.
Message. Last weekend, Wuhan Economic Development Zone released news.The consortium releases a high -performance vehicle -level MCU chip -DF30 to fill the domestic gap.
DF30 chip is the industrys first development based on independent open source RISC-V multi-core architecture, domestic 40nm car regulatory technology development, full-process domestic closed loop, functional safety level reaches ASIL-Ds high-end vehicle regulations for ASIL-D car regulationsThe MCU chip has passed 295 strict tests to adapt to domestic independent AutoSAR automotive software operating systems. It can be widely used in power control, body chassis, electronic information, driving assistance and other fields.
In addition, according to foreign media reports, recently, the US members of the United States demanded that the Dutch Asto, Tokyo Electronics, Japan, American Application Materials, Panlin Group and Core Lei of the United StatesProvide a list of Chinese customers and sales.
The report also said that the US Department of Commerce sent a letter to TSMC to implement export restrictions on some 7 -nanometer or more advanced design of some 7 -nanometer or more advanced design.These chips can be used to drive artificial intelligence accelerators and graphics processors (GPUs).
TSMC did not deny the news directly. TSMC responded: "For rumors, TSMC will not comment.Regulations, including applicable export control regulations.The prosperity of the semiconductor industry is expected to continue to rise, or it can pay attention to semiconductor equipment, seal testing, CIS and other subdivided sections with relatively high current prosperity and excellent performance in the third quarter.
Treasury policy is good for Xinchuang Industry
The concept of Xinchuang also rose collectively in the morning.It also rose nearly 4%high, and the fourth consecutive trading day hit a record high.
Multi -stocks such as Zhongdian Xingfa, Donghua Software, Zhonganke and other openings have a daily limit. Nearly 30 daily limit or rising by nearly 30 shares such as Zhejiang University Network, Xinzhu Network, and massive data%.
The Internet, industrial software, state -owned cloud, cloud computing and other related sectors have also risen, and the daily limit of 360, Yunsai Zhilian, UFIDA Network, and Zhongke Jincai.
Last weekend, the twelfth meeting of the Standing Committee of the 14th National Peoples Congress approved the "Standing Committee of the National Peoples Congress on approval & LT;The resolution of the proposal of hidden debt & gt; ", has launched the most intensive and large -scale debt policy in recent years.
The market generally believes that with the landing of government debt and more active fiscal policies, it is expected that government Xinchuang procurement will start quickly from the fourth quarter of 2024.
In fact, since the second half of this year, Xinchuang demand has accelerated its landing, demand has entered a explosive period, and the bidding information of Xinchuang Creation is disclosed in many places.The budget is 13.15 million yuan; Nantong No. 1 Peoples Hospital Xinchuang Terminal replacement and other projects, the budget is 11.22 million yuan;Consultation data shows that in 2023, the scale of Chinas Xinchuang industry reached 2096.19 billion yuan, and it is expected to reach 370.13 billion yuan by 2027. The market has released huge vitality. The era of "Daxinchuang" has arrived.
CITIC Securities pointed out that through the recovery and combing of Xinchuang historical policies, it is believed that the current development of Xinchuang has entered a comprehensive landing period in the 2.0 era.Create a two -wheel engine.From the perspective of development, the party and government faith and creation are moving towards "wide" and "deep". The industry Xinchuang is represented by finance, telecommunications, etc., and gradually moves towards comprehensive promotion.Against the background of the replacement capabilities of potential Xinchuang funds such as ultra -long -term national bonds, security and reliable evaluation and evidence, a new round of opportunities for Xinchuang Industry has emerged.
Responsible editor: Chen Lixiang
School pair: Ran Yanqing
