2024.11.14 [A -share Morning News]: Last night, 5 major benefits news!Black Thursday curse will break?
"Market Trends"
Yesterday, the market bottomed out all day long, and the GEM finger rose.As of the close, the Shanghai Index rose 0.51%at 3439.28 points, the Shenzhen Index rose 0.40%to 11359.29 points, and the GEM index rose 1.11%to 2417.25 points.The Shanghai and Shenzhen cities were 2.01 trillion yuan, a shrinkage of 541.5 billion yuan from the previous trading day.On the disk, Shanghai State -owned Enterprise Reform, Sora concept, Douyin concept, solid -state battery and other sectors have risen, and the decline in tourism, gas, CRO, pharmaceutical commerce and other sectors.
"Trend prediction"
"Macro News"
1,Real estate: The Ministry of Finance and other three departments issued the "Announcement on Promoting the Stable and Healthy Development of the Real Estate Market", which clarifies a number of preferential tax policies that support the development of the real estate market.In terms of deed tax, the area standard for the current 1%low tax rate is increased from 90 square meters to 140 square meters, and it is clear that the four cities in Beijing, Shanghai, Guangzhou, and Shenzhen can uniformly apply the second set of housing deed tax policies with other regions.
"Industry News"
1, low -altitude economy: XiaopenghuihuiTianzhi announced that Xiaopeng Huitians "land aircraft carrier" reserved over 2,000 units at the Chinese air show, which is the largest order in the global flight automobile field so far.
2. Brainpiece interface: Recently, the brain machine interface product developed by Bo Ruikang Medical Technology (Shanghai) Co., Ltd. and the School of Biomedical Engineering, the School of Biomedical Engineering, Tsinghua University, NEOThe hospital successfully completed the third case in the country and the first clinical trial implantation in Shanghai.
3. Robot: According to reports, in order to further promote the implementation of humanoid robots in the fields of scientific research, education, industrial manufacturing,Partners such as the Intelligent Robot Innovation Center jointly released the "Tiantong Open Source Plan".The current existing technological achievements of Tiantong Robot will be open -source to the industry, and promoting the intelligent technology of the body to accelerate the landing of all walks of life.
4. Communication equipment: According to reports, "AI leader" Nvidia and SoftBankGroup said on Wednesday that the two companies have tried to run the world in the worldGo to the first artificial intelligence (AI) and 5G telecommunications network.According to Nvidia, SoftBank used its AIAERIAL to accelerate the computing platform and successfully tried the worlds first artificial intelligence and 5G telecommunications network. This is a breakthrough in the calculation field.
"Institutional Operation"
From the perspective of the capital flow of the sector, the main line of hotspots (the recent institutional main attack direction), the solid -state battery, semiconductor and low -altitude economy have been reduced in a small amount, and the automobile industry chain continues to increase the car of the car.Car, short -term continuity will be further enhanced; a small amount of car components are reduced, which is the only main hotspot that has been reduced on Wednesday.
"Traveling operation"
Fang Xinxia: Netbet You Research New New Research NewMaterials (semiconductor) 753.25 million;
Ningbo Sangtian Road: net buying new materials (semiconductor) 66.8753 million;
Shangtang Road: 36 million of Kerry Technology (Automated Equipment), Jin Tuo (Robot+Automobile Parts) 25.89 million;
Hujialou: net purchase and marketing collection (retail) 286 million, China Science and Technology (digital currency+diversified finance) of 102 million;
New One: net buying Tianzhang Technology (Xinchuang) 22.1817 million;
Little Crocodile: net buy BinhaiEnergy (solid battery) 12.847 million;
Shanghai Puyang Road: 26.6423 million to buy Haitian Ruisheng (AI corpus).
"Account Change"
"Todays Plan"
Shanghai Wash 603200, Solid -state battery, within 1 point, the 5th line does not break the layout 20%.
Star Semi -Director 603290, Xingye Technology 301536, semiconductor, the 5 -day line does not break the layout of 10%, and the two shares have reached 2 to choose 1.
"Stocking Strategy"
German Nano 300769, solid -state battery, Relying on the position of the 20th.
Lianlin Technology 301205, CPO, rely on the 20th line to hold positions.
Haizhi Electromechanical 300503, Robot, rely on the 10 -day position.
Fengli Smart 301368, Robot, rely on the 10th line.
Mai is a shares 300751, photovoltaic, relying on the 10 -day position.
Oriental Rising 300118, photovoltaic, relying on the 20th line.
"Operation Thoughts"
Wednesday A -share market is done between the 5th and 10th lines on WednesdayThe interval fluctuates, and there is no penetrating the 10 -day line to shake the upward trend, and the purchase of the seat of the institution is still very active, so the upper limit of position is still controlled by the full warehouse.At present, there are 70 % warehouses, so there is still room for opening on Thursday.In terms of the distribution of comprehensive holding stock sections, as well as recent performance of the main line hotspots and non -main line hotspots, solid -state batteries, diversified finance, semiconductors and low -altitude economies can be selected in the direction of the plus position.not>
