1. The Shanghai Composite Index fell below 3,000 points again. There are more than 3,500 stocks in the city, with a turnover of 768.6 billion yuan. On Tuesday, **narrowed**, bringing hidden dangers to the impact of 3000 points. This reflects the realization of post-meeting expectations, which now take time for the market and the industry to restart. I think now is a starting point to prepare for a new start and a new market. There are a total of 39 ** up limits, a total of 14 ** up limits, and 19 **failed **, with a rate of 67%. There are still many traders on the daily limit, but the speed of changing hands is too fast, and it is quite difficult to operate. Two new main lines and breakthroughs are emerging in the continuity of medicine and the reform of state-owned enterprises.
Second, the Shanghai Stock Exchange 50 fell nearly 2%, and heavyweight stocks such as Moutai, Fenjiu, China Merchants Bank, and CATL all weakened. Heavy stocks came under more pressure on Wednesday, which should have been caused by a collective sell-off at home and abroad. Their movements reflect the correction of the index, the suppression of the index, and the performance of individual actions. The reform of state-owned enterprises continued to break out, and more than 20 ** stocks such as Jinan High-tech and Nanning Department Store rose to the limit. The reform of state-owned enterprises, which is the main line at the end of the year, has once again been seriously discussed and deserves special attention, with the participation of floating capital and small and medium-sized investors.
3. AI application**Action Gravity Media 20 days 11 boards, Cultural Investment Holdings 6 boards, Longyun Holdings 3 boards. It's hard to say anything about this at the moment. First, let's look at sustainability. Pharmaceutical stocks**, Jinling Pharmaceutical, Shapu Aisi, Tonghua Jinma, Zhejiang Zhenyuan. Pharmaceutical stocks are a rare mainstream that large funds can understand and participate in. That's the heart of institutional engagement!This is another major guarantee in today's market.
Fourth, combined with new industrialization, the stock of robot concepts has increased, such as Julun Intelligence, Claus, etc. The daily limit has been reached. This is temporarily short-term and requires consistency and performance. The trend of multimodal transport concept stocks is greatly differentiated, with Yunding Technology, Suzhou Keda, and Hanwang Technology rising to the limit. Yunding Technology and Hanwang Technology are indeed quite powerful and worth paying attention to.
5. Northbound ** sold a net of 9.5 billion yuan on the same day, Shanghai Stock Connect sold 5.7 billion yuan, and Shenzhen Stock Connect sold 3.8 billion yuan. Foreign investment is not strong, and Hong Kong stocks continue to be weak, which seriously reduces the performance of A-shares, which is not a good sign, and funds need to come north to improve.
Shrinkage caused by **!Pharmaceutical reform and state-owned enterprise reform are the two major themes at present!This is still a double dip and market dynamics.