Shanghai Index**: Nearly 3,800 northbound funds are net** nearly 6 billion yuanThe Shanghai Composite Index rose 054%, the Shenzhen Component Index rose 038%, the GEM index rose 007%。The turnover exceeded 600 billion, and the net northbound funds were nearly 6 billion. Optics and optoelectronics, food and beverage, and consumer electronics sectors were among the top gainers, while utilities and photovoltaic equipment sectors were among the top decliners. *Highlights **Funds borrowed ETFs to buy more than 90 billion yuan, and CSI 300 ETFs are the most popular Wind data shows that as of December 26, the net value of the ETF market has increased by 3 billion shares in a single day, with a net inflow of about 3.9 billion yuan. In the long run, since December this year, the net inflow of funds through ** ETFs has been about 91.7 billion yuan, and the SSE 50 and CSI 300 indices are the main direction of capital inflow. View original articleStyle mutation!Public offering quantification: 4 products that are at the bottom of this year are on the "red list" last week!Private equity quantitative bulls suffered another "Waterloo".
Last week, A-shares once again bottomed out, but in the process of the style of abrupt changes, the annual downturn of the new energy photovoltaic track rarely achieved contrarian **, which also brought about the public offering quantitative performance list of the "style of change", Soochow Anxiang quantitative hybrid A and other products that are currently ranked in the bottom 4 of the year, collectively on the "red list" TOP10 last week. View original articleA 5-year high!**Liquidation "curse" manifests?85%** hit".
From the data of the past ten years (2014 to 2023), ** liquidation has accelerated in the past five years (2019 to 2023). According to wind data, as of December 26 this year, the number of liquidations** since 2023 has reached 256, a new high in the past five years. Not only that, the number of liquidations in 2023 has also hit a record high since the beginning of the public offering industry in 1998. In addition, the number of FOF liquidations in 2023 exceeded double digits, soaring to three times that of 2022, and the number of ETF liquidations also increased rapidly. View original article"Darkest Hour" talks about lost confidence and the confidence to "survive".
Historically, A-shares have faced many "difficulties", either short bulls and long bears, or endless ups and downs. In the previous bears and cow turns, the old people witnessed the flowers on the top of the mountain, and also survived the silence at the bottom of the valley. In such a "difficult moment", we might as well take a look at the "difficult years" experienced by A-shares, and look for the glimmer of light in the gloomy time. Recently, the National Development and Reform Commission, the National Data Bureau, the Cyberspace Administration of China, the Ministry of Industry and Information Technology, and the National Energy Administration jointly issued the "Implementation Opinions on Accelerating the Construction of a National Integrated Computing Network for the In-depth Implementation of the "Eastern Data and Western Computing" Project" and the "Implementation Opinions" proposed that by the end of 2025, the comprehensive computing infrastructure system will take shape. View original articleNational Bureau of Statistics: In November, the profits of industrial enterprises above designated size increased by 29% year-on-year5%
From January to November, the total profit of industrial enterprises above designated size was 69,822800 million yuan, a year-on-year decrease of 44%, the decline was 3 percent narrower than that from January to October4 percentage points. In November, the profits of industrial enterprises above designated size increased by 29 percent year-on-year5%。View original articleWeak inflow of northbound funds in 2023 will make a comeback next year
As of December 26, the cumulative net ** of northbound funds in 2023 is 25 billion yuan, only higher than the 18.5 billion yuan in 2015 when the Shenzhen Stock Connect was not yet opened, and the cumulative net ** amount of northbound funds this year may hit a new low since the full opening of the Shanghai and Shenzhen Stock Connect. View original articleHuawei blockbuster!The world's first adoption is about 5G-A
Fujian Mobile and Huawei jointly completed the synaesthesia capability verification of low-altitude multi-station continuous networking using 5G-A integrated synaesthesia technologyThe 9GHz frequency band realizes the detection and timely warning of multiple unmanned aerial vehicles at a low altitude of 120 meters in the city. This achievement provides new possibilities for the development and utilization of urban low-altitude resources. View original article CCTV: The development of virtual reality technology has pressed the "acceleration button" The demand for artificial intelligence computing power has grown rapidly As a future industry, the development of virtual reality technology has pressed the "acceleration button", and many people have paid attention to the potential and opportunities in it. View original article》 Medicine 2023: The cold winter is still in the spring, and the innovative drugs "go to sea" to welcome the outbreak of the medical insurance policy Although the cold winter of the pharmaceutical industry in 2023 is still there, the signal of "warming" is also continuing to strengthen, especially as the overall medical insurance policy enters the optimization stage, not only the fundamental risks are further released, but also the growth certainty of domestic innovative drugs is expected to be greatly improved. View original articleAfter the adjustment of the continuous "land volume" of A shares, when will the "land price" be seen?
China Merchants ** pointed out that after the previous adjustment, the CSI 300 index has returned to near the lowest level in history, the dividend yield has returned to near the highest level in history, the interest rate spread relative to the 10-year treasury bond has hit a record high, and the ratio of the CSI 300 price-earnings ratio to the S&P 500 has returned to the lowest level in history. The CSI 300 Index is relatively extremely undervalued both horizontally and vertically. Recently, many physical economic indicators have turned positive, indicating that the economy is improving. From a rational and medium- to long-term perspective, the CSI 300 is ushering in the glimmer of the dawn of the bottom. View original article》 CITIC**: Algorithm progress + application landing business closed loop gradually formed CITIC** research report pointed out that as the biggest surprise of the global technology industry in 2023, with the continuous progress of algorithms and the gradual implementation of application scenarios, Gen AI is expected to continue to become one of the core main lines of the development of the technology industry in 2024, and correspondingly affect the total IT expenditure & structure of global enterprises, the demand of the semiconductor & hardware industry, and the operational efficiency of Internet companies. View original articleE Fund Investment Consultant Song Hao: The recovery of the smartphone industry chain Consumer electronics investment looks at these areas
E Fund investment consultant Song Hao said that with the arrival of the replacement cycle and the successive release of many new phones of domestic and foreign brands, the domestic smartphone market has shown signs of recovery, and benefited from the pull of Double 11**, and the domestic mobile phone sales in October also showed a month-on-month increase**. View original article