Author: Wu Yanrui
On December 11, the Shanghai and Shenzhen stock markets bottomed out and rebounded in a V-shaped ** throughout the day, with the ChiNext index leading the rise. On the disk, the direction of AI application continues to be active, among which media stocks collectively rose sharply, and nearly 10 shares such as Publishing Media, Shandong Publishing, Dragon Media, and Anhui New Media rose to the limit. Multimodal concept stocks maintained their strength, with Insai Group and Chinese ** rising by more than 10%, and Yunding Technology and Suzhou Keda rising and stopping. MR concept stocks are strong, and Wufang Optoelectronics and Emdoor Information have a daily limit. Financial stocks such as brokerages pulled up in the afternoon to drive the index**, and Zheshang ** rose to the limit. **In terms of lithium mining stocks, the collective adjustment of lithium mining stocks, Jixiang shares fell more than 5%.
Overall, there are more than 3,900 stocks in the whole market, and the turnover of the Shanghai and Shenzhen markets today is 911.5 billion yuan, a decrease of 50.3 billion yuan from the previous trading day. Northbound funds sold a net of 32 throughout the day5.9 billion yuan, of which 85.3 billion yuan, with a net sale of 240.6 billion yuan.
In terms of sectors, media, MR, multimodal, coal and other sectors were among the top gainers, while lithium mines, food, liquor, ** and other sectors were among the top decliners.
As of **, the Shanghai Composite Index rose 074%, the Shenzhen Component Index rose 082%, the GEM index rose 125%。
Sector:
The cultural media sector broke out, Century Tianhong, Shandong Publishing, Publishing Media, Dragon Media, Anhui New Media, Gravity Media, Longyun Shares, Shifeng Culture, Guomai Culture, etc., Tianlong Group, Times Publishing, etc. followed up.
The concept of mixed reality performed well, Roman shares, Emdoor information daily limit, Bozhong Seiko, Shuangxiang shares, Goertek shares and so on.
Multimodal AI is active, Suzhou Keda, Yunding Technology up and down, Insai Group, Chinese**, Xuanya International, etc. soared.
Foxconn's concept is changed in the intraday, Yingtong Communication's daily limit, Bozhong Seiko, Chuanyi Technology, and Jingquanhua are different degrees**.
The concept of nuclear energy rose in early trading, Baose shares rose by the limit, Jingye Intelligence, Jiangsu Shentong, Atlantic, Hailu Heavy Industry, Kexin Electromechanical and so on followed higher.
The brokerage sector made efforts in the afternoon, Zheshang ** daily limit, Cinda **, Hualin **, Caitong**, Guolian ** and so on.
The lithium battery sector cooled down, Jixiang shares once fell to the limit, Tianhong lithium battery, Derui lithium battery, Liwang shares and so on fell sharply.
Institutional Interpretation:
Huaxi ** said that the Politburo meeting in December again mentioned "first establish and then break", which may mean that the follow-up real estate policy is expected to be renewed, including financing support for real estate enterprises, promoting the implementation of the "three major projects", and further relaxing the demand-side policies in core cities. In mid-December, the ** economic work conference is approaching, under the positive policy tone, the market's "weak expectations" have room for repair, and the current A-share is in the range of high cost performance of allocation, and the market outlook should not be too pessimistic.
Bank of China** believes that the market is expected to recover from the previous weak sentiment. Recently, the AI field has once again entered a period of intensive overseas mapping and catalysis, the global computing power cycle tends to rise, and the market sentiment disturbance factors in the early stage have eased, and the TMT sector is expected to be catalyzed.
This article is for informational purposes only and does not constitute investment advice, and you do so at your own risk).