Today (December 29) the market continued to be in early trading, with the Shenzhen Component Index leading the gains, with a turnover of 512.1 billion yuan in the two cities, a decrease of 27 billion yuan from the previous trading day. As of midday**, the Shanghai Composite Index was up 034%, the Shenzhen Component Index rose 049%, the GEM index rose 028%。In terms of sectors, optics and optoelectronics, games, shipbuilding and other sectors were among the top gainers, while aviation airports, winemaking, ** and other sectors were among the top decliners. 56 shares have a daily limit closure rate of 8485%
In terms of daily limit stocks, as of noon**, a total of 56** daily limits, and another 10** once touched the daily limit, with a sealing rate of 8485%。
* In terms of consumer electronics concept stocks, the collective outbreak of consumer electronics stocks, MR direction led the rise, Goertek, Wufang Optoelectronics, Daoming Optics, Gongda Electroacoustic and other more than 10 shares of the daily limit. Media and game stocks unfolded **, Chinese ** rose by more than 10%, and Shanghai movies rose and stopped. CPO concept stocks opened higher, Jiulian Technology rose more than 10%, and Taichenguang rose more than 5%. The trend of photovoltaic concept stocks is differentiated, Qingyuan shares 7 boards, Cybrid Technology, Minfa Aluminum, etc. In terms of pork stocks, pork stocks adjusted, and New Wufeng led the decline.
The Beijing Stock Exchange 50 Index rose 197%, Yabaoxuan, Weida Optoelectronics 30cm daily limit.
Northbound funds: net inflow of 222.8 billion yuan As of noon**, there was a net inflow of northbound funds, of which 45.9 billion yuan, with a net inflow of 176.9 billion yuan, with a total net inflow of 22$2.8 billion.
Industry capital flow: 14500 million net inflow into the consumer electronics industry funds, as of noon**, consumer electronics, optics and optoelectronics net inflows ranked high, of which consumer electronics net inflow of 14500 million yuan.
In terms of net outflow, the net outflow of photovoltaic equipment and ** ranked high, of which the net outflow of photovoltaic equipment was 21200 million yuan.
**Top 10 by transaction value
*In terms of transaction value, as of noon**, LONGi Green Energy ranked first in the two cities, with a turnover of 469.7 billion yuan;Cialis ranked second in the two cities, with a turnover of 392.5 billion yuan.
Yashi Optoelectronics 8 boards Today's consumer electronics direction is strong, Yashi Optoelectronics 8 boards, Goertek, Wufang Optoelectronics, TD Optics, Gongda Electroacoustics and so on are also up and down.
CICC's research report pointed out that the implementation of mobile AI has accelerated, and consumer electronics has entered a new round of innovation cycle. As issues such as high cloud inference cost, reliability and latency, user privacy, and data security have attracted attention, device-side AI deployment has become the key to AI large-scale expansion and application implementation. (Article**: Oriental Wealth Research Center).