Today's A-share staged a miracle day, with a sharp gap in the morning and a low opening, and continued to rise, as of the four major indexes closed in the red across the board, including the Shanghai Composite Index 074%, Shenzhen Component Index **082%, GEM **125%, science and technology 50**119%；The BSE 50 fell 335%。
*In terms of nearly 4,000 **, 42 have a daily limit, 1246**, and 9 have a downward limit. From the analysis of the first grade, there are 2,163 companies that underperform the Shanghai Composite Index, and as many as 3,038 companies that underperform the GEM, indicating that most people are underperforming the market today.
There are 2 30cm daily limits on the Beijing Stock Exchange, and only 6, 34, and nearly 200 have risen by more than 10%, and the loss effect is significant.
The total turnover of the two cities was 911.5 billion, a decrease of more than 60 billion from last Friday, which is a shrinkage**. Northbound funds once sold more than 10 billion yuan in early trading, and as of the end of the year, they sold 3.2 billion yuanDomestic capital smashed another 12.5 billion.
Today** is approaching the previous low of 2923 points, and a certain team has shot again, and the current ** is to look at the face of a certain team. In the afternoon, the market was mainly rescued from danger by the rise of technology and brokerages.
In the process of grinding the bottom every time, as long as the main capital continues to be the best sector or industry, once the market reverses, it will take the lead in strengthening and becoming the main line.
In the afternoon today, the central enterprise technology index ETF suddenly rose sharply, and the turnover increased rapidly. Among them, the turnover of the Southern Central Enterprises Technology ETF has grown particularly rapidly, and as of **, the ** closed up 261%, with a full-day turnover of more than 5800 million yuan, a record high in turnover since its establishment. Since December 1, when China Guoxin announced that it would increase its holdings in the central enterprise technology index ETF and will continue to increase its holdings in the future, the total turnover of the ** in the past 7 trading days has exceeded 1.9 billion yuan.
Although the heavyweight stocks of the Southern Central Enterprises Technology ETF are still in the trend, a team will continue to be the first to take the lead in strengthening as long as the market is the first in the later stage. For example, Hikvision, which has the largest weight, is the first leading stock in domestic security, and its volume rose 469%。
Brokerages rose in a straight line in the afternoon, driving ** to turn red. Judging from the comparison chart of brokerages and the Shanghai Composite Index, the trend is the same, so whether the market can continue to strengthen in the future depends on whether a certain team will continue to ** the brokerage sector.
Judging from the language of today's disk, Zheshang**Acquisition of the country** closed out of the daily limit today, Cinda **rose by more than 6%, and Guolian**Caitong**, Hualin** and other top gainers. The brokerages that led the rally focused on restructuring and small market capitalization. If brokerages want to be stronger, only large brokerages will lead the rise through mergers and reorganizations, which is expected to drive the entire sector**.
In terms of hot spots, media games once again led the two markets, and this direction has been repeatedly strengthened recently, which is worth paying attention to, and AIGC has also performed well. Indicates that funding is back in the field of artificial intelligence.
The leaders are still in the pro-cyclical sectors such as real estate, small metals, and lithium batteries, and the coaches of these sectors have been warning of risks, mainly because the overcapacity is too heavy and the stacking chips are too heavy, and the superposition is too involuted, resulting in the decline of corporate profits.
Less than 2 months away from the Spring Festival, near the end of the year, the market will gradually show a money-making effect, but the trading volume has not been able to be effectively amplified, which means that the market is difficult to fully bullish, and can only be structural.
In addition, from November, CPI and PPI fell year-on-year, and Liu Jipeng, Shuipi, who is known as the representative of shareholders, was collectively banned, which dealt a serious blow to investment sentiment. Therefore, it is too difficult to go through a bull market in the short term.
At present, the market's money-making effect is still concentrated in the field of science and technology, especially around the continuous spread of Huawei's industrial chain. There is no doubt that in the most sluggish market, Huawei's concept stocks are still a ray of light.
On December 9, at the 2023 Huawei Pollen Annual Meeting, Yu Chengdong, Chairman of Huawei's Intelligent Vehicle Solution BU, said that very leading, creative, and disruptive products will be launched next year. And bluntly said: "When the time comes, you can see how we can rewrite the history of this industry." I hope to continue to bring things that exceed everyone's expectations, do things that others can't think of, or things that others can't think of, or even things they dare not think of."
On December 9, the Ministry of Industry and Information Technology (MIIT) actively promoted the innovation and development of new energy and intelligent networked vehicles, and supported the R&D and industrialization of technologies such as new generation power batteries, new chassis, and intelligent driving. The relevant person in charge said that while China's new energy vehicles are developing rapidly, they are integrating a variety of transformative technologies such as artificial intelligence, the Internet, and big data, and the ecology of the automobile industry is being comprehensively reshaped.
It is no exaggeration to say that next year will be the first year of the outbreak of unmanned driving, so leading companies with core technologies and bound to Huawei automobiles and unmanned driving speed will have ten or even a hundred times the growth space in the future. If you want to know which companies are deeply bound to Huawei, self-driving and have a significant increase in net profit, you can read today's article "Huawei Will Launch Disruptive Products and Rewrite Industry History!".Huawei's unmanned driving opens the super tuyere.
Investment is risky, and you need to be cautious when entering the market!