On Tuesday, the Shanghai Composite Index closed out of the yin line, and the 3,000-point integer mark was broken. In the following three trading days, the Shanghai Composite Index closed three white doji in a row, which looked like a very bottom. 
On Friday, the Shanghai Composite Index rose slightly, laying the groundwork for a return to 3,000 points next week. In order to turn strong, we need to be stimulated by good news, and the fermentation of investor sentiment over the weekend is also particularly important. Let's take a look at the big news this weekend. 
A recap of the weekend's eventsYu Chengdong's latest voiceOn December 9, the 2023 Huawei Pollen Annual Meeting was held at the Songshan Lake base. Yu Chengdong, Executive Director of Huawei, CEO of Device BG, and Chairman of Intelligent Vehicle Solution BU, said at the annual meetingNext year will be a very leading, innovative and disruptive product. Yu Chengdong said bluntly: "When the time comes, you can see how we can rewrite the history of this industry. I hope to continue to bring beyond everyone's expectations, to do things that others can't think of, or things that they can't think of, or even things they dare not think of. Yu Chengdong also predicted that Huawei will launch products with HarmonyOS native applications and native experience next year, "which will be the real king of the entire Chinese terminal operating system." 
Sina Weibo netizens posted **screenshots
Huawei is always able to do so at critical momentsCreate a variety of viewpoints, focal points, and hot spots for the a** field. From chips, to cars, to operating systems, once there is ** sexual information on the news side, it will trigger the pursuit of hot money. As far as the concept of HarmonyOS is concerned, nearly a month ago, on November 13, Huawei announced that it would launch a comprehensive cooperation with Meituan in industrial innovation, technology application, and business development based on Har-Monyos, and fully support Meituan to start the development of HarmonyOS native applications. At that time, it had already caused the Hongmeng concept to rise sharply, and after adjustment, new opportunities were worth looking forward to. 
Brokerage mergers and acquisitions are revivedLet's look at the next news, ** industry mergers and acquisitions again. On the evening of December 8 (this Friday), Zheshang ** issued an announcement that it intends to acquire 5 companies, including Chongqing International Trust, with a total of 1915% of the equity of Guodu, surpassing China Chengxin Trust to become the largest shareholder of Guodu. According to the current market capitalization of the national capital ** 72The estimated value of the acquisition is about 1.3 billion yuan$8.4 billion. Up to now, Guodu ** has no controlling shareholder and no actual controller. 
According to wind data, as of November 10, 2023, the company's equity underwriting market share was 108%, ranking 19th, up 9 places from 2022;The market share of corporate bond underwriting is 110%, ranking 19th, up 3 places from the whole year. 
Brokerage stocks are still an important sector that can boost market sentiment, and the catalyst for this sector this year is industry consolidation and mergers and acquisitions. In addition to Zheshang**, there are also a number of brokerages with integration expectations, such as "Ping An and Founder", "Huachuang and Pacific", "CICC and China Galaxy", etc. If brokerage stocks are active again next week, there will inevitably be an important impetus for ** to return to 3000 points. The CPI fell 0 year-on-year in November5%On December 9, data released by the National Bureau of Statistics showed that in November, the national household consumption ** index (CPI) fell by 05%, the first 11 months of the same period last year**03%。The industrial producers** index (PPI) fell 3 percent year-on-year0%, down 03%, down 3 percent year-on-year in the first 11 months1%。The main factors affecting the year-on-year decline in CPI are the decline in food, especially meat** and ***. The data shows that food ** fell by 4 in November2%, a slight increase of 02 percentage points. Among them, pork ** fell by 318%, the decline expanded by 17 percentage points;Eggs, edible oil, beef and mutton, poultry meat and aquatic products** decreased by 11%~10.5%, the decline has expanded. In addition, fresh vegetables** decreased by 3 from the previous month8% to **06%, fresh fruit ** rose to expand. Zhou Maohua, a macro researcher at the financial market department of Everbright Bank, believes that from the perspective of price data for policy guidance, the effective domestic demand management policy is expected to continue to be positive, helping consumption and domestic demand to recover steadily. "The recent release of official PMI data and price data in November is weaker than expected, which is bound to increase the market's expectations for further macro policy increasesIt is expected that around the end of the year, the central bank will introduce a RRR cut and the structure may increase. A preliminary agreement was reached on the first AI regulatory lawAccording to reports, on December 8, after a week of marathon negotiations and heated debates, representatives of the European Commission, the European Parliament and EU member states reached a preliminary agreement on the Artificial Intelligence Act (AI Act), which involves general-purpose AI systems, including ChatGPT. This is the world's first comprehensive regulation on AI regulation, which seeks to strike a balance between protecting fundamental human rights and not hindering the development of the AI industry. The technical details of the bill are still being discussed, and the final text has not been made public.
This week's market reviewA-shares continued to fall, Beijing Stock Exchange**A-shares continued to fall this week,** mainly concentrated on Tuesday, and stabilized in the last three days. The Shanghai Composite Index fell 205% to 296956 points;The Shenzhen Composite Index and the ChiNext Composite Index fell by about 2% throughout the week, and the STAR 50 Index bucked the trend and rose slightly by 008%。After last week, the Beijing Stock Exchange once again shined this week, and the Beijing Stock Exchange 50 Index accumulated 822%, and the turnover of the last four trading days exceeded 10 billion yuan in a row. ** There is a 30cm limit in turn, and many ** have risen by more than 50% in a week. Europe and the United States collectively closed up, and the Dow hit a new high this year
Let's look at the performance of Europe and the United States on Friday. Europe and the United States collectively closed up, and the Dow rose 036% at 3624787 points, a new high for the year;The Nasdaq rose 045%, and the S&P rose 041%。Large technology stocks rose, chip stocks rose first, Arm rose more than 7%, the stock price hit a new high, and Nvidia rose nearly 2%;Chinese concept stocks were mixed, and Xpeng Motors fell more than 5%;International oil prices rose by more than 2%;International gold prices fell more than 1%. 
Finally, let's talk about a slightly awkward hot topic this week. There's a saying that's well said:"If you can't beat it, join it". This sentence may be more appropriate for Sun Haozhong, a well-known ** manager of CITIC Prudential. Sun Haozhong once became famous for the layout of the new energy industry chain, but in the past two years, he has also fallen off the altar because of new energy. This year, his masterpiece CITIC Prudential Emerging Industries**3664%, with a return of -58% in the last two years, while the average return of the same category is -3236%。Just a month ago, Sun Haozhong posted on the Ant Finance community that "Through the darkest moment, new energy is not extremely Tailai". "Against the backdrop of uncertain industry-wide earnings improvement expectations, the market prefers thematic investments and high-dividend assets," the article said. In addition, in terms of portfolio management of products, we are in:More layouts have been made in photovoltaic module intelligent driving, photovoltaic new technology, etc. ”But only a month later, on December 5, Sun Haozhong posted againalmost denied his judgment and joined the AI camppublished the article "New Energy is Silent, AI Computing Power Rises". "In the third quarter, I made more layouts in photovoltaic modules, intelligent driving, and new photovoltaic technologies. In addition, as the importance of data security becomes increasingly prominent, especially in December, it may enter a period of intensive data element policies, and the industrial ecological chain in the pan-technology field such as computing power, AI models, and AI robots is expected to accelerate and improve, and the technology will continue to change. ”
Although the two-year loss of 58% is not the worst in its kind, it is basically in the first gear at the end of the crane. At this time, Sun Haozhong denied new energy and joined the AI camp. At this time,Is the pressure on the new energy side that has just been a little bit **, or is it on the side of the AI camp after more than half a year of speculation?Who can guarantee that Sun Haozhong will not be wrong again this time?What do you think?Investments are risky, and independent judgment is importantThis article is for reference only and does not constitute a basis for trading, and you enter the market at your own risk. Cover***Visual China-VCG211298090733
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