Changsha Evening News, Changsha, December 8 (Reporter Zhou Congxiao) Yesterday, the three major indices all bottomed out and rebounded, and the GEM index fell 025%。The turnover of the Shanghai and Shenzhen stock markets was 820.2 billion, and the northbound funds were net **3 throughout the day7.3 billion yuan. Overall, there are more than 3,100 *** stocks in the whole market, AI concept stocks across the board, of which media stocks lead the rise;AIGC concept stocks** strengthened;Data elements are active in the afternoon. In terms of medicine, auto parts, innovative drugs, lithium extraction from salt lakes and other sectors were among the top decliners.
On the news side, the "Action Plan for Continuous Improvement of Air Quality" proposed to vigorously develop new energy and clean energy, and by 2025, electricity will account for about 30% of final energy consumptionAccelerate the improvement of the level of clean motor vehicles, and strive to achieve a coverage rate of no less than 80% of fast charging stations in high-speed service areas in key areas by 2025. The "Overall Plan for Promoting High-level Institutional Opening-up in the China (Shanghai) Free Pilot Zone" was issued to take the lead in implementing high-standard digital rules. Support the Shanghai Pilot Free Trade Zone in taking the lead in formulating a catalogue of important data, and explore the establishment of a legal, secure and convenient cross-border data flow mechanism.
In terms of institutional views, Essence believes that at the beginning of 2023, Essence Strategy Team will take the lead in proposing A-shares in the market "the dual main lines of A-share "** high value dividends as core asset investment + small-cap growth AI digital economy TMT as industrial theme investment", which has been continuously and effectively verified by the market. Standing at present, it is inclined to believe that in 2024, the dual main line style of A-share ** high value dividend + small cap growth will continue. It is worth noting that investments in high-dividend varieties in the first half of 2024 need to be evaluated in conjunction with the central bank's interest rate cut (10-year Treasury bond yield).The core of the growth of small caps is to look at the catalysis of science and technology, explosive products and technological mutations. Further, the market style is combined with the investment strategy of making money in the current market: 1. Mapping of technology stocks and U.S. stocks (small-cap growth, such as ** medicine, AI);2. The manufacturing industry depends on the global competitiveness of the industry (** growth, such as buses, forklifts, auto parts, white electricity);3. In the fourth era of consumer stocks, we look at the "replacement" of consumption (small-cap value);4. High dividend strategy (value, energy and power).
Chief Investment Adviser of Yangtze River ** Hunan Branch: Wang Zhenhuai said that yesterday, the AI industry chain broke out across the board, of which AIGC was the top gainer. Recently, the American technology giant Google announced the launch of Gemini, which it believes is the largest and most powerful AI intelligent model, which can not only broaden the expansion of application scenarios, but also bring about the continuous upgrade of computing power demand. In addition, on November 29, Pika Labs released a new product of Wensheng**, Pika 10, its ** generation effect and product ease of use are ideal. From the perspective of the market, the strengthening of the AI industry chain is not only driven by the good news, but also its own rank advantages cannot be ignored. Most of the ** in the sector have experienced a long period of consolidation, and the chip precipitation is relatively sufficient, which is in line with the current ** high and low capital speculation. However, after yesterday's concentrated outbreak, the short term may once again face a certain degree of differentiation, and then we may be able to look for opportunities to absorb low in the process of sorting out differences.
Wang Zhenhuai believes that the market as a whole is still dominated by consolidation, and the Shanghai Composite Index has closed the doji for two consecutive transactions, showing certain signs of stabilization. From a technical point of view, if you want to achieve a strong position in the real sense, you still need a red K with a volume to effectively stand on the 5th for 5 days. It is worth noting that the lithium battery sector that led the rally on Wednesday fell into adjustment yesterday, which also reflects that the continuity of the low-level over-falling sector cannot be guaranteed under the mutual game of funds. In terms of response, there is no need to rush to chase the hot spots that have been fermented, and it is more prudent to wait patiently for the differences to be sorted out, and then choose the opportunity to suck low. The views are for reference only, the market is risky, and investment needs to be cautious.