Xinhua Finance and Economics, Beijing, December 8 (Hu Chenxi) On Friday, the three major stock indexes of Shanghai and Shenzhen opened close to flat in the morning, consolidating in a narrow range throughout the day, and finally closed up collectively. On the disk, AI concept stocks continue to be active, among which the CPO direction remains strong, and Tengjing Technology, Cambridge Technology, and Huagong Technology have daily limitsMultimodal concept stocks rose sharply, and Shengxun shares, Suzhou Keda, and Wangda software rose to the limitThe semiconductor sector was active, and many stocks such as Sai Microelectronics, Haiguang Information, and Zhongwei Semiconductors rose sharplyGas stocks are stronger, and Nanjing Public Utilities and Shengtong Energy have a daily limit. **In terms of real estate stocks, real estate stocks collectively adjusted, and many stocks such as New Huangpu fell by more than 5%. The turnover of the Shanghai and Shenzhen stock markets today was 961.8 billion, an increase of 141.6 billion from the previous trading day.
As of **, the Shanghai Composite Index was reported at 296956 points, an increase of 011%, with a total turnover of about 423.5 billion yuan;Shen Cheng index reported 955392 points, an increase of 036%, with a total turnover of about 538.3 billion yuan;GEM index reported 189218 points, an increase of 080%, with a total turnover of about 250.4 billion yuan.
The Beijing Stock Exchange 50 Index** fell 047%, bottomed out and rebounded after opening high in the morning, and the index turned green in the afternoon, with a turnover of 14.3 billion yuan throughout the day.
Hot Plates
On the disk, communication equipment, gas, medical equipment, CPO, multi-modal, lithography machine and other sectors and concept stocks were among the top gainers;Real estate services, textile manufacturing, aquaculture, bicycle sharing, property management, food and other sectors and concept stocks were among the top decliners.
Institutional perspectives
Jufeng Investment Advisor: On Friday, the market's largest co-packaged optical concept was among the top gainers. With the gradual improvement of the macro environment at home and abroad, the entry of long-term funds into the market is expected to help activate the capital market. In addition, the "three-end" reform of A-shares has officially begun, and the reform and improvement of the basic system are also in progress, which is expected to support the long-term stable development of the market in the future. It is recommended that investors continue to pay attention to infrastructure and consumption under the expectation of economic recovery, and pay attention to the structural opportunities of switching between blue-chip sectors and high-growth sectors.
Galaxy**: In 2024, the power reform will continue to deepen, and the power industry will welcome valuation and growth opportunities. The market is worried that the introduction of capacity electricity prices will affect the price of electricity, and believes that the market coal price is much higher than the upper limit of the reasonable range, and the cumulative losses of thermal power enterprises since the 14th Five-Year Plan are relatively large, and there is still a need to make up for the losses, so the reduction of electricity prices next year may be lower than expected. In the long run, with the advancement of power reform, the profitability and stability of thermal power will continue to improve, and nuclear power, as a clean baseload energy, has both stability and growthAt present, the PB of thermal power and nuclear power is low, and there is a lot of room for valuation repairThe construction of the new power system is becoming more and more perfect, and the strong system adjustment capacity will also open up the long-term growth space of new energy installation.
IFC**: After the impact of supply and demand factors weakens, gold prices will return to the real interest rate framework at the meso level. Under the framework of real interest rates, it is currently in the right allocation period of ** stocks before the Federal Reserve stops raising interest rates and clearly releases the interest rate cut signal, and the relative income of ** stocks has not yet fulfilled all the gold price ** expectations, and it is expected that after the Fed clearly releases the interest rate cut signal, ** stocks will usher in the main rising wave**.
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More than 380 projects were negotiated and signed at the Shenzhen Global Investment Promotion Conference, and the total investment attracted exceeded one trillion yuan
According to the news released by Shenzhen, on December 8, the Shenzhen Global Investment Conference with the theme of "Creating a New Pattern and Sharing New Opportunities - Investing in Shenzhen for a Win-win Future" was held at the Shenzhen World Convention and Exhibition Center. More than 380 projects were negotiated and signed at the conference, involving an investment of more than one trillion yuan. A number of major projects were displayed on the spot, including: Shell New Energy Business Operation Center of the Netherlands, Starbucks China Innovation and Technology Center of the United States, Sinopharm GE Advanced Manufacturing Base for High-end Medical Imaging Equipment, China Agricultural Development Group Fishery Headquarters, China Rare Earth Group Innovation Headquarters Base, CATL Heavy Truck Qiji Battery Swap Global Headquarters, Fosun Pharma Group Greater Bay Area Headquarters, etc.
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Editor: Luo Hao.
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