Today's index is good, after four consecutive days of adjustment, finally ushered in a **, the hot spot is also very clear, that is, the artificial intelligence industry led by optical communication as a whole**, the market atmosphere, the subject matter is very clear, is it an opportunity to re-optimistic about the market?
Hot direction, today is driven by the concept of CPO, this is actually yesterday there was news in this regard, because there was a stronger artificial intelligence product than ChatGPT, but yesterday because of the market adjustment, there was no money-making effect, but today is different, with the market warming, the entire technology sector has a clear signal of strength, if this artificial intelligence product has a performance beyond expectations, it is not ruled out that artificial intelligence will appear a second **. For the first time, do you still have memories of artificial intelligence?
However, there is a phenomenon today, that is, the number of price limits is more than weekly.
Third, Thursday is even less, it stands to reason that there should not be such a situation, after all, the concept of science and technology, whether it is a large institution or **, is very fond of this kind of theme, because there is no constraint of performance estimates, the hype of the technology sector will generally be stronger than the performance-driven sector, but from today's market data, the market is very cautious about artificial intelligence. However, this is also normal, for example, there was a big rise in the new energy sector on Wednesday, but it has disappeared in the past two days, as if it had never appeared. At present, everyone in the market is not afraid of no hype theme, but afraid of a day trip**, only the continuation of hot spots, the market is likely to re-strengthen, otherwise it is up one day and one day, there is no meaning.
To sum up, today's market is obviously warmer, but the oil pressure has an overall effect, ** still rises less and falls more, the long atmosphere is not strong, everyone is worried about the hot spot is not sustained, such a cautious attitude just to say the current downturn, in any case, **is better than **, maybe there will be a bigger theme next week to drive the market upThe above is my understanding of this morning's market, for your reference (investment is risky, you need to be cautious when entering the market), good luck!
Attached to the specific data of the midday**:
The Shanghai Composite Index was tradedbillion [the previous trading daybillion], GEM refers to transactionsbillion [the previous trading daybillion].
The number of gainers and losers in the two cities is 2004:3152 [1470:3660 on the previous trading day];
The ratio of the price limit is 26:9 [32:8 on the previous trading day];
Shanghai-Hong Kong Stock Connect northbound capital inflows42.1 billion, and the inflow of southbound funds was 61 billion.
Leading industries: communication equipment, telecom operations, software services, and IT equipment rose more than 2%;
Leading concepts: CPO, mixed reality rose by more than 3%;
Leading industries: hotel catering, culture, education and leisure, agriculture, forestry, animal husbandry and fishery, textiles, household goods, real estate, public transportation;
The ratio of the sector is 27:29 [14:42 of the previous trading day];
Data comments: The second wave of artificial intelligence was launched, and the index was still below 3,000 points.
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