Yesterday, the three major indexes bottomed out and rebounded, the Shanghai Composite Index and the Shenzhen Component Index, the ChiNext Index hit a new low simultaneously, and the end of the market reappeared at 2 and a half o'clock, the mysterious funds shot, and the three major indexes collectively closed in the red.
The trading volume of the two cities was 642.7 billion yuan throughout the day, a decrease of 49.9 billion yuan from the previous trading day, and the trading volume refreshed a new low in the year.
In the past, the index hit a new low, and ** funds would emerge on the disk, but now the market has tacitly accepted the new low, without any waves, and the amount of energy has not been amplified, and the mood continues to be sluggish, which is quite a bad situation, which means that the willingness of funds to choose to wait and see is strong.
Before the market volume is significantly amplified, I still recommend everyone to be cautious**, do not make a quick move in the short term, and wait patiently for definitive opportunities!
From a technical point of view, yesterday the Shanghai Composite Index fell below the previous low of 2923, the lowest hit to 2914, after the bottom did appear, but ** is relatively weak, whether it can confirm the bottom, still needs to be tested.
The Shanghai Composite Index closed two doji in a row, showing that there is a certain undertaking below the current, but it is too early to judge the bottom, unless there is a large amount of mid-yang line today, forming a bottom parting structure, or the reverse package of the big white line, engulfing the previous few yin lines, can be basically confirmed.
From the point of view of indicators, the fifteenth green column of the daily MACD has not shrunk, which means that the bears still have the upper hand, but there is a positive signal, the 60-minute level indicator has been adjusted to a low level, the MACD green column has shrunk, and the KD has been a golden cross, a little **, it will form a 60-minute level double gold structure, and the ** technical buying point will also appear.
Finally, I would like to suggest that the most important indicator is the trading volume, and be cautious when the market volume does not return to more than 850 billion.
Plate Analysis:
1.Artificial intelligence
Yesterday, AIGC concept stocks were active in intraday trading, Aoya shares rose 20%, and Hengyin Technology, Yuanlong Yatu, and Tianyu Digital Technology rose by the limit.
Recently, a number of multimodal AI applications have been released, and AIGC applications are gradually diversifying and maturing. The development of AI applications is the core contradiction affecting the valuation of the AI sector, and in the early stage of the rapid growth of the AI industry, the core focus of investment logic is the creation of incremental demand for applications.
The recent much-hyped Oriental Selection Incident has finally come to an end, and the Oriental Selection Incident has triggered a high degree of market attention to the value of Dong Yuhui's Internet celebrity IP, and the Internet celebrity effect has been further confirmed.
The media sector is also catalyzed and active, with the 20cm daily limit of electroacoustic shares, the 3rd board of Zhongguang Tianxue, and the daily limit of Yuanlong Yatu.
As long as the high standard of the plate can maintain a relatively strong trend, you can continue to pay attention to the low absorption opportunities in the back row of the media sector.
*Attention: Yuanwang Technology, Lisheng Sports.
2.Consumer electronics
Yesterday, the concept of mixed reality in consumer electronics was among the top gainers, Emdoor Information, Tianyu Digital Technology rose to the limit, and Insai Group, Shenzhen Keda, Silk Road Vision, etc.
The leader of the smart speaker sector, Shifeng Culture, quickly put the highest standard on the board, Huiwei Technology assisted in the daily limit, and Aoya shares continued to have a large daily limit.
On the news side, Apple will officially mass-produce the first-generation MR (mixed reality) product VisionPro in December this year, with the first batch of about 400,000 units, and the sales target for 2024 is 1 million units, and the third year will reach 10 million units.
Specifically, the AppleVisionPro** chain involves chips, optics, acoustics, screens, structural parts, production line equipment and other links, among which the cost of MicroOLED screen accounts for a relatively high amount, accounting for about 42% of the total cost.
Apple's plans for 2024 reportedly include: the launch of the first mixed reality (MR) headset, Vision ProA complete upgrade to the Apple Watch with new health features, including blood pressure measurement and sleep apnea detection, and an update to the AirPods lineup.
These developments all mark a significant shift in the company's focus and could have a significant impact on the wearable technology market.
Consumer electronics belongs to the first opportunity under the influence of policy promotion and events, the continuity remains to be seen, it is best to get out of one or two faucets, and play a demonstration role The best, so it is recommended that everyone want to participate, try to choose a good form to maintain a good ** for low absorption.
*Attention: Wintone Communication, Xianying Technology.
3.PEEK concept
The PEEK concept was further fermented in the intraday, with Xinhan New Materials, Zhongxin Fluorine Materials 2 boards, Zhongyan Shares, Dayang Biology Daily Limit, Jusailong, Walt Shares, etc.
PEEK is a high-end engineering plastic at the tip of the pyramid, with a specific strength of about 8 times that of aluminum alloy and a density of about 1 3 of aluminum alloy.
On the premise of meeting the strength requirements, the weight of the material itself can be greatly reduced, and it is an excellent solution to achieve "lightweight", and it is suitable for use in fields with high requirements for lightweight, such as medical, automotive, and robotics.
It is estimated that with the rise of new downstream such as automobiles + 3D printing + robots, the domestic demand for PEEK materials will reach more than 16.7 billion yuan in 2027.
However, PEEK material does not have much advantage compared with a variety of mainstream metals.
Looking at the domestic PEEK industry chain, although there have been many companies involved in the field of upstream raw materials, the purity and quality of raw materials such as fluorokene, which accounts for about 50% of the production cost of PEEK coarse powder, will directly affect the quality of PEEK products, and the profitability of the midstream production end is also greatly affected by the fluctuation of upstream materials.
Due to the small capacity of the entire plate, the number is limited, and the concept is more authentic and basically sealed on the price limit, so it is not recommended to chase the rise again, and wait patiently for the opportunity to suck low after the divergence. One person cheers for the graduate school entrance examination