First, technology is bringing significant benefits, especially automotive chips.
Large-scale differentiation of technologies will bring huge benefits immediately. At this time, technology can only be the manifestation of the strong and the differentiation. Pseudo-technology will continue, and differentiation and adjustment will continue. At the same time, everyone should also understand that after the hype of 2023, it is time for some high-level technologies to take a break. Therefore, we take a rational approach to the benefits of technology. This is not to give you a reason to chase promotions, but to focus on high-level gains. After the profit break, pay attention to the main force to absorb more shipments!Throughout the year, the hype around Huawei technology is expected to remain unchanged.
2. After Tuesday**, more than 10 listed companies issued buyback or shareholding announcements.
Including Meihua Biotechnology, Xiantan Shares, Huayi Group, Weixing New Materials, Capital**, Sande Technology, Watt Shares, Huazhi Liquor Store, Hisense Home Appliances, Weiming Environmental Protection, Huaxia Ophthalmology, Nanshan Aluminum 12A - listed companies issued an announcement on increasing holdings or repurchases.
Sadly, among these repurchases, only Nanshan Aluminum announced that it planned to use 3-600 million yuan to cancel the repurchase, and the repurchases of other companies are basically used for financial incentives, that is, now buy low and sell high. Later, it was tantamount to playing hooligan!
But there is another question: if a company like ST Oceanwide appears and announces a buyback of 1-200 million yuan, resulting in a significant share price, but in the end only buys back more than 2,800 yuan, how do you punish it?
3. On January 9, 2024, A-shares opened below 2,882 points, once again hitting a new low since 2023.
So far, since the beginning of 2024, the three major stock indexes have generally **, and have hit new lows in the second round of adjustment. During this period, the ChiNext and SZSE Component Index have been five consecutive years since the beginning of the year**, and the ChiNext has also hit a new low in more than four years.
In 2023, in the context of continuous decline in turbulence, the year-end ** led to a rebound in market sentiment, and the positive expectations for multiple quarters also boosted the market. But why did the start of 2024 fall short of expectations and the market continue?We believe that in the short-term domestic and foreign problems, the lack of market confidence should be the core, and weak expectations are also an important reason for the market lag.
4. In 2024, the central bank will once again make efforts to the real estate market, mentioning 17-word keywords for the first time, which has attracted widespread attention in the market.
It reveals the central bank's attitude and political orientation towards the future development of the real estate market. Although the specific content has not yet been disclosed, the market generally believes that this means that the central bank will strengthen the supervision of the real estate market, maintain market stability and prevent risks. This tone has led to speculation and analysis in the market, with investors closely watching the central bank's political moves and its impact on the property market. This means that the regulation of the real estate market will be strengthened. Investors should pay close attention to political trends, rationally plan investment strategies, and respond to market changes. At the same time, it is also necessary to ensure the continuity and stability of policies that support the healthy development of the real estate market.