1. Important news that affects the market.
1. China Securities Regulatory Commission: Strictly crack down on behaviors that violate the requirements of "restricted shares shall not be allowed to be borrowed" through multi-layer nesting, collusive trading, tandem arbitrage, etc.
2. Minister of Industry and Information Technology: Forward-looking layout of future industries and promotion of artificial intelligence to empower new industrialization.
3. The first public voice!State Administration of Financial Regulation: Take advantage of the long-term advantages of insurance funds to reduce capital market fluctuations caused by large inflows and outflows.
4. The ex-factory prices of Kweichow Moutai's sauce fragrance classic and Golden Prince were raised by 10 yuan and 20 yuan respectively.
5. Shenzhen: Accelerate the industrialization of application products such as manned EVTOLs and flying cars.
6. 2024 outlook of top foreign banks: Japanese stocks, European stocks, and India** join hands to reach new highs.
7. Guangzhou Financial Holdings**: In 2024, it will be easy to rise and difficult to fall.
Second, the good news at a glance:
1.Shenzhen: Accelerate the industrialization of low-altitude aircraft such as manned EVTOLs2General Shares: Proposed 149.5 billion yuan invested in the construction of Cambodia high-performance radial tire project (phase II) 3Dolly Technology 3300 million yuan to build an automobile body lightweight project to grasp the development opportunities of the new energy vehicle industry 4Guoxin Technology: Airbag ignition drive special chips and high-end domain control chips won the first batch of orders5Dashi Intelligence: Won the bid 11.7 billion yuan China Merchants Bank headquarters building intelligent project 6Zhejiang Jiaotong (002061SZ): Zhejiang Jiaotong Consortium signed a contract 194.6 billion yuan related to the 320 National Highway project contract
3. Opportunity to look at 1. Shenzhen: Accelerate the industrialization of manned EVTOL, flying cars and other application products.
2. AI PC Concept |Lenovo officially released the world's first business AI PC.
3. Liquor|The ex-factory prices of Kweichow Moutai's sauce fragrance classics and golden princes were raised by 10 yuan and 20 yuan respectively.
4. Tourism|During the New Year's Day holiday, Meituan's travel bookings increased by more than 500%.
5. Satellite communicationThe Honor Magic6 series mobile phones are officially announced to be equipped with Hongyan satellite communication technology, which supports calls and text messages.
Fourth, the photovoltaic new energy sector, whether it is the time to be the first.
1. The photovoltaic sector has recently erupted across the board, and the current trend may be more over-falling.
2. Some people summarize the recent trend of the new energy sector as a pure speculative game The capital market has no value investment at all, or it falls miserably, which makes people stay away, when everyone is not optimistic about the market, the so-called value analysis logic has changed, the fundamentals have changed, and the opportunity has slowly arisen unconsciously, so I think the decline is big enough, and the cycle is quite long, which is the biggest positive for the recent **.
3. Standing in this year's bear market, whether it is a big blue-chip small-cap stock, a hundred stock exchanges or a science and technology innovation board, which one has the lowest valuation and the highest certainty at the moment, and the most room for growth in the future, then the opportunity for this round of ** should be the largest.