Morning Comment 0102: Or will still ***
Market judgment] overseas, last Friday (December 29), the performance of Europe and the United States was differentiated, U.S. stocks closed slightly lower, and the Dow fell 005%, up 137%；The S&P 500 fell 028%, up 2423%；The Nasdaq fell 056%, up 4342%。
Domestically, the market continued to shrink slightly on Friday. There are 4,101 companies in the two cities, and the money-making effect of the market remains high. The market volume shrank to 822.6 billion. Northbound funds were net sellers of 56.6 billion. As of the end of **, the Shanghai Composite Index rose 068%, the Shenzhen Component Index rose 089%, the GEM index rose 063%, the Beijing Stock Exchange 50 Index rose 248%。
In terms of industry and sector hot spots, the market leaders are MR, MicroLED concepts, PEEK materials, etc. Both the MR and MicroLED concepts belong to the direction of consumer electronics, and the big ** is due to the fact that Apple is accelerating the production of VisionPro mixed reality (MR) headsets, according to people familiar with the matter. At the same time, Huawei's MR equipment has also recently reported new trends. The strong concept of PEEK material stems from the fact that PEEK material, as a new generation of lightweight solution, has recently attracted great attention from the market.
The market led the decline in airport shipping, port shipping, real estate development, etc. The concept of airport shipping weakened, with no significant catalytic factors, and the market spontaneously adjusted. The weakening of the port shipping concept is due to the fact that it has risen significantly due to the impact of the Red Sea event in the early stage, and the recent Red Sea crisis has cooled down sharply, and the plate lacks catalysts in the short term. The continued weakening of real estate development is still due to the extremely pessimistic attitude of the market towards the recovery of real estate.
On December 31, the National Bureau of Statistics announced the PMI index for December, and the manufacturing PMI was 49 and the previous value was 494. Expected 496；The non-manufacturing PMI was 504. The previous value was 502. Expected 505。In December, the manufacturing PMI continued to fall, and the market demand was still insufficient. Under the background of the acceleration of broad fiscal expenditure, the implementation of additional treasury bond projects, and the accelerated layout of the "three major projects" of real estate, the construction industry has expanded significantly, and the policy effect has initially appeared. **The Economic Work Conference made it clear that "to promote stability and industrial upgrading", and the growth momentum of new kinetic energy such as high-tech manufacturing is good. On the whole, the support effect of various policies on the economy is expected to be further revealed, and there is no need to be too pessimistic about the growth prospects.
Overall, the market continued on Friday, and the spring agitation may have started. The market is still expected to rise in the short term.
Hot Express] continued to pick up Last year, the total box office of domestic films hit a record
In 2023, the supply indicators of film filing and project approval and the number of releases will pick up, and the annual box office of domestic films will exceed 46 billion yuan, setting a record.
Strengthen top-level design and promote the development and application of medical equipment
Medical equipment is an important foundation for health care, an important component of advanced manufacturing, and is related to the implementation of the strategy of manufacturing power and healthy China, and is related to the life safety and health of the people.
Obvious advantages USB-C has become a common standard for electronic devices in the European Union
The Type-C interface has obvious advantages, such as convenience, strong scalability, and wide application range.
*There are risks, you need to be cautious when entering the market, the above views are for reference only).