Author |Ding Zhenyu, editor|Gu Jinfeng.
*: Jufeng Investment Advisory, good ** application.
Brief description of the plate
On Friday, A-shares** went up, and the market showed a general rising pattern. On the disk, optics and optoelectronics, consumer electronics, games, shipbuilding, electronic components, etc. led the rise, and cultural media, computer equipment, education, communication equipment, decoration, software development, biological products, etcIndustries such as winemaking, aviation and airports, real estate, insurance, shipping ports, and photovoltaics have been fine-tuned against the market. In terms of theme stocks, MicroLED, naked-eye 3D, mixed reality, metaverse, cloud gaming, and digital reading concepts led the gains, while low-carbon metallurgy and beer concepts were slightly **.
Hot Plates
Optics and optoelectronics strengthened: Weida Optoelectronics 30cm daily limit, HC Semitek, Unilumin Technology rose more than 10%, Weishi Electronics, Liding Optoelectronics, Phoenix Optics, Yashi Optoelectronics, Sanli Spectrum, National Star Optoelectronics, Five Star Optoelectronics daily limit.
Consumer electronics strengthened: Xinhuike rose more than 20%, Moso Power, Gongda Electroacoustics, Goertek shares rose to the limit, Emdoor Information, Darui Electronics, Huiwei Intelligence, Boshuo Technology, etc.
Data elements rose: Chinese ** rose by more than 11%, zero points numbered, Shanghai Steel Union, Desheng Technology, Tax Friends shares rose more than 5%, Zhejiang Digital Culture, Shensanda A, Xinhuanet, Aofei Data, etc. followed up.
Message plane
During the year, 138 listed companies or related parties were investigated by the CSRC, and more than 70% were suspected of violating information disclosure
According to the data, as of December 28, a total of 138 A-share listed companies or related parties were investigated by the CSRC during the year, involving listed companies, executives, controlling shareholders, etc., an increase of 79 from 77 in the same period last year22%。
In 2024, the first batch of 38 new ** issuances will be "finalized" and the rights and interests will dominate
According to the data of Oriental Wealth Choice, in the first week after the holiday, 15 ** companies, including E Fund**, Anxin**, Huaxia**, Fuguo**, and Invesco Great Wall**, launched new ** offerings. The related products include 16 new products**, including E Fund Yue Yue and Stable 1-Year Closed-end Operation Bond**, Essence 90-day Rolling Holding Bond**, ChinaAMC CSI All-Index Information Technology ETF, Wells Fargo Value Discovery Blend**, Invesco Great Wall Excellent Growth Blend**, etc.
The three major U.S. stock indexes** were mixed, and the Dow continued to hit new highs
The three major U.S. stock indexes were mixed, with the Dow up 014%, continuing to hit a new high;The S&P 500 rose 004%, less than 03%；The Nasdaq fell 003%。Large technology stocks were mixed, with Tesla falling more than 3%, Intel, Netflix, and Google slightlyMicrosoft, Apple, Nvidia, Amazon, Meta slightly**. Popular Chinese concept stocks rose.
Jufeng view
In early trading, the three major A-share indexes were slightly **, more than 3,700 shares in the two cities were red, and the net ** northbound funds exceeded 2 billion. On the disk, the performance of consumer electronics-related sectors is eye-catching, microLED, naked-eye 3D, mixed reality, optical optoelectronics, e-paper concept, augmented reality, etc.
In the afternoon, auto parts, phosphorus chemicals and other sectors strengthened, biological products, semiconductor plates fell, and stock indexes were mainly sideways. The BSE 50 index extended its gains to more than 2% in the afternoon. There was a wave of sell-off in the end of northbound funds, and Shanghai-Hong Kong Stock Connect turned into a net outflow. The market turnover remained around 800 billion.
Since August, the A-share adjustment has been mainly affected by the depreciation of the RMB exchange rate and geopolitical factors. Recently, the market has released a lot of good news: the financing margin ratio has been lowered, and the central bank has reduced the deposit reserve ratio;A number of cities have announced the lifting of housing purchase restrictions, and a number of economic data since August have further proved the recovery of the domestic economyAn additional 1 trillion yuan of national bonds will be issued to support post-disaster recovery and reconstruction and to enhance disaster prevention, mitigation and relief capabilitiesMultiple positive news positively stimulates A-shares. In the medium term, with the implementation of various counter-cyclical adjustment policies and measures, the domestic economy has entered a recovery cycle, and A-shares will find the bottom of the market and go up, so it is an opportunity to lay out the dip.
Investment advice
Jufeng Investment Consulting believes that under the expectation of economic recovery, A-shares are expected to enter a medium and long-term bull market**. In the short term,** it is mainly affected by exchange rates and external geopolitical factors. In the medium and long term, the market is expected to return to activity, and investors can take advantage of the dip to deploy central enterprises that are expected to increase their holdings or buy backand grasp the trading opportunities of active market varieties: artificial intelligence, robots, new energy vehicles and other sectors. With all the trading in 2023 closed, let's look forward to an excellent performance of A-shares in 2024.
Author: Ding Zhenyu Practicing Certificate: A0680613040001).
Disclaimer: The above content is for reference only and does not constitute specific operation advice, and you shall operate at your own risk and profit and loss.