12 25 disc analysis: slightly** The military industry led the gains.
Today's index is slightly **, led by the military sector, and the media sector is poor. Northbound funds were suspended today. As of the end of **, the Shanghai Composite Index rose 014%, the Shenzhen Component Index rose 038%, the GEM index rose 031%, the Beijing Stock Exchange 50 Index rose 404%。
Comments on the change section:
1. EDR concept: the sector rose by 361%, 360 daily limit.
On December 22, the results of China's first official "large model standard compliance evaluation" were announced, and the first batch was only passed by 360 Group, Tencent, and Alibaba. It is understood that the test was initiated by the China Electronics Standardization Institute of the Ministry of Industry and Information Technology, and the evaluation focused on the multi-domain and multi-dimensional model evaluation framework and index system, and was carried out from the dimensions of versatility, intelligence, and security of the large model, covering multi-modal fields such as language, speech, and vision, aiming to establish a list of large model standards and lead the healthy and orderly development of the artificial intelligence industry.
2. Aviation equipment: the sector rose by 260%, emerging equipment limit.
The military industry has a strong planning, a strong country must first strengthen the army, in the current "a century of unseen changes" background, the long-term prosperity trend of the military industry is clear upward. In 2024, the military industry is expected to usher in an inflection point, and the industry's prosperity is expected to rebound, focusing on the time node before the end of December or after the Spring Festival next year.
12 25 ** Yellow Calendar:
1.**Comprehensive judgment signing: medium and high.
2.Tomorrow should avoid judgment: shareholding.
3.Tomorrow** recommendation: 75%.
Abstract: Today's index is slightly **, with the military sector leading the gains, and the media sector performing poorly. You can pay attention to investment opportunities in sectors such as military industry and medicine. (*There are risks, investment should be cautious).