At present, the global financial market has entered a lot of optimistic interest rate cut expectations, and the external financial market has risen sharply for more than one month. A-shares ushered in another wave of repurchases, and more and more companies joined the repurchase tide, which fully demonstrated the confidence of major shareholders and executives in the long-term healthy development of the company and the recognition of the company's value, which helped to boost market confidence and had a short-term "disk protection" effect. The market continues to have positive signals, but the second bottom of A-shares still has to fall, here is to see if there is a "miracle" after the new low, otherwise it will be difficult to have *** before the year.
The top five main net inflows into the industry sector: media, education, mobile games, smart speakers, and games;The top five main net inflows into the concept sector: big data, NIO concept stocks, cloud gaming, concept stocks, and remote office;The top 10 main net inflows: Zhenshitong, JAC, Zhongji Innolight, iFLYTEK, Zheshang**, Century Tianhong, Haiguang Information, United Imaging Medical, Goertek, Shanxi Fenjiu.
With the increase in the offshore distance of China's offshore wind power construction, the current high-voltage transmission project has been fully planned, and it is expected to bring more than 20 billion yuan of new high-voltage submarine cable orders to the industry in 2024-2025, and the high profitability of this part of the order is also expected to continue in the next 2-3 years. Riding the bull and watching the bear believes that the end of the year large-scale infrastructure continues to be good, the most important thing is the wind power industry, wind and photovoltaic has always been the main direction of the policy, presumably there is also a good appearance, here you can pay attention to the investment opportunities in the future.
All-solid-state batteries do not use separators and electrolytes, breaking through the bottleneck of safety and energy density, and have huge application potential, but subject to cost and practical application performance, all-solid-state batteries are still in their infancy. The market generally expects the cathode material to transition from high-nickel ternary to lithium-rich manganese-based, and the anode will transition from silicon-carbon anode to lithium metal. We believe that with the cost reduction and industrialization of the solid-state battery industry chain, all aspects of the solid-state battery will fully benefit, especially the development of new energy vehicles, which is also closely related to the transformation of batteries, and can pay attention to the future investment direction.
As far as the investment in the banking sector is concerned, it is currently in the period of implementation and effect observation of a new batch of macro policies, and the sector investment can also wait for the policy effect to appear and the economic expectation to be restored. Riding the bull and the bear believes that banks have long-term comprehensive competitiveness, and can pay attention to banks with strong certainty of comprehensive performance growth and high valuation cost-effectiveness. With the opening up of the economic market, it is not excluded that some foreign capital will intervene in bank stocks at the end of the year, waiting for a new round of RRR and interest rate cuts.
To date, Huawei has cooperated with partners and developers in 18 areas, including social networking, audio-visual, gaming, information, and finance, and has built differentiated advantages in HarmonyOS's unique all-scenario distributed experience, native intelligence, pure security, and large-scale AI interaction, leading the industry in an all-round way. Riding the bull and watching the bear believes that the first quarter of next year or an important moment for Hongmeng, recently Ali, Meituan, etc. have started the development of Hongmeng native applications, with the entry of Ali and other Internet manufacturers, domestic APP is expected to be opened to all developers in the first quarter of next year, after the full start of development, adaptation work. Internet giants, which are really big customers in China, have begun to purchase in bulk, represented by Huawei's Ascend and other domestic AI chips, and the inflection point has arrived.
The Shanghai Composite Index is facing the adjustment of a new low, and there is a ** after the index, but the weak ** pattern is a bit of a "don't go" flavor, here we still have to pay attention to the index I am afraid that there is a new low, and at the same time pay attention to the opportunity after the new low. Judging from the current strength of northbound capital flight, repatriation and investment in emerging markets are high probability events, after all, a new low and a new high, everyone will choose the good or the bad. The key now is whether there can be a real ** after the second bottom, rather than falling and falling, and there are still 1000 points below 3000 points.
The GEM index has been sideways near the previous low for 4 days, and it is obvious that there is an "invisible hand" dragging it, so it depends on how the bears will respond. Judging from the trend of A-share bottoming, there is a high probability that it will fall below, but there has been a situation where the main funds have continuously risen in this position to make a technical double bottom. This week, we will pay attention to whether the peripheral market will continue to raise interest rates in December, and at the same time pay attention to whether there will be a chance for A-shares after the external market reaches a new high this year.