On December 29, the last trading day of 2023 for A-shares, the trend of **continued**, and the Shenzhen Component Index led the rise. From the perspective of the annual line, the Shanghai Composite Index fell by about 3 during the year7%, and the Shenzhen Component Index fell about 135%, the GEM index fell nearly 194%。In terms of plates, the consumer electronics sector broke out collectively, led by MR, Yitian shares, Lianjian Optoelectronics 20cm daily limit, Goertek, Wufang Optoelectronics, Gongda electroacoustic and other more than 10 shares of daily limit. The media and game sectors have been launched, and the daily limit of Kaiying Network, Shanghai Film, Wind and Rain Building, and Zhongke Cloud Network has been expanded. The photovoltaic sector continues to be active, with 7 boards of Qingyuan shares, and the daily limit of Cybrid Technology, Haiyuan Composites, and Yabo shares. Overall, the first is a general upward trend, with more than 4,300 shares in the first state, and today's turnover reached 822.6 billion yuan.
From the perspective of the disk, MR, consumer electronics, and virtual reality sectors were among the top gainers, while airport shipping, port shipping, and real estate development sectors were among the top decliners.
As of **, the Shanghai Composite Index was reported at 297493 points, up 068%, with a turnover of 349 billion yuan;Shen Cheng index reported 952469 points, up 089%, with a turnover of 473.6 billion yuan;Created in 189137 points, up 063%, with a turnover of 201.3 billion yuan.
Hot Sections: 1. MR Concept.
Time and Space Technology, Holley Technology, Yitian Shares, Yashi Optoelectronics, etc. strengthened.
2. Consumer electronics.
Gongda Electroacoustics, Kechuan Technology, Goertek, Darui Electronics and other stocks are active.
News side: , Huachu Network: On January 2, 2024, the reserve frozen pork rotation auction transaction was 30,000 tons.
Huachu Network issued a notice on matters related to the rotation and storage of frozen pork on January 2, 2024, and the auction transaction of 30,000 tons was listed.
Forced to short!"Private Equity Witch" Li Bei: The end of the year and the beginning of the year are important times.
Private Equity Witch" Li Bei released the article "Forcing the Air" on the official Weibo. The article mentions that private equity, public offering, insurance and foreign capital are not enough, and they all have performance benchmarks. After losing money for consecutive years, they have fallen more than the benchmark, and if they can't keep up, (they) can only be laid off. A week ago, Li Bei mentioned at the event that the end of this year, the beginning of next year is a very important change point, at the beginning of the year, everyone will start a new round of asset allocation, will re-evaluate to see who is more cost-effective, and some smart money may re-enter China.
JD Retail's salary increase of 100%?An insider close to JD.com responded: The news is true.
According to the China Securities Daily, in response to the news that "JD Retail has raised salaries and performance incentives are not capped", insiders close to JD responded to reporters: "The news is true. The reporter learned that from January 1, 2024, all online business personnel of JD Retail, the original monthly performance salary and floating year-end bonus will be increased to the fixed salary, and they will enjoy a fixed year-end bonus of 4 times the monthly salary, and the adjusted annual fixed salary will increase by nearly 100%. In addition, the business boss unit will additionally improve its performance according to the year-on-year improvement rate, and can obtain an uncapped performance incentive. The proposal will be announced by each business unit in January 2024.
Outlook for the future: Founder ** pointed out that on the eve of the closing battle, under the leadership of the photovoltaic industry's bottoming out, ** closed with a positive line, because the distance from 3073 points is still far away, ** two consecutive yin on the annual line is a high probability event, but our view remains unchanged, according to history, the A shares in 2024 will not only have a spring offensive, the whole year ** closing is a high probability event, and the fluctuation space in 2024 will be greater than in 2023, and the plate with a deep decline in the past two years is likely to become a "dark horse" in 2024 Our view remains unchanged and we are firmly optimistic about the trend of the technology growth sector represented by photovoltaics.