The Shanghai Composite Index was in a narrow range today, and the ChiNext Index fell nearly 1% at the end of the session, and the plate differentiation was more obvious. CRO concept stocks collectively fell, and Gloria Ying [002821sz、06821.HKEx] fell in the afternoon, and Pharmaron [300759sz、03759.HKEx] fell more than 10%, Jiuzhou Pharmaceutical, Haoyuan Pharmaceutical, WuXi AppTec [603259ss、02359.HKEx], Medicilon and other stocks fell more than 6%. Genetically modified concept stocks fell, Denghai Seed Industry hit the fall limit, and Longping Hi-Tech fell more than 8%. Short drama concept stocks bucked the trend and strengthened, with the 20cm2 board of the Insai Group and the 3 boards of Zhongguang Tianxue. The first word in the first * continues to strengthen, China Textile Standard, China Television Media, China Optics, Zhonggong Hi-Tech and other daily limits. **More than 2,600 shares in the two cities are green, with a turnover of 851.2 billion yuan today.
1.chatgpt
The ChatGPT concept continues to be active today, with Gravity Media, Zhongguang Tianxue, Xinyada and other boards.
According to Jiemian News, on November 29, Pika Labs, an American AI startup, released a new Wensheng ** product Pika 10, the user only needs to enter a sentence, you can generate the desired style of **, and through a simple description, change the image and style in **, and the one-click editing function directly lowers the threshold of AI production.
Shenwan Hongyuan said that with the iteration of model capabilities such as DIFFUSION and GAN, GPT capabilities have been updated, and products in the field of generation have been updated, similar to the generation of products one year ago, and have entered a period of rapid development.
Guotai Junan believes that the results of PIKA and HEYGEN show the rapid iteration of AI multimodal technology, and the transformation of content forms such as IP prototypes and text into ** forms will be smoother, which is expected to bring about an explosion on the content side, and in addition, the application of AI digital humans in B-end scenarios such as marketing is also expected to continue to deepen.
2.Reform of state-owned enterprises
The state-owned enterprise reform sector rose sharply today, and many stocks such as Zhongguang Tianxue and Zhonggong Hi-Tech rose to the limit.
On the news, on December 1, China Guoxin announced that its Guoxin Investment increased its holdings in the CSI Guoxin Central Enterprises Science and Technology Index today, and will continue to increase its holdings in the future, with specific products being the CSI Guoxin Central Enterprises Technology Leading Index ETF and the CSI Central Enterprises Innovation Driven Index ETF.
According to China's ** newspaper 3**, it is reported that Guoxin may continue to increase its holdings every day in the next week.
Founder said that the "normalization" of the "national team" will restrict the downside, so that the first trading day of December will close in the red market, and the market will be full of expectations for December, market confidence is expected to be really boosted, and the A-share New Year's Eve is expected to continue to deduce, and the ETF increased by the "national team" is technology growth, which is expected to deepen the ongoing structure of A-shares, improve risk appetite, and small and medium-capitalization technology growth stocks are expected to continue to be favored by funds.
China Merchants ** believes that the increase in holdings is fully in line with the main tone of the recent policy of activating the capital market. It will help strengthen the current market's expectations for medium and long-term capital entry and boost market investment confidence. The increase in holdings is sustainable, which will help increase the scale and activity of the technology-based central enterprise index**, guide the inflow of social funds into technology-based central enterprises, and promote the development of related enterprises.
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