U.S. non-farm payrolls were unexpectedly strong, with U.S. non-farm payrolls rising 19 percent in November90,000, higher than the consensus estimate of 1850,000, much higher than the previous value of 150,000, the unemployment rate unexpectedly fell, the month-on-month increase in wages was the highest in the year, and the U.S. stock market opened low and went high, reaching a new high. A-shares continued to open low and go low, the market volume shrank further, and there were obvious signs of **, according to what Brother Niu said before: "This week's index is destined to be a new low, don't look at the new high of the external market." Market confidence is still insufficient, and the policy on the bottom of the fund is still not enough, this position is still defense-oriented, now the biggest problem is not how, but the bottom in the end!
Ride a bull to see a bear spotSince the beginning of this year, A-shares**, the style presents a dumbbell performance of "high dividend + technology growth", the fundamental recovery of A-shares will be an effective support for the market, and the key to the recovery of corporate earnings lies in the macro momentum and meso-driven, and the game as a collection of text, images, sound, ** and other content forms of commercial application, is expected to better use the ability of multi-modal large models in the research and development end, improve the efficiency of content production, and improve the richness of content. At the same time, some AI-based NPCs and other designs may further improve the user experience and willingness to pay, opening up the overall revenue increment space of the game.
The three major indexes collectively opened low, falling more than 1%, the two cities fell more and rose less, and the theme plate performed strongly in multimodal AI, mixed reality, reducer and other sectors, and the performance of lithium mines, wine, oil and other sectors was poor. The concept of multi-modality continues to be active, Suzhou Keda 3 boards, Xuanya International rose nearly 20%, gravity media, Lisheng Sports, etc. have followed suit, Google AL large model Gemini recently released strongly, as Google's largest and most capable AI multimodal model so far, Gemini will bring great changes to the entire advertising and marketing industry. According to the latest data released by the General Administration of Customs on December 7, in November this year, the national textile and garment exports were 2685600 million US dollars, down 89% (down 3.% year-on-year in RMB.)5%), the decline narrowed for 4 consecutive months, and the industry's exports as a whole maintained a trend of stabilization and recovery, showing strong development resilience.
According to the latest data released by the General Administration of Customs on December 7, in November this year, the national textile and garment exports were 2685600 million US dollars, down 89% (down 3.% year-on-year in RMB.)5%), the decline narrowed for 4 consecutive months, and the industry's exports as a whole maintained a trend of stabilization and recovery, showing strong development resilience. Apple's MR concept is strong, Emdoor information is up and down, Wufang Optoelectronics, Shenzhen Keda, etc. have followed suit, Apple will officially mass-produce the first generation of MR products Vision Pro in December this year, the first batch of about 400,000 units, is expected to be officially launched at the beginning of next year. Hongmeng concept stocks strengthened in early trading, Jiulian Technology rose nearly 10%, iSoftStone, Xinhai Technology, etc. have rushed higher, Huawei will launch Hongmeng native applications and native experience products next year, "that will be the real king of the entire Chinese terminal operating system."
The Shanghai Composite Index opened low on Monday and was only one step away from a new low this year, and it was only a matter of time before it fell below the new low, and the main funds still failed to make a move. The main funds did not shoot, coupled with the recent continuation of the RMB, many brokerage analysts in this position believe that it will be bottomed out immediately, but Brother Niu feels that it is not so simple, but we must be careful that a deeper decline will appear. This week is likely to continue the trend of last week's continued weakness**. In the afternoon, pay attention to whether the Shanghai Composite Index can stabilize above 2920 points.
The ChiNext index opened lower on Monday, falling more than 1 percent intraday4%, there is an obvious *** two cities ** is still in a state of general decline. Judging from the performance of the theme sector, technology stocks are relatively strong, other theme sectors compete "who falls more", blue-chip sectors have become the hardest hit areas, and new energy and large consumption have become the main direction of capital retreat. In the afternoon, pay attention to whether the GEM index can stabilize above 1850 points.
Midday news:1The People's Bank of China launched a 7-day reverse repurchase operation of 285 billion yuan today, and the winning interest rate was 18%, the same as before. There are 67 billion yuan of reverse repurchase due today.
2.This week, the 7-day reverse repo maturity of the People's Bank of China in the open market was 1,077 billion yuan, and 100 million yuan was due from Monday to Friday. It is worth noting that 650 billion yuan of one-year MLF will expire on Friday.