Author |Zhu Hualei, editor|Wang Jinxi.
*: Jufeng Investment Advisory, good ** application.
Brief description of the plate
In the morning, the two cities of the industry reappeared in rotation of the general rise, hotel catering, Internet, coal, communication equipment, software services, IT equipment, tourism, media and entertainment, advertising packaging, culture, education and leisure, semiconductors, daily chemicals, brewing and other industries rose in the first place, **telecommunications operations, real estate, diversified finance, medicine, commercial chains, agriculture, forestry, animal husbandry and fishery, health care, mineral products, electrical equipment, nonferrous metals and other industries intraday**; In terms of theme plates, themes such as multimodal AI, AIGC concept, Web3 concept, intellectual property rights, short dramas**, knowledge payment, Huawei computing power, digital watermarking, metaverse concept, Eastern Data and Western Computing, cloud gaming, NVIDIA concept, data elements, cloud computing, Douyin concept, CPO concept, operating system and other themes are rotating, while pork, cobalt metal, chicken, seed industry, monkeypox concept, new energy vehicles, scarce resources, glyphosate, special valuation, railway infrastructure and other themes are weakening.
Hot Plates
The Internet sector showed collective strength, Liansheng Technology, Yidian World, Tianlong Group, Kunlun Wanwei, Jiayun Technology, two.
Six. 3. Huayang Lianzhong, Gravity Media, Electric Soul Network, Xinhuanet, Daily Interactive, 365.com, Kaichun Shares, NOVA Technology, etc.
The communication equipment industry is strong in the intraday, and Huichang Communication, Huaxing Venture, Digital Video, Dingtong Technology, Chengtian Weiye, Sanwang Communication, Zhongfutong, Guangha Communication, Covestro Technology, Brilliant Technology, Tianfu Communication, Yitong Technology, Wanlong Optoelectronics, etc.
The tourism hotel sector was active in early trading, with Sante Cableway 2 boards, Jinjiang Hotel rising 7%, Junting Hotel, Tongqing Building, China Duty Free, Jiuhua Tourism, etc. On the news side, the data center of the Ministry of Tourism and the Ministry of Tourism calculated that the Spring Festival holiday was 8 days of domestic tourism travel 47.4 billion person-times, a year-on-year increase of 343%, an increase of 19. on a comparable basis compared to the same period in 20190%；The total cost of domestic tourists is 63268.7 billion yuan, a year-on-year increase of 473%, an increase of 7. on a comparable basis compared to the same period in 20197%。
Coal concept stocks rose **, Yuneng Holdings rose more than 8%, Antai Group rose more than 7%, Yankuang Energy, Anyuan Coal Industry, and Yunmei Energy rose more than 5%, and China Shenhua rose nearly 3% to refresh the new high.
The concept of new quality productivity continued to be strong before the holiday, Kelai Electromechanical 7 boards, Jinglun Electronics, Saurer Intelligence, Hongxun Technology and other shares rose by the limit, and Jin Hyundai, Cress, and Seymour Intelligence rose by more than 10%. On the news side, recently, the Party Committee of the State-owned Assets Supervision and Administration Commission held an enlarged meeting. It is proposed to firmly grasp the major task of developing new quality productive forces, seize the opportunity of a new round of scientific and technological revolution and industrial transformation, vigorously transform and upgrade traditional industries, actively seize new fields and new tracks, accelerate the transformation and innovation of development mode, and accelerate the construction of a modern industrial system.
A number of high-dividend stocks were strong intraday, led by coal, oil, and electricity, with CNOOC, Lu'an Environmental Energy, Shaanxi Coal, SDIC Power, and Huaneng Hydropower hitting record highs, and China Shenhua rose nearly 3% to hit a new high since February 2008.
In early trading, the concept of medicine rose, Changshan Pharmaceutical rose by more than 15%, Hanyu Pharmaceutical, Shengnuo Biology rose by more than 10%, and Jinkai Biotech, Borui Pharmaceutical, Nuotai Biotechnology, Haofan Biotechnology, etc. rose highly. On the news side, affected by the movie "Hot and Hot", the sales of drugs on platforms such as Jingdong and Douyin showed an upward trend during the Spring Festival. In addition, according to Morgan Stanley's latest report**, Eli Lilly, one of the "drug duo", is expected to become the first biopharmaceutical company to reach a market capitalization of $1 trillion with the oral GLP-1 drug orforglipron in trials.
CPO concept stocks continued to rise, Tianfu Communication rose more than 16% to a record high, Xin Yisheng, Yuanjie Technology, Zhongji Innolight rose more than 10%, and Cambridge Technology rose by the limit. On the news side, Zhongji InnoLight recently said in an institutional survey that the global demand for AI computing power will be very strong in 2024, and it is expected that the total industry demand for 800G and 400G in 2024 will increase significantly compared with 2023.
Film and television media concept stocks strengthened in early trading, Shanghai film rose by the limit, Tangde Film and Television, Gravity Media, Tianlong Group, China Television Media, etc. have risen sharply. On the news side, the box office of the Spring Festival stalls exceeded 8 billion yuan, with a total of 16.2 billion, with a total of 383 sessions60,000, a comprehensive refresh of the Spring Festival film history record.
In early trading, the education sector showed a collective rise, Onlly Education, Kede Education rose by more than 10%, and many stocks such as Xueda Education, All-Access Education, Entrepreneurial Dark Horse, and Kaiwen Education rose by more than 6%. On the news side, the Ministry of Education recently issued an announcement on the "Regulations on the Administration of Off-campus Training (Draft for Comments)" for public comment, which intends to upgrade the management of off-campus training to an administrative regulation for the first time. During the Spring Festival, K12 education ranked first in the Hong Kong stock sector, with a rise of 1219%。
Computing power concept stocks collectively strengthened, optical modules, computing power leasing led the rise, high-tech development 2 boards, Huichang Communication 20cm daily limit, Hongxin Electronics, parallel technology, Xinyuan Technology rose more than 10%, Zhongji Innolight, Xin Yisheng, Tianfu Communication and other stocks rose more than 5%. On the news, Altman plans to raise trillions of dollars to expand AI computing infrastructure. The analysis predicts that multimodal related training and inference applications will further increase the demand for computing infrastructure.
In early trading, AI** concept stocks strengthened sharply, with Danghong Technology, Wanxing Technology, Insai Group, Digital Video, EclickWorld, and BlueFocus rising more than 10%. On the news side, OpenAI released the Wensheng model Sora, which can quickly make text for up to a minute.
Policy Messages10 CSI A50 ETFs are being raised today
The first batch of 10 CSI A50 ETFs were put on sale today, and the management fee rate of the 10 products was quite interesting, and the management fee rate of the 10 products was 015% with 005%。In the eyes of the industry, this may usher in an era of low fees for ETF issuance. In addition, in terms of the timing and scale of issuance, the 10 managers are also in lockstep, all of which are from February 19 to March 1, with a maximum fundraising limit of 2 billion. On February 2, 10 CSI A50 ETFs were collectively approved, including Huatai Barry**, JPMorgan**, Ping An**, E Fund**, Harvest**, Fuguo**, Huabao**, Yinhua**, Dacheng**, and ICBC Credit Suisse**, and the market ushered in a broad-based ETF with all the leading A50 stocks in Shanghai and Shenzhen with one click.
In January, the scale of social financing and credit both exceeded expectations
China's increase in social financing and credit growth both exceeded market expectations in January and soared to record highs. According to data released by the central bank on February 9, the increase in the scale of social financing in January was 65 trillion yuan, 506.1 billion yuan more than the same period last year; Renminbi loans increased by 492 trillion yuan, an increase of 16.2 billion yuan year-on-year; At the end of January, the broad money (M2) balance increased by 87%。
Jufeng view
Overall, the Shanghai and Shenzhen markets showed a first-class surge after the holiday, and the industries in the two cities reappeared in rotation. Hotel catering, Internet, coal, communication equipment, software services, IT equipment, tourism, media and entertainment, advertising packaging, culture, education and leisure, semiconductors, daily chemicals, wine and other industries rose in the top intraday, **telecommunications operations, real estate, diversified finance, medicine, commercial chains, agriculture, forestry, animal husbandry and fishery, health care, mineral products, electrical equipment, nonferrous metals and other industries intraday**.
The pre-holiday market continued to accumulate profits, after the market opened high after the holiday, there was profit-taking, and the intraday selling pressure triggered the market adjustment, however, from the current trend, the market has shown a clear trend, and the pre-holiday market is expected to be boosted by capital market reform, investor confidence has been boosted and repaired. In addition, positive factors such as the good performance of major markets during the long holiday** and holiday travel and consumption data, and the increase in social financing scale and credit increment in January both exceeded expectations, will continue to boost investor sentiment and confidence. In the medium and long term, with the continuous strengthening of the policy effect of domestic economic stability and market stabilization, the post-holiday market is expected to continue to show a phased repair.
Author: Zhu Hualei Practicing Certificate: A0680613030001
Disclaimer: The above content is for reference only and does not constitute specific operation advice, and you shall operate at your own risk and profit and loss.