A-shares: Five good news released.
Billions of long-term funds are coming! The investment direction is clear: high-quality listed companies.
Chinese Life and Xinhua Insurance jointly invested 50 billion yuan in private equity** to make further progress. The "Proposal to Apply for Investment Pilot" was deliberated and approved by the shareholders' meeting of Xinhua Insurance tonight, which means that the ** is one step closer to the establishment and registration. The Chinese Life General Meeting previously approved the project. On January 18 this year, the ** manager completed the establishment registration.
Good news: insurance funds are approaching 50 billion! The private placement** set up by Chinese Life and Xinhua Insurance each contributed 25 billion yuan, ready to buy, buy, buy, and buy, aiming to invest in high-quality listed companies. The contract was proposed in November last year. Now that market conditions are improving, we can't wait to announce our investment. This shows that institutional and private investors alike are also afraid of shortages! Therefore, there is no need to worry about holding the stagflation sector, as long as external funds continue to flow in, there will be funds to help lift the sedan chair.
High-dividend stocks like banks are hedging favorites, but high-dividend stocks are currently at a high level and don't have particularly good points. Second, you should buy white horse stocks, many ** are not high, and there should be room for repair in the later stage!
2. Gaotu's stock price hit a new high in the past three years! The high chart was **30% last night. The good news is that Gaotu released its annual report, with revenue of 29.6 billion yuan in 2023, an increase of 185% over the previous year.
The reason why profits have increased sharply is due to the big meat of live broadcasting. Perhaps the four biggest areas of renewed hype over the past six months are equipment sales, education, artificial intelligence, and low-value white horse stocks. The long-rumored plan to fully liberalize offline education and training is about to be implemented. Many primary and secondary schools have canceled evening self-study.
There are different opinions on how to make up for work, and there is involution. Should I make up the class or not? Depends on what you expect from your child. However, for ordinary families, the ** of offline classes is a little lower, which still allows ordinary children to counterattack. The previous "double bottom" policy was an inclusive policy that prevented children from ordinary families from improving their grades, but it did not affect children from wealthy families because they could afford one-to-one fees. Training.
3. The U.S. stock Nasdaq opened low and higher overnight, and the daily chart recorded a small white line, resulting in a cross between the 5th and 10th. However, since the MACD indicator is showing signs of "top divergence", a long white candlestick is needed here to defuse the crisis.
4. The two departments issued a document: support the large-scale and large-scale development of new energy, and new energy energy storage will continue to grow exponentially.
The National Development and Reform Commission and the National Energy Administration officially issued the "Leading Opinions on Strengthening the Construction of Power Grid Peak Regulation, Energy Storage and Intelligent Dispatching Capacity". The "Leadership Opinions" encourage the promotion of the construction of new energy storage on the power supply side! Encourage new energy enterprises to flexibly allocate new energy storage sites through self-construction, co-construction, leasing and other means, and improve the utilization rate of new energy consumption, capacity guarantee capacity and grid-connected safety performance。
The documents issued by the two departments are directly beneficial to the energy storage industry. The new energy vehicle industry chain took the lead in a large number on Wednesday. The PV and energy storage sectors have also seen significant changes in sales volumes recently. Funds are expected to be invested in new energy! In addition, Yuntou New Energy invited bids for the first batch of centralized procurement of photovoltaic modules. The bidding ** ranged from 09-10856 yuan w, all of which exceeded 09 yuan w, and the average price was 0952 yuan w, which was significantly higher than the module bidding of other central enterprises a year ago. This confirms that the PV module price increase will be implemented after this year, which is definitely good news.
New energy vehicles and photovoltaics are our profitable industries and an important driving force for the local economy. Policies in these directions will continue to provide strong support, but now the involution is too heavy, and the industry still needs to be cleaned up. But don't be so pessimistic. If it falls too much, it will eventually rise, and the funds will be grabbed at any time!
5. Computing power subsidies are coming, and the AI industry chain is collectively prosperous.
On Tuesday, the stock returned to 3,000 points. The heat of the whole market lies in computing power. Many "bigwigs" like Sugon and Sugon are trading at or near the up-limit level. This industry has also driven semiconductors and large models, resulting in the continuous enhancement of bullish momentum! There are two reasons for the growth of the computing power sector: first, there are market rumors that the computing power subsidy will be issued soon; Second, it is rumored in the market that the computing power subsidy will be issued soon. Secondly, the breakthrough of Bitcoin led to the explosion of virtual currencies around the world.
There are two kinds of short articles in the market: one is that the country has begun to be independent and controllable, including central enterprises and state-owned enterprises, and the other is the issuance of computing power subsidies! These two catalysts have led to the growth of their respective industries. It doesn't matter whether the article is true or not, so recognition is mostly emotionally driven, and people's hearts are flying ......When the money runs out, they starve.
There is another reason for the rapid development of pan-technology: the United States and Britain jointly issued a statement with eight countries: supporting the 6G principle. This alliance is headed by NVIDIA, and all the members are leading companies in Europe, America, Japan and South Korea, and it is obviously aimed at us. Therefore, 5G, communications and other industries are hot, and ZTE directly pulls up the price limit. After all, Huawei has just released 55G new technology, and we have an advantage in this regard, and we are not afraid of Europe and the United States.