The A**field was adjusted throughout the day, and the three major indexes all continued to hit new lows in the intraday. On the disk, large consumer stocks collectively bucked the trend and strengthened, photovoltaic and other new energy track stocks were once the best, and medical beauty concept stocks rose intraday.
In terms of ETFs, the Nikkei 225 ETF E Fund rose more than 3%, and the battery and PV-related ETFs rose nearly 2%.
In 2024, it is recommended to focus on the main line of the main line of the subdivision of upstream raw materials, and at the same time, the industrial chain has strong bargaining power and stable profitability of batteries and structural parts; Main line 2: The international market is developed smoothly, and the pace of going to sea is accelerated.
For the photovoltaic sector, some brokerages believe that in the case of photovoltaic overcapacity intensifying supply-side competition, the profitability of the industrial chain may face a significant contraction, and the industry will enter a new round of reshuffle. In the face of the industry's accelerated survival of the fittest, the leading manufacturers in the industrial chain may rely on the advantages of technology, cost, production capacity and market layout, as well as strong financial strength and hematopoietic ability, and are expected to achieve steady and far-reaching progress and pass through the cycle.
*In terms of Shenzhen value ETFs, which fell more than 4%, and media, film and television-related ETFs fell by about 3%.
Some brokerages said that under the development of the emerging entertainment industry trend, superimposed AI technology development empowers content production, the development prospects of short dramas, interactive video games and other industries are better, and the content value of high-quality IP copyrights is expected to be revalued.
It is worth noting that the Nikkei ETF was actively traded today, hitting a new high in intraday trading, but the premium reached 669%。
Investments are risky, and independent judgment is importantThis article is for reference only and does not constitute a basis for trading, and you enter the market at your own risk. Cover***Visual China-VCG111362775847 per edited by Ye Feng
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