Late at night, the news of the three kings bombing came from A-shares, and Gao Cheng was shocked to make a big move, can he continue to break through? Can you still chase? In what directions should you focus on?
In the first news, options traders held down Nvidia's stock price soaring to $1,300, about 2 times the current stock price, and the market value will reach 3$2 trillion. Traders are using options to hold back huge swings in Nvidia's stock price, a sign that people are excited about AI. And Nvidia is also competing for the Q market financial report released in the early hours of Thursday, and its performance soared 265% year-on-year, exceeding market expectations. At the same time, the company also said that the demand will continue to be stronger than ** in 24 years, and H200 will also be shipped in the second quarter, which generally indicates that the prosperity of the industrial chain will continue to rise. In the macro context of the strength of the United States, the thematic speculation of A-shares is still the mode of anchoring U.S. stocks. NVIDIA's performance exceeded expectations, and its stock price rose by more than 15% in the evening, hitting a record high, which also set up a lot of room for speculation for domestic related companies. Nvidia concepts, computing power, optical modules, etc. are worth keeping an eye on.
In addition, the development of the AI industry is gradually widening the gap with foreign countries, and it is imperative to be independent and controllable. It is believed that there will be follow-up actions on the policy side, and branches such as Huawei computing power and AI of central enterprises can also explore opportunities.
The second news, foreign media reports, the regulatory authorities restrict major institutional investors from net selling at the opening and **stage**, and prohibit institutions from shorting A shares through stock indexes. The village responded, generally speaking, the morning and last 30 minutes are the most active time for trading, and after restricting the static selling of these two time periods, the trend of the whole day will appear in an N-shape, judging from the time-sharing trend on Thursday, the small composition is quite like that. The rumor that the village is not allowed to sell for half an hour after the opening of the market has neither admitted nor denied it, and stated that it is the duty to manage abnormal transactions in accordance with laws and regulations, which will undoubtedly leave the market to infinite reverie. I have to say that the village's response is quite witty. However, it should be noted that the safest buying point for quantitative trading is generally 14:30. If the index is still declining rapidly after half past two in the afternoon, it means that this restriction has been lifted and some kind of big money is withdrawing, and it is necessary to be vigilant that a new round of adjustment will start at that time.
The third news, Yu Chengdong, this autumn HarmonyOS will have a major version upgrade, and the performance will be increased by 30%. In addition, Shanghai Big Data Center and Huawei jointly signed a memorandum of cooperation with HarmonyOS to officially launch the development of HarmonyOS native applications, becoming one of the first first-class institutions in China to promote HarmonyOS native applications for government affairs and people's livelihood. This is a good start,Plus24The year will be a key year for Huawei and Android to completely draw a line,Huawei will spend more cost and energy to increase efforts to develop the Hongmeng system,This is not lacking in event stimulation,Huawei Hongmeng can step back on the lurking。 Finally, let's talk about market trends and sector opportunities. U.S. stocks rose sharply in the evening, but the Chinese concept stocks and the A50 index are adjusted, the index exceeded expectations after the seven consecutive yang, and now came to the semi-annual line and 3000 points of double pressure level, may be benign back to step on and then break through, but whether it is a direct breakthrough or a step back, there is no shortage of operational opportunities when the market sentiment improves. As for the direction, continue to focus on AI and high-dividend central state-owned enterprises, and the effect of AI superimposed on central state-owned enterprises is even more.