U.S. stocks are about to reach new highs again, and the peripheral market has ushered in a new round of market sentiment, but the trading volume of the two markets is still small, and the market is still easy to fall and difficult to rise. The core of the global financial market is still the Fed's interest rate cut expectations, the Federal Reserve meeting will be a hawk will have a greater impact on the market, the problem faced by the a** field is that the capital is too weak, northbound funds for more than 1 month are mainly net outflows, the better operation mode at this stage is the left side of the trading after the big fall, while paying attention to the changes in the market's policy and news.
Ride a bull to see a bear spotHuawei announced that it will cooperate with Meituan in industrial innovation, technology application, and business development based on HarmonyOS, and fully support Meituan in the development of HarmonyOS native applications. China's leading Internet companies have signed contracts with Huawei to cooperate with HarmonyOS native application ecosystem, which will promote the continuous development and upgrading of China's self-developed mobile operating system. With the continuous enhancement of Huawei's HarmonyOS market influence, it will gradually attract the attention of more manufacturers and developers, and its unique architecture and powerful performance will bring users an excellent experience, and continue to be optimistic about the market investment opportunities of Huawei's HarmonyOS system and related industry chains.
The three major indexes opened mixed, the two cities fell more and rose less, the theme of the electronic ID card, pork, CXO and other sectors performed strongly, chemical fiber, coal, power and other sectors performed poorly. WuXi Biologics Hong Kong stocks announced that the company's business and financial position remained strong, with 132 new projects added in 2023, bringing the total number of projects to 698 (including 9 Phase III and commercialization)."Win the molecule"projects, as well as 24 CMO projects). The concept of Hongmeng has risen, and many shares such as Zhidu shares and Shengtong shares have risen to the limit, and JD.com and Huawei have announced cooperation to officially launch the development of Hongmeng native applications, and the ecological map of Hongmeng has been further improved. The HarmonyOS native JD app will be based on HarmonyOSNEXT's seamless streaming and native intelligence to create a smoother, smarter, and safer shopping experience for consumers.
The photovoltaic sector continues to be strong recently, AD shares 3 boards, Stellar Technology, Lvkang Biochemical and other shares of the daily limit, industrial chain research data show that the current photovoltaic module ** has fallen below 1 yuan watt, the terminal power station IRR continues to increase, and the downstream owners' willingness to install capacity continues to increase. Huawei's concept has set off a tide of daily limits, with Hongmeng leading the rise, Creative Technology 20% daily limit, Chuanzhi Education, Zhidu shares and other multi-share daily limits, Huawei will hold important events in Hongmeng, which will reveal the new chapter of the HarmonyOS ecosystem and HarmonyOS Next. At the 2024 CES exhibition, Wang Tan, co-founder and vice president of Xiaopeng Huitian, announced that the company's split flying car "Land Aircraft Carrier" will be booked in the fourth quarter of this year.
After the Shanghai Composite Index opened low on Thursday, the red market was dominated by **, and there was no obvious investment direction, and there was a more obvious "mixed time" trend. The two cities** have changed from falling more to rising more, and there has been a certain reversal**, but the weight class is obvious, and the hot theme plate has not performed, and after the consumer sector, Huawei Hongmeng concept has obvious relay action. Judging from the current trend, A-shares are still in the stage of bottoming, and the volatility of the market will further increase, and it will be a real opportunity to enter the market after the big fall. In the afternoon, pay attention to whether the Shanghai Composite Index can stabilize above 2880 points.
The ChiNext index rose more than 1% intraday on Thursday, and there was a significant increase again, but the food flash crash ** increased significantly, and the good news is that the number of falling limits** is small. The ** of consumer stocks, mainly Changbai Mountain and Dalian Shengya issued warning letters overnight, coupled with the announcement of the lifting of the ban, which led to a large ** on Thursday, which also drove consumer stocks to cool down, but Brother Niu felt that consumption ** was not over yet. In the afternoon, pay attention to whether the ChiNext index can stabilize above 1750 points.
Midday news:1The People's Bank of China launched a 7-day reverse repurchase operation of 27 billion yuan today, and the winning interest rate was 18%, the same as before. There is a reverse repurchase of 15 billion yuan due today.
2.As of January 10, the financing balance of the Shanghai Stock Exchange was reported at 82587.4 billion yuan, a decrease of 10 from the previous trading day$2.4 billion; The financing balance of the Shenzhen Stock Exchange was reported at 74702.4 billion yuan, a decrease of 16 from the previous trading day$4.7 billion; The total of the two cities is 15,7289.8 billion yuan, a decrease of 26 from the previous trading day7.1 billion yuan.