The bears declare their surrender! The nine major news in the early hours of this morning are in full swing (229）
1. The General Administration of Press and Publication of the People's Republic of China released information on the approval of domestic online games in February. A total of 111 games were approved.
More than 100 games have been approved for three consecutive months, which has stimulated the game media sector to a certain extent.
2. Whether the situation will prosper.
The generation of large investment opportunities generally does not occur in sectors or ** with large gains, but in industries or ** that have retreated from the market. The stock price is sharply **, no one cares, and the company is seriously abandoned emotionally. The company is valued significantly below normal and is trading at a discounted price. There is no problem with the industry demand or it is misunderstood. The company has a unique competitive advantage, and the future will usher in a reversal of difficulties. Possibly. It is precisely because of being spurned and misunderstood that valuations are incredibly low. Precisely because valuations are incredibly low, once reversed, there is an opportunity for windfall profits. What industries and ** do you think have the above characteristics?
3. Nvidia China's special H20 chip is fully open for pre-order!
The NVIDIA China Special Edition AI chip H20 will be available for pre-order after this year's GTC2024 conference, and will be available in as soon as 4 weeks. The special version here is simply understood as the castrated version. Therefore, our domestic chip manufacturers still need to work hard to catch up with the pace of overseas as soon as possible!
Has the G Era Arrived? Oh my God, if it does, tech stocks are going to take off again! You must know that the 4G network in 2013 and the 5G network at the end of 2018 have brought waves of technology boom. The valuation of PCB, RF and other related concepts has risen to the sky.
When 10 countries, including the United States and the United Kingdom, issued a joint statement in support of the 6G principle, the United States, Australia, Canada, the Czech Republic, Finland, France, Japan, South Korea, Sweden and the United Kingdom. As soon as it was released, A-share technology stocks soared.
However, everyone should also be clear that the 6G network is still some way from actual commercial use. At present, it is still in the stage of concept hype, and there is no real 6G project that has been implemented. According to the agency**, 6G networks may be commercially available in 2030, six years away. Moreover, even if it is commercialized 2 years earlier, there are still 4 years left. Therefore, the 6G network is still just a hype, and there is no real commercial use.
5. Two divisions of labor: accelerate the development of the battery market and support the management of resources through market-oriented methods to obtain benefits.
One problem with new energy sources, whether solar or wind, is that they are not available on demand, so excess electricity needs to be stored. This also makes it much more difficult to retrofit the power system than the previous thermal energy, and if the power company only relies on the energy storage system to build its own energy storage system, it will lead to the generation of a large amount of clean energy that cannot be connected to the grid. Encourage new energy enterprises to flexibly allocate new energy energy storage through self-construction, co-construction, leasing and other means, and effectively improve the utilization rate of clean energy. This is good for PV and energy storage, and we can pay attention to the recovery potential of PV and energy storage.
6. The Science and Technology Innovation 50 Index, which has been suppressing the new energy industry chain in early trading on Tuesday, did not begin to rise until near midday, pulling out a long-lost long yang line and changing the previous trend sideways fluctuation mode. Next, we will focus on whether we can take this opportunity to walk directly from the current bottom.
7. After the media sector continued to be the first in the near future, there was a strong sentiment of capital intervention. Judging from the intraday trading volume, the trading volume has always maintained a moderate increase, indicating that the funds have become active. Superimposed below the multi-period** to maintain the upward divergence trend again, which means that there will be a second wave** trend.
8. Will Skywalker cry next? Every time a share is close to the delivery of ETF options, there will be a sell-off of the instrument stock with a large weighting. The day before yesterday, Moutai, Ping An, Ningwang and the four major banks collectively smashed the market, leading the market to dive and once again staged a short-selling routine during the delivery window.
With the four major banks and the central enterprises smashing at the same time, many people think that there will be a super main force of the national team in the bearish direction. They carefully analysed a series of clues. Among them, the "* Financial Holding Index" showed a large-scale trend after diving at midday the day before. There are signs of a fast **, so it can be ruled out that the national team is the main force of the market**. This means that some financial derivatives interest groups want to muddy the waters and make the market think that the national team also participated in the market crash, so there is no confidence in the market outlook.