The Year of the Rabbit ended with a sharp rise in A shares, led by small cap stocks and the technolo

Mondo Finance Updated on 2024-02-09

On the last day of the pre-holiday, the A** field ushered in a gratifying situation across the board, with the three major stock indexes - the Shanghai Composite Index, the Shenzhen Component Index and the ChiNext Index all achieving gains of more than 1%, and closed above the positive line for three consecutive trading days. The market is actively trading, and the turnover of the two cities has exceeded the trillion mark for two consecutive days. However, the performance of the Hong Kong market was relatively weak, with the Hang Seng Index** exceeding 1%.

Specifically, the three major stock indexes all showed strong upward momentum during the trading day, and finally the Shanghai Composite Index closed up 128% to 2865At 9 o'clock, the Shenzhen Stock Exchange Component Index **129% to 88206 points, GEM refers to **116% to 172686 points. The total turnover of the two cities reached 1,017.4 billion yuan, basically unchanged from the previous trading day. Northbound funds flowed in sharply in early trading, with a net amount of more than 9 billion yuan at one point, but the funds gradually withdrew in the afternoon, and finally the net amount of the whole day was 58.3 billion yuan, which is the eighth consecutive day of net **.

On the ** side, small-cap stocks were particularly eye-catching, with the CSI 2000 Index and CSI 1000 Index surging nearly 9% and more than 4% respectively. A number of ETFs tracking the CSI 2000 Index have daily limits, and their trading volume has hit a record high. For example, Huatai Pineapple CSI 2000 ETF, CSI 2000 ETF, Yinhua CSI 2000 Enhanced Strategy ETF and ICBC CNI 2000 ETF have all achieved daily limits and significantly increased trading volume. In addition, the semiconductor sector is also substantial, and many ** have a daily limit, such as Fuman Micro, Aisen Shares and Lihe Micro.

In Hong Kong, despite the Hang Seng Index and the Hang Seng Tech Index, the semiconductor sector remained strong, with Hua Hong Semiconductor and SMIC exceeding 10% and 2% respectively. This reflects the gradual recovery of the electronics industry, especially in the context of the recovery of sales of terminal products such as smartphones and PCs.

The MR (mixed reality) concept sector also performed strongly, and Apple's headset Apple Vision Pro sold well after its launch in the United States, driving the growth of related concept stocks. CITIC** believes that Apple's layout in the headset field is the core of its future strategy, and it is expected that Vision Pro shipments will grow significantly in the next few years.

Auto industry chain stocks are also active, and Kelai Electromechanical has a daily limit for six consecutive trading days, although the company suggests that there may be a risk of irrational speculation. According to data from the China National Association, China's automobile production and sales increased sharply year-on-year in January, and the market share of new energy vehicles also increased. The agency recommends paying attention to companies in the automotive industry chain with good fundamentals, and it is expected that with the increase in sales after the Spring Festival, the valuation is expected to be repaired.

Overall, despite the poor performance of the Hong Kong ** market, the strong performance of the A** market and the active trading of multiple sectors drew a successful end to the Lunar New Year.

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