A-share 8 consecutive yang opened to hit 3000 points, suppressed by the bears**, this week to pay attention to the second stage of the trend. U.S. stocks are only one step away from a new high of 40,000 points, which has also led to a resonant rise in the external financial market**, mainly due to the recovery of economic data, which has brought a favorable policy boost. In the external market continues to rise, the current ** of A shares is suitable for holdings, while paying attention to the relevant news during the March meeting, the restlessness of some sectors also indicates that a new sector ** is being nurtured.
Ride a bull to see a bear spotTesla once again demonstrated the walking ability of its second-generation humanoid robot, Optimus. GTC 2024 will also take place March 18-21, where founder and CEO Jensen Huang will unveil the latest breakthroughs in accelerated computing, generative AI and robotics. 2024 will be the year of robotics, the year of game AI, and the year of robotics simulation, creating large-scale motion models that can autonomously explore and continuously improve themselves in a variety of games and simulation environments. The core mission of Gear is to build a basic model of embodied agents suitable for the virtual and physical worlds, and is committed to realizing intelligent applications across multiple modalities and scenarios.
The three major indexes opened mixed, the gem index fell more than 1%, the two cities fell more and rose less, the theme of the concept of industrial machine, reducer, robot and other concepts performed strongly, and the concept of water, transportation facilities, SORA and other concepts performed poorly. Industrial machine concept stocks opened sharply, Huazhong CNC, Hongde CNC, East China Heavy Machinery and other shares of the bidding limit, the recent meeting to study large-scale equipment renewal and consumer goods trade-in issues, research to effectively reduce the cost of logistics in the whole society. Robots, new quality productivity concept stocks continue to be active, Zhongya shares, Zhongwei Electronics and other more than 30 shares of the limit, Tesla shared a piece of optimus on Saturday latest**, compared with a few weeks ago released **, the display of optimus in the walking process more steady, the movement is also more smooth.
The concept of intelligent logistics has risen, Dongjie Intelligent 20cm2 board, Yinfei storage limit, Xinning Logistics, Feiliks, etc., the meeting has studied the issue of large-scale equipment renewal and trade-in of consumer goods, and studied the problem of effectively reducing the logistics cost of the whole society. According to the document issued by the Ministry of Transport last week, it was agreed in principle to carry out pilot projects in the construction of heavy truck battery swap station networking and operation demonstration, hydrogen fuel cell research and development and hydrogen energy transportation operation platform application, and city-level green energy transportation system construction and application. In the context of the era of computing power, data centers have become major energy consumers, and CPO, LPO, silicon photonics and thin film lithium niobate solutions are expected to become a breakthrough to solve this series of problems.
The Shanghai Composite Index opened lower on Monday, and the morning clock failed to pull up and turned red, showing a clear **trend, between the 5-day line and the 120-day line**. After 8 consecutive yangs, it began to hit 3000 points, but there was no breakthrough in the real sense, and there was an obvious failure to continue to increase the amount of energy, which also led to a decline in market sentiment. The trend of financial stocks and heavyweight stocks will change the trend of the A** field, and pay attention to whether the Shanghai Composite Index can stabilize above 2970 points in the afternoon.
The ChiNext index fell from more than 1% to red on Monday, showing a significant reversal trend, but it did not go further higher, and it is still mainly weakly adjusted. Soon after the opening, some ** appeared in the trend of fried boards, and the theme plate rotated the concept of robots that were good for the weekend, and there was a performance of more than 30 shares, which is still dominated by rotation. Brother Niu still wants to remind everyone that this week, we must be careful that the GEM index takes the lead in filling the gap downward, which is also a new opportunity to enter the market. In the afternoon, pay attention to whether the ChiNext index can stabilize above 1750 points.
Midday news:1The People's Bank of China carried out a 7-day reverse repurchase operation of 329 billion yuan today, and the winning interest rate was 180%, the same as before. Today's reverse repurchase has 137 billion yuan due.
2.The financing balance of the Shanghai Stock Exchange was reported at 74949.3 billion yuan, an increase of 17 from the previous trading day700 million yuan; The financing balance of the Shenzhen Stock Exchange was reported at 66211.2 billion yuan, an increase of 29 from the previous trading day$3.6 billion; The total of the two cities is 141160.5 billion yuan, an increase of 47 from the previous trading day0.6 billion yuan.
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