The market's response to the favorable policy is not positive, which proves that the current ** has little to do with economic fundamentals, mainly due to the liquidity problems caused by the continuous loss effect. Although the liquidity problem has caused irrationality, it has accelerated the clearing of the market's chip structure, and the arrival of the Spring Festival still needs to wait. Last year's hot small and micro cap stocks were at a high level, the profit effect weakened, the heat ebbed and the style of ** stocks picked up. In the current weak market environment, defensive high-dividend assets are favored by funds, and sectors dominated by ** stocks such as coal, banks, and utilities have performed relatively well.
The top five main net inflows into the industry sector: new energy vehicles, lithium batteries, domestic software, military industry, and mobile games; The top five main net inflows into the concept sector: Huawei Industrial Chain, Artificial Intelligence, Huawei Hongmeng, Metaverse, Internet of Things; The top 10 main net inflows: Tianqi Lithium, CATL, Xilong Science, Rongjie, Sinomine Resources, Kunlun Wanwei, iSoftStone, Qingyuan, BYD, Changshan Beiming.
It is estimated that in 2024, the wholesale of passenger cars will be 22272726420000 units, a year-on-year increase of +36%/+4.7%ï¼›Exports exceeded 5.4 million units, reflecting a +35% y/y increase. The concentration of leading brands has increased, the share of independent brands has reached a new high, and the fuel vehicle market has shrunk, facing greater pressure to reduce prices. Riding the bull and watching the bear believes that the new energy vehicles in recent years have been good, but from the financial performance of listed companies, a small number of companies revenue and profit growth, most new energy vehicle companies are just running, here we should pay attention to the dividend output of leading enterprises, which is the new investment direction.
The hydrogen energy ship "Xihai Xinyuan No. 1", equipped with the national hydrogen technology "hydrogen Teng" marine hydrogen fuel cell system, was successfully launched, which is the first commercial hydrogen fuel cell powered high-end tourism business reception ship in China, and is expected to be put into business tourism and environmental monitoring in Lushan Xihai in March this year. The continuous improvement of environmental protection demand will promote the transformation of ships to clean energy, and hydrogen fuel power is a good solution to achieve carbon emission reduction and decarbonization in the shipping industry, and the proportion of new ships will further increase in the future. Riding the bull and watching the bear believes that with the decline of technology-driven costs, the industrialization process of hydrogen-powered ships is expected to be further accelerated, and the future market prospects are broad, and the market space in China's ship shipping scene is tens of billions.
OpenAI says it plans to find a way to pay GPT creators based on how much API usage is in the store. GPTstore is expected to bring new monetization channels for AI developers and give birth to new business models for AI applications. The official launch of the GPT store not only means that OpenAI will become the first company in the world to start commercialization due to AI, but also means that the process of AI development will take a huge step. At the same time, we should pay attention to the release of "black technology" of large manufacturers, which will inevitably lead to a new round of **, which is also a market turnaround for technology stocks.
IC packaging and testing** generally rose, with a range of about 10%-20%, and some IC series products increased by 25%. Driven by applications such as AI, data centers, and HPCs, the packaging equipment market will resume growth from 2024. With the continuous advancement of advanced packaging, it will drive the localization of the original packaging equipment and new front-end equipment in the packaging process. With the wave of global economic recovery in 2024, the semiconductor chip industry will also recover, and you can pay attention to the demand of the market, which is also an opportunity for the development of the industry.
The Shanghai Composite Index is still continuing to hit new lows, and it seems that the index has not fallen much, but ** is at a new low, which is a hidden danger. With ** never able to break through 2900 points, be careful here ** will go further lower, and some funds will start to enter heavyweight stocks and blue chip stocks, but there is no climate. Riding bulls and bears is more inclined to second-tier blue chip stocks, such as the consumer sector that has been repeatedly mentioned recently, whether it is from the market logic or from the index contribution point, it is a clear help.
The ChiNext index returned to the 5-day line, and there was a trend of a phased bottom, and it is worth noting that the trading volume has shrunk further, and the volume of trading volume has also shown that the trading order has been exhausted. This position should pay attention to whether the disk can go further higher, consumer stocks after the climax of the adjustment, technology stocks on top again, which shows that the tour capital and institutional funds are more inclined to small and medium-sized theme stocks, this position is still based on the theme, the "big" weighted stocks are still "untouchable" for the time being!