"No. 1 Ticket" has been announced! Four major news worth noting (2.)27）！
1. "No. 1 Ticket" has been announced one after another! The China Securities Regulatory Commission (CSRC) and a number of local securities regulatory bureaus have taken severe penalties.
Comments: In the past, investors' biggest criticism of supervision was lax supervision and allowing some violations of laws and regulations to exist. Now, after the emergence of the new village chief, a series of fierce attacks have been launched in response to the problem, which has served as a deterrent, and many companies that had planned to enter the list have tried to withdraw their listing applications. Moreover, the management method of the new village chief is completely correct, and the attack is decisive; This will not put further negative pressure on most law-abiding businesses. From the current point of view, the market is developing in a healthy direction for a long time.
2. Nvidia claims to be Huawei's strongest AI chip competitor.
Comments: GPU is less difficult to design than CPU and mobile phone chips. If Huawei can make Kirin chips, it is fully capable of developing AI chips. Now he just does it, and if he doesn't say anything, the finished product will be ready. Due to the sensitive relationship between China and the United States, as long as Huawei can produce artificial intelligence chips, most local institutions, institutions, and even a large number of private enterprises will choose Huawei chips for security reasons, and China will also choose Huawei chips. These chips are also chosen. The AI market is currently limited to chip production and is not as large as the United States, but the future market is immeasurable. You can pay more attention to the guidance on artificial intelligence and Huawei.
3. Since February this year, more than 450 companies have announced buybacks; At the same time last year, the number was less than 30.
Comments: From late January to February 5, it can be said that it is random**, and many high-quality companies have also appeared**. Shareholders believe that the company's current share price is undervalued and may buy back and write off** to protect the listed company's share price or increase their individual holdings. These buybacks are actual purchase funds and have a certain value-added effect on the stock price. Once the short-selling power is temporarily stopped, the deep investment of investors, the buyback of major shareholders, and the entry of the national team will have a huge impact. Strong. **There are some**. Recently, our A-capital has also been active for eight consecutive days.
Fourth, is the interruption of 50 billion peso-type production capacity like a sword hanging from the ceiling? The transformation of photovoltaic technology is imminent.
Comments: The photovoltaic industry has an annual growth rate of more than 20%, and the technology update and iteration is also very fast, which is a good industry in the long run, but the problem is that equipment failure will have huge consequences after technology iteration. The enterprise is losing money, and even the leaders are bankrupt. However, the better thing about this time is that the leading enterprises have learned from the past experience and prepared for equipment failures in advance, so although the performance of the leading enterprises has been affected, they are still in a leading position, and the concentration is still very high. Increase. The photovoltaic industry has entered the knockout round, as long as the leading enterprises survive, it means that they are in a leading position in the next round of competition, as the industry barriers are getting higher and higher, the industry funds dare not open new factories, in a hurry. Even if they increase their capital, they can only be in the lead. As long as the leading companies can get through this stage, the leading position will become more and more solid as the technical barriers continue to rise.
Outlook for the future:
On Monday, the market stopped for eight consecutive days. The market is expected to be the first to see inertia**. The overprint range is 3022 points. If the market sentiment improves, it is likely to hit the best result of 3240 points: even if there is a divergence in the intraday rally, the chip swap can be completed within the day, thereby effectively increasing the trading volume and relieving the selling pressure from above. We are still relatively optimistic about the current market situation, and from an operational point of view, we still need to return to the rhythm of finding the best point.