1.Artificial Intelligence Direction:
OpenAI has announced the launch of a new generative AI model, "SORA". It is understood that through text instructions, SORA can directly output ** for up to 60 seconds;
This means that, following text and images, OpenAI has expanded its advanced AI technology to the best field.
Strong stocks in the sector: Weihaide, Kaipuyun, Bohui Technology, Roput, Xingtu Xinke, Huina Technology, Danghong Technology, Gelingshen, Tongsiteqi;
2.Blockchain, digital currency direction
Bitcoin exceeded $50,000 for the first time in more than two years, which also stimulated a sharp rise in Hong Kong and U.S. stocksTransmitted to the a** field, related plates are also expected to ferment!
Strong stocks in the sector: New World, National Technology, Dianke Network Security, Radio and Television Yuntong, Zhongke Jiangnan, Jinzheng Shares, Huatie Emergency, Zhongke Soft, Montnets Technology, Xinguodu;
3.Chip Plate:
Affected by the performance exceeding expectationsThe share price of ARM, the leading chip company in the United States, soaredIt soared as much as 42% in intraday trading, and the cumulative maximum increase in only four trading days in February was about 130%;
Strong stocks in the sector: Jingchen shares, Geke Micro, Hudian shares, Huahai Qingke, Anlu Technology, Weijie Chuangxin, Farah Electronics, Tongfu Microelectronics;
Judging from the trend of previous holidays, the peripheral market during the long holiday tends to rise first and then fall, and when the market reopens, the peripheral market begins to adjust, which has an impact on A-shares!
But this year's Chinese New Year holiday may be different!
U.S. stocks are close to all-time highs, and Japan** has also hit all-time highsIn addition, Hong Kong stocks have also continued to strengthen in Shenzhen, and A-shares are also expected to come out of the door**!
The probability of a good start after the Spring Festival is usually higher.
Looking back at the historical data of the past two decades (2004 to 2023), the Shanghai Composite Index did not have a clear "good start" on the first trading day after the Spring Festival.
There are 11 years with the first day after the holiday** and another 9 years with a 55% probability.
Since 2018, the probability of a "good start" for A-shares has increased significantly.
In the past six years, the Shanghai Composite Index has been on the first trading day after the Spring Festival for 5 years**, and the first trading day for the last three years (2021 to 2023).
There are a few new changes this yearFor example, the market fell sharply before the holiday, and the risk was basically cleared, restricting the short-selling of securities lending, the appointment of newcomers, and the protection of mysterious funds.
In the last three trading days before the Spring Festival, the three major A-share indices collectively strengthened, and the trading volume also regained above the trillions, indicating that the chips in the A** market are currently actively changing.
Sufficient turnover of chips in the low position is the basic condition for sustainability. Only in this way can the large main funds of the A** field get more chips.
The faster and greater the amplitude, the higher the probability of going out, and the more conducive to the continuation of the trend!
Although the pre-holiday index has a certain lack of momentum, it cannot be simply interpreted when the long holiday is approaching!
At present, the A50 index and Hong Kong stocks have strengthened significantly during the A-share market breakThe external market has also strengthened significantly, which is enough to promote the Shanghai Composite Index to usher in a good start!
In addition, the short-term index has stood above 510.20 etc. short to medium term**,The short-term trend is still there, and it is the time to enter the market without shrinking and breaking the position!
From a plate point of view,Technology stocks continue to **,The retail and consumer sectors were activeDiversified finance, media and semiconductor sectors are among the top gainers, and you can pay attention to these directions of A-shares after the holiday!