Today, A-shares continued to rise strongly, with the Shanghai Composite Index rising for 7 consecutive days, approaching the 3,000-point mark; The Shenzhen Component Index regained the 9,000-point mark; The CSI 300 has risen for 8 consecutive years, hitting the highest ** point of the year, and pointing to 3500 points.
On the disk, the concept of digital economy led the rise, with state-owned cloud, liquid-cooled servers, computing power leasing, and eastern and western computing all rising by more than 5%, ranking among the top 4 in all industry sectors, and related sectors such as data centers, Huawei computing power, operating systems, and cloud computing also rose sharply. The concept of artificial intelligence continued to remain active, and sectors such as multimodal AI, machine vision, AIGC, and ChatGPT concepts also led the gains.
In addition, the micro-cap stocks, ST, broken net stocks, and loss-making stocks that suffered heavy losses before the holiday are also sharply ** today, and Holitech (002217), Boxin shares (600083), ST Youkeshu, ST Xingyuan, etc.
* In terms of Weihaide, the 5th consecutive day of 20% daily limit, Kelai Electromechanical (603960) consecutive 10 consecutive daily limit, Lanke High-tech 6 consecutive daily limit, Guomai Culture 4 consecutive word boards, Jinglun Electronics (600355), Wangda Software (603189), Meishi Technology and other 4 consecutive daily limits, High-tech Development (000628), Tricolor Technology (603516) and other 5 days 4 daily limits. There is only *ST**1 share in the whole market.
According to wind data statistics, the net inflow of main funds in the A** field throughout the day was 848.9 billion yuan, the second highest in the year. The four industries of Shenwan computer, real estate, banking, and machinery and equipment all received a net inflow of more than 1 billion yuan of main funds, and the net outflow of main funds in the pharmaceutical and biological, automobile, transportation and other industries was more.
Sugon received a net inflow of 57.7 billion yuan, ranking first in all, high-tech development, Luzhou Laojiao (000568), PetroChina (601857), China Unicom (600050) and other nearly 20 shares today also received a net inflow of more than 100 million yuan of main funds. The net outflow of major funds such as Shenzhen China A and CATL (300750) exceeded 100 million yuan.
After yesterday's sharp net of 13.6 billion yuan, northbound funds continued to increase their positions by 36 today900 million yuan, of which 255.1 billion yuan, Shenzhen Stock Connect net **113.9 billion yuan.
Dongguan ** said that from the issuance of trillions of treasury bonds and localized bonds in parallel, to the introduction of policies to promote the economy, combined with the expansion of the central bank's balance sheet, diversified combination of domestic and foreign demand policies, to help the economy rise steadily in 2024. With the steady development of China's fundamentals, the continuous optimization of the capital market system, and the focus of overseas capital on Chinese assets, the opportunities in the A** market will outweigh the risks in 2024, so it is advisable to pay attention to investment allocation and structure.
Founder pointed out that the current market is still dominated by repair, and a strong reversal has not yet come. However, the current position may have taken into account most of the pessimistic expectations, and there is a large correction and swing room after the adjustment is completed. The high odds brought by the overall low valuation of the market are still continuing, but the weight of the winning rate of the current position is still greater than the odds, and the improvement of the overall trend still needs time, opportunity and data confirmation.
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