First, the thunderstorm is off to a good start! WuXi AppTec has clarified again! It has not been, is and will not pose a *** risk to the United States in the future.
It can be seen that WuXi AppTec has been in a hurry, and Hong Kong stocks rose sharply for 3 consecutive days during the Spring Festival, but Hong Kong stocks WuXi fell sharply across the board, and WuXi AppTec **1862%, WuXi Biologics**924%, mainly because of the news before the US congressional proposal "WuXi Department, in fact, it is useless to issue a few clarification announcements, WuXi AppTec's major shareholders have continued to be substantial in the past two years, explaining that everything is pale and powerless, and the controlling shareholder has cashed out so much, if the bearish is really non-existent, increase the holdings with real money, the whole market can be seen, actions speak louder than words, and this news will be bearish for the pharmaceutical sector of A-shares after the holiday.
Second, the supervision of the shot! During the Spring Festival, a number of brokerages were measured.
After the change of the chairman of the China Securities Regulatory Commission, the Spring Festival immediately worked overtime to deal with a number of violations, which is also very vigorous, which is also a great encouragement to market confidence, in recent years, the first has been falling because there are too many violations of A-share no one cares, I heard that the previous squad leader is also going to be dealt with, in short, the new official took office three fires, I hope it is getting better and better, The new chairman of the Securities Regulatory Commission was once called the "butcher of the brokerage", and previously dealt with a number of brokerage risks and severely cracked down on the "rat warehouse", which left a deep impression on the market.
3. OpenAI in the United States launched a large model SORA, which can be generated according to text.
This is a news with a high degree of attention during the holiday,The news is mainly about the United States OpenAI launched**Large model Sora,Enter a piece of text,Sora can generate up to 1 minute**,And**The quality is relatively high,I can't tell whether it's photographed or AI generated,I believe that the longest minute is only temporary,There will be a lot of room for improvement later。 The news has a stimulating effect on the direction of science and technology such as artificial intelligence-related industrial chains, and the direction of artificial intelligence continues to be optimistic.
Fourth, the central bank released the latest financial data, and the data on new loans and social finance in January both hit a record high for the same period in history.
Loan and social finance data both hit record highs for the same period in history, indicating that residents and enterprises dare to invest, which is conducive to economic recovery this year and boosts market confidence, which is good news for A-shares.
At the end of January, the balance of broad money (M2) was 29763 trillion yuan, a year-on-year increase of 87%。Renminbi loans increased by 492 trillion yuan, an increase of 16.2 billion yuan year-on-year. According to preliminary statistics, the increase in the scale of social financing in January 2024 will be 65 trillion yuan, 506.1 billion yuan more than the same period last year.
Fifth, the Year of the Dragon in Hong Kong stocks welcomes the three consecutive yangs! The Hang Seng Index has accumulated **377%, recovering the 16,000 mark; The Hang Seng Tech Index and the State-owned Enterprises Index rose sharply over the same period. 75%；The Nasdaq Golden Dragon China Index rose 431%；FTSE A50 refers to **276%；The Nikkei 225 Index has accumulated **4 for the week31%；South Korea's Kospi rose 109%。
Consumer stocks rose sharply, Hong Kong stocks of film and television concepts continued to rise, real estate stocks also rose across the board, and the medical industry, which had been continuously contrarian, was also strong in the Year of the Dragon**; A50** is close to 2%, so it's off to a good start!