As of **, the Shanghai Composite Index rose 02%, the Shenzhen Component Index rose 027%, the GEM index rose 037%。
The turnover of the Shanghai and Shenzhen stock markets today was 674.2 billion, an increase of 16.6 billion from the previous trading day.
Northbound funds are net **0 throughout the day1.8 billion, of which the Shanghai Stock Connect is net **19.4 billion yuan, Shenzhen Stock Connect net selling 17.5 billion yuan.
In terms of sectors, tourism, airports, robots, highway and railway transportation and other sectors were among the top gainers, while Hongmeng Concept, state-owned assets cloud, data elements, consumer electronics and other sectors were among the top decliners.
The number of *3449 companies, the number of ** families is 1679, the ratio of rise and fall is greater than 2:1, and the bulls have performed and strengthened, but the strength is slightly weak.
Today, after the index was dragged up and retreated by financial, real estate and other weighted sectors in early trading, robots, photovoltaics, energy storage, etc. successively made efforts to support the stock index to reflexively rise. The popularity of the concept of ice and snow consumption continues to spread, driving the collective rise of large consumption sectors such as retail and tourism. Since then, high dividend directions such as coal have strengthened again, supporting the performance of the Shanghai Composite Index. In the afternoon, financial technology, information and innovation have dived, dragging the stock index to turn green for a while, but the new energy track such as photovoltaic and lithium mines in the end of the market made another effort, and the stock index stopped falling and rebounded and closed slightly higher.
It can be said that today's ** has a certain influence of external factors, last night the three major U.S. stock indexes collectively rose, and the Nasdaq soared 22%。The main reason for the sharp rise of the Nasdaq is that at the CES electronics show, Nvidia launched new graphics cards GeForce RTX Superti and 4080 graphics cards, which do not increase the price and greatly improve the performance, which is conducive to the development of personal computer AIPC. As a result, Nvidia's stock price soared 64%, another record high!Similarly, AMD also released its own new products, 7600XT graphics cards and Ryzen 8000G series processors, and the stock price soared 548%。Although Intel also released a series of mobile graphics cards, its performance was relatively average and only rose by 333%。It can only be said that this wave of AIPC foreign investors is still quite optimistic and will bring new development to the industry. The domestic semiconductor sector basically performed very generally today, and did not follow, after all, the current semiconductor blockade is quite powerful, and we can only hope that the domestic semiconductor will catch up as soon as possible.
In addition, the current domestic exchange rate and foreign exchange reserve data are very good, which can be said to support the good development of the entire economy. It's just that this big dye vat is about to become a pool of stagnant water, and it can only be said that there is no confidence. I can't figure out why I don't have faith!
Today's hot plates are still scarce, only the concept of ice and snow tourism, photovoltaics, and robots, which have a high correlation with yesterday. It can be said that several sectors that performed well yesterday are not bad today.
On the one hand, the popularity of ice and snow tourism in the short period is too high, and everyone often brushes it, and the other is that there is no other effective export in the market, and there are too many other plates. It's just that the position of ice and snow is really not low, and I feel that the risk is still not small, so it is recommended that you pay attention to the risk.
Photovoltaic both cost and installed capacity data look very good, and the relevant ** has also begun to perform in the past few days, but there is indeed some negative news recently, such as some changes in the future development of energy storage, which is not very clear at present, and faces some negative factors that suppress valuation. And it is difficult to say how many ** institutions are in it, so it is possible for institutions to save themselves.
As for robots, I think it's still worth mentioning. Today's bots are still doing well. For this sector I think from a recent few days a news said. The research team of Stanford University (Chinese team) launched a two-arm mobile control system Mobile Aloha, which can complete housework such as stir-frying, cleaning, and sorting clothes with a robotic arm at a cost of only 3$20,000. In addition, the Kepler Forerunner series of general-purpose humanoid robots will make their debut at CES in Las Vegas, USA, January 9-12.
Although the cost of purchasing parts for the Stanford team's humanoid robot is only 3$20,000, and only need to be repeated 20-50 times, the robot can learn simple human behaviors such as wiping tables, opening cabinets, setting chairs, etc. But the core part of this advanced operation is Google's DeepMind Lab behind it. Without the results of Google's Deepmind Lab, only 30,000 US dollars of hardware cannot achieve such a complete function, so behind the humanoid robot is not a simple machine material stacking, but the implementation of robot + AI technology, and the further in-depth application of AI technology. Therefore, in addition to chassis, sensors and other components, there is still some room for imagination in the direction of AI technology such as machine vision.
I also saw the relevant display**, it is really shocking, the operation flexibility of the robot is very high, it can already do a lot of daily tasks, and more importantly, it can also achieve the training of new tasks through simple imitation learning, which is simply amazing!The day when humans and robots will live together is getting closer and closer. And it's the daily life of ordinary people, and I feel that there will be a very good company in the field of service robots, so this field is very interesting, and the growth and prospects are simply explosive!
Imagine your life in the future, where a lot of chores can be done for you, and you will have a lot of time to do what you want to do. Those scenes that were previously seen in the movies will soon become a reality in the future.
Therefore, the robot sector, I think it is still very worthy of hype, very imaginative, but there are not many market-related targets at present, and the relevance still needs to be tested by the market, but it is very worthy of everyone's research and attention.
Today, no matter what, A-shares are finally red, and it is a quality red plate, although the increase is not much, but at least it has experienced the crazy sell-off of the bears, and the bulls have held the chassis, looking forward to the continuation of tomorrow, and the bulls should really show it!
Continue to be optimistic about the robot sector tomorrow!Try to avoid ice and snow plates.