February** Dynamic Incentive Program
1.Artificial Intelligence (AI):OpenAI has released a generative model called SORA, which has become a hot topic recently!
According to Guotai Junan's point of view, sORA's technical foundation provides strong support for continuous iteration and the implementation of artificial general intelligence (AGI).Marks a further development in the field of AIRelated concept stocks are expected to strengthen;
2.Optical Module:Altman, the founder of OpenAI, plans to raise trillions of dollars to expand AI computing infrastructure such as GPUs.
According to Altman, the global demand for AI infrastructure has far outstripped current construction plans.
Guosheng** pointed out that in the long run, the demand for computing power may continue to exceed our imagination. Therefore, it is a feasible solution for OpenAI to build its own computing power industry chain and enter the infrastructure field.
3.Chip:ARM recently released its fourth quarter 2023 earnings reportOverall revenue increased by 13% year-over-year8%, up to 8$2.4 billion.
The company expects median revenue for the first quarter of this year to increase by 38% year-over-year, beating market expectations. ARM's share price was significantly more than 48% after the results were announced.
The Spring Festival holiday is over, and the market is about to start on Monday!
At present, the market sentiment is high, mainly due to the sharp rise in the peripheral market during the holiday!
Hong Kong stocks ushered in three consecutive days in the new Year of the Dragon, and the Hang Seng Tech Index rose 689%。
What's even more exciting is that there is not a single ** among the constituent stocks of the three major stock indexes, which undoubtedly injects strong confidence into the market.
The performance of the external market is also excellent, whether it is US stocks or Japanese stocks, the momentum is like a rainbow!
In addition, during the Spring Festival holiday and the Lunar New Year holiday, most of the global stock indexes**, China's travel ** increased significantly, the consumption heat continued to increase, and the implementation of the urban real estate financing coordination mechanism was also accelerated.
The market is basically positiveIn the new year, the newcomer takes office, and this time ** will regain 3000 points!
After the risk was quickly cleared at the beginning of the year, the market will come out of the repairAt least until the second meeting, there should be no problem to be bullish and long.
As for the trend after the second meeting, we still have time to observeIn any case, the market is likely to go a decent way
The probability of a good start after the Spring Festival holiday is usually higher.
There are also some new changes this year, including the pre-holiday panic freezing point**, restrictions on short-selling and other positive factors. During the holiday season, the peripheral market is generally short-squeezed**.
Based on these circumstances, we have reason to believe that the opening is a certainty!
Next Monday's market will definitely get off to a good start, and it may show the momentum of squeezing short in the form of opening high and moving high.
Judging from the performance of the Hang Seng Index in the Year of the Dragon in the past, in 1976, 1988, 2000 and 2012, the Hang Seng Index recorded a certain degree of growth on the first trading day and throughout the yearIn 1988, it recorded a 33% increase for the whole year.
Since the Hang Seng Index has been ** for 4 consecutive years,Many industry insiders said that regardless of the valuation and macroeconomic environment, it is still worth looking forward to the Hang Seng Index to record an increase in the Year of the Dragon.
As long as the trading volume of the market remains above 900 billion, and the adjustment does not fall below the short and medium term, then after the short-term adjustment, the market is expected to continue to strengthen!
The short-term adjustment should not be the first upward trend, the most difficult time for the current market has passed, in the protection of the mysterious funds, under the appointment of newcomersThe first half of the year is still expected to be stronger!