On Tuesday (January 9), the three major indexes in the market all day were small, and the Shanghai Composite Index rose 02%, the Shenzhen Component Index rose 027%, the GEM index rose 037%。The Shanghai Composite Index once hit a new low during the session. On the disk, tourism, ice and snow industry concept stocks continued to be active, and outdoor products concept stocks strengthened in the afternoon. Robot concept stocks rose sharply at the open, and new energy track stocks such as photovoltaics and lithium batteries were once the best. In terms of information, the concept of information and innovation stocks fell into adjustment, and China's software was close to the fall limit. Overall, there were more than 3,400 stocks in the whole market, with a turnover of 674.2 billion in Shanghai and Shenzhen, an increase of 16.6 billion from the previous trading day. 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. 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.
The popularity of ice and snow tourism on New Year's Day** continues to rise:Data shows that Harbin received 304 tourists during New Year's Day this year790,000 person-times, a year-on-year increase of 4414%。Achieve a total tourism income of 591.4 billion yuan, a year-on-year increase of 79192%, the number of tourists received and the total tourism revenue reached a historical peak. In addition, according to the research of the joint research group of China Tourism Academy and Ctrip, from November 1 to mid-December 2023, China's ice and snow tourism free travel increased by 46% compared with the same period in 201937%。Overall, it is good for the ice and snow tourism sector.
The main targets of the snowball products are the CSI 500 and CSI 1000 Index, which are at risk of knock-inAccording to the peer research report, the average knock-in point of the CSI 1000 Index is 54048 o'clock, and 25% safe space; In terms of the CSI 500 Index, the average knock-in point of the snowball of the 70% knock-in line is 4574At 56 points, the safe space is relatively large, about 13%. If a large-scale knock-in occurs, it may trigger the hedging end to sell the stock index** for hedging, which is not conducive to market stability.
The Ministry of Industry and Information Technology recently issued the "Guidelines for the Construction of National Automotive Chip Standard System".It is proposed that by 2025, more than 30 key standards for automotive chips will be formulated, basic requirements such as environment and reliability, electromagnetic compatibility, functional safety and information security will be clarified, and technical specifications for key products and applications such as control, computing, storage, power and communication chips will be formulated, and matching test methods for vehicles and key systems will be formed to meet the basic needs of safe and reliable applications and pilot demonstrations of automotive chip products. By 2030, more than 70 standards related to automotive chips will be formulated, and the general requirements for basic general, product and technology applications and matching tests will be further improved, which will generally benefit the computing power of new energy vehicles and autonomous driving.
According to TrendForce research:Although the demand for NAND Flash in the traditional off-season is showing a downward trend, buyers continue to expand the purchase of NAND Flash products to establish a safety stock level, and in order to reduce losses, it is imperative to push the ** grid, and it is estimated that the contract price of NAND Flash in the first quarter of 2024 will increase by about 15 20% quarter-on-quarter. In order to reduce losses, the original NAND Flash factory has sharply pulled up the first increase, but due to the high increase in the short term, the pace of demand cannot keep up, and the follow-up **sector** needs to be determined according to the change in demand.
Nvidia introduced the latest advancements in its **atar Cloud Engine technology::Seth Schneider, Senior Product Manager at ACE, shows a conversation between a gamer using Ace technology and an AI NPC (non-playable character). In the demo clip, Schneider is able to have a smooth, natural conversation with the NPCs in the game. NVIDIA's ACE technology can allow players to have natural and non-repetitive conversations and interactions with NPCs and NPCs, making game NPCs more intelligent, and overall benefiting multimodal GPT models.
According to the financial statistics and social financing data for November 2023, China's RMB loans increased by 109 trillion yuan, a year-on-year decrease of 136.8 billion yuan, and the uncertainty of the social finance data market in December may cause market concerns. In the medium term, with the implementation of domestic policies, major projects in many places have started construction intensively, and infrastructure investment has continued to grow steadily. The market is still expected to find a bottom support and a restorative moveIt is believed that in the area of the bottom allocation and the window of attention to the dip, it is recommended that investors can pay moderate attention to the direction of high dividends and low volatility of dividends on the one hand, but they should pay attention to the current trading congestion at a high level. In the long run, the allocation opportunities of the market in 2024 are expected to be better than those in 2023, and it is recommended to pay attention to the combination of economic recovery and bonus assets in the next 3-6 months. In the short term, the weight has recently stabilized, and it is recommended that investors do not need to be too pessimistic and falling, and can pay moderate attention to technology, automobiles, services, medicine, etc.
Risk factors: global recession risk, regional economic crisis, lower than expected domestic policy effect; escalation of global geopolitical conflicts;
1. The University of Berkeley and Google Deepmind team collaborated to launch a home robot, and its demonstration ** became more popular
On January 4, the research team of Stanford University released the latest results of the Mobile Aloha training system, which shows that the two-arm wheeled robot can perform more than 50 housework such as opening kitchen cabinets, washing pots, frying shrimp, cooking, cleaning, sorting clothes, and setting **, symbolizing that the two-arm wheeled service robot is rapidly maturing with the blessing of AI technology.
At the China Ice and Snow Tourism Development Forum, Harbin Ice and Snow World was recognized as the world's largest ice and snow theme park
On December 31, 2023, the annual passenger throughput of Harbin Taiping International Airport was 2,08050,000 passengers, doubling year-on-year and hitting a record high. Due to the ice and snow tourism boom, especially the impact of the significant expansion of remote markets such as East China and South China, Harbin has received a total of 304 tourists during the 3-day New Year's Day holiday in 2024790,000 person-times, achieving a total tourism income of 591.4 billion yuan, all reaching historical peaks. 
1.Deeply promote the party's self-revolution and resolutely win the fight against corruption, a protracted battle - the important speech of the general secretary at the third plenary session of the 20th ** Commission for Discipline Inspection aroused enthusiastic responses;
1. Unswervingly carry out the party's self-revolution to the end;
China's annual purchase of grain exceeded 800 billion catties;
The annual national railway passenger and freight volume reached a record high;
The annual delivery business volume of China's postal industry exceeds 160 billion pieces;
5. China Eastern Airlines' C919 large aircraft began to fly the second regular commercial route;
6. Israeli army claims to have found a ** production base of Hamas in the Gaza Strip Palestinian armed group says it fired rockets at Israel A senior commander of Allah in Lebanon was killed in Israeli attack;
7. Apple has confirmed that its mixed reality headset will begin shipping on February 2, with pre-orders starting on January 19.
Tesla delivered 654888 vehicles in the U.S., up 25 percent year-over-year4%, and its market share rose to 420 percent, surpassing Volkswagen for the first time ever, which had a market share of 4 percent in the U.S. last year1%。
Sichuan Investment Energy: Estimated net profit in 2023 is 440.3 billion yuan, a year-on-year increase of 2526%
Guiguan Power: Estimated net profit in 2023 is 113.4 billion yuan-123.4 billion yuan, down 6155%-64.66%
Ouma Software: Net profit in 2023 is expected to increase by 46% year-on-year42%-58.46%
Shenzhou Taiyue: Net profit in 2023 is expected to increase by 53% year-on-year17%-71.62%
Xinruida: Net profit in 2023 is expected to increase by 50%-75% year-on-year
COSCO Shipping Holdings: The net profit is expected to be 238 in 20235.9 billion yuan, down 7825%
Qin'an shares: net profit in 2023 is expected to increase by 37% year-on-year95%-54.5%
Kangtai Biological: It is expected to make a profit of 8 in 2023500 million yuan-9500 million yuan year-on-year turnaround.
China Industrial International: Net profit in 2023 is expected to increase by 1 year-on-year79%-7.78%
Guizhou Sanli: Net profit in 2023 is expected to increase by 42% year-on-year58%-52.77%
Dashi Intelligence: It plans to set up a subsidiary in Malaysia to engage in smart space products and other businesses.
University of Technology Hi-Tech: The contracted project was selected as an innovative pilot application case of the industrial Internet platform.
Baiyunshan: The subsidiary's gliclazide tablets passed the consistency evaluation of generic drugs.
Healthy Yuan: Compound ipratropium bromide solution for inhalation was approved for drug registration in the Philippines.
Changchun High-tech: Recombinant human follicle-stimulating hormone injection obtained the drug registration certificate.
Lukang Pharmaceutical: nystatin passed the consistency evaluation of generic drugs.
Jiudian Pharmaceutical: PDX-06 clinical trial approved No product has been approved for marketing at home and abroad.
Huahai Pharmaceutical: The generic drug application for paroxetine sustained-release tablets in the United States was approved.
Jiangsu Wuzhong: Cilostazol tablets passed the consistency evaluation of generic drugs.
Ripu Biotech: Signed a cooperative development agreement with Shenji Biotech for feline HCPC quadruple mRNA vaccine.
Shanghai Construction Engineering: The subsidiary won the bid for 475.3 billion yuan Shanghai Jinding office and commercial new project.
Commodity City: It is expected that the net profit in 2023 will be 26500 million yuan-27500 million yuan, a year-on-year increase of 140%-149%.
Longjian shares: won the bid 77.8 billion yuan highway reconstruction and expansion project.
Chengda Pharmaceutical: It is planned to repurchase shares for 30 million yuan to 60 million yuan ** not more than 38 yuan per share.
Xinhua shares: proposed joint venture company 1900 million yuan to build a 20,000-ton electronic grade isopropanol project.
Puli Pharmaceutical: Acyclovir sodium injection was approved for marketing in the United States.