1.According to a research report released by the agency, the first quarter of 2024 is the most difficult moment for the fundamentals of the real estate market, but it is also the moment to welcome the policy turnaround. It is believed that various policies on the demand side are expected to be implemented one after another around the Spring Festival, and the operating cash flow of mainstream enterprises will continue to flow netly. Under the assumption that housing prices will stabilize, the current real estate blue chips have been significantly undervalued. Real estate has been falling for a week, coupled with the blowing of institutions, today's trend is not bad, ranking in the forefront of the two cities. However, real estate can not drive the confidence of the market, even if it is pulled, the over-the-counter funds are estimated to be wait-and-see. Significantly higher and lower.
2.According to the data, on January 31, the financing balance of the Shanghai and Shenzhen stock markets hit the largest single-day "shrinkage" in nearly a year and a half, down nearly 20 billion yuan from the previous trading day to 14,9942.4 billion yuan, falling below 1 for the first time since mid-September last year5 trillion yuan. If the market continues to decline in the short term, the risk of liquidation of financing customers really needs to be paid attention to, so the future trend of A-shares** is very important. If it doesn't rise again, the financing market will be in danger, so the market has reached the point where it must be saved.
3.Nvidia has begun accepting dealers to pre-order a new H20 China-specific artificial intelligence (AI) chip, which is priced on par with rival products such as Huawei, according to people familiar with the matter. It was revealed that Nvidia's orders for H20 distributors in China are priced at $12,000 to $15,000 per card. One of the sources said some distributors had started advertising the chips,** about 110,000 yuan ($15,320). By comparison, the Huawei 910b is priced at about 120,000 yuan, according to two sources. Seriously, it's a shame for us to use a continuously castrated product. However, domestic products are not able to meet the needs for the time being, so they can only swallow their anger first.
4.Looking at the list of gainers, tourism hotels, banks, real estate, consumption, etc. are among the top gainers. It's basically a defensive sector, so the market can't see hope. On the list of decliners, new energy, robots and other sectors that were slightly better yesterday were in the front, and the ** in January continued in February. Without great benefits, the market will have to toss for a long time.