Yang Ma continues to release water! The five major news in the early hours of this morning are in full fermentation (217）！
First, Yang Ma continues to release water! Summary of holiday events.
1.Central Bank: RMB loans increased by 492 trillion yuan, an increase of 16.2 billion yuan year-on-year.
2.Central Bank: Monthly monetary ** M2 increased by 8 percent year-on-year7%。
3.Central Bank: The increase in the scale of social financing in January was 65 trillion yuan, 506.1 billion yuan more than the same period last year.
Guided by the smooth credit supply, the market's general expectations for January's social finance data were not high, but the results exceeded expectations. M2 continues to soar close to the 30 billion mark, and the scissor gap between M1 and M2 is narrowing, so it seems that the effect of RRR and interest rate cuts is better. What's more, the property market, which had been worried about the market before, has also begun to stabilize.
Second, it exploded again! Hong Kong stocks continue to strengthen, and the constituent stocks of the technology index are in the red across the board!
Hong Kong stocks exploded very much and continued to rise sharply. At present, the Hang Seng Index has risen by more than 2%, and the Hang Seng Technology Index has risen by more than 3%, and the performance is very strong. At the same time, Hong Kong technology stocks are red across the board, and the A-share technology sector is expected to usher in a sharp rise after the holiday**.
Three, it was completely blown up! Witness history again!
OpenAI has launched a new technology and released the **large model Sora, which has evolved to the point where it can directly generate highly realistic ** through text descriptions, not only animation. To put it simply, it is the further development of AI technology, which is good for artificial intelligence and semiconductor chips. At the same time, the global semiconductor sector has also continued to rise sharply, which is a blockbuster positive for A-share technology stocks.
Fourth, at least 12 broad-based ETFs have lowered their fees, and scale expansion and profit-giving customers are moving in the same direction. Now the funds of the national team to save the market are through the first broad-based ETF, the scale of the broad-based ETF is constantly increasing, and the broad-based ETF is synchronous with the index, so the management cost will not increase with the increase of the scale, so the fee reduction and profit concession has become the general trend of the industry, and the management fee of the broad-based ETF in the past is 045%, plus 015% escrow fee, the total cost for a year is 06%, now management fee 015%, custody fee 005%, the fee is equivalent to only one-third of the previous one, which greatly reduces the holding cost of ** holders. From the perspective of medium and long-term investment, the current broad-based ETF is the most suitable variety for long-term investment by the people, and if the proportion of broad-based ETF is getting higher and higher, then the stability of A-shares will be better and better.
5. According to IDC**, the scale of China's intelligent computing power will continue to grow rapidly, and it is expected that the scale of China's intelligent computing power will reach 1271 by 20264eflops, with a compound growth rate of 52 in the next five years3%。China also has a strong strength in the field of artificial intelligence, especially on the application side, but it is subject to the restrictions of the United States on us, which has affected the development progress to a certain extent, and then which field is strong in China, which field is restricted by the United States, so domestic artificial intelligence companies are not willing to disclose the progress of research and development. If the market sentiment recovers after the holiday, then the artificial intelligence sector is likely to usher in a wave of supplementary gains.