On Tuesday, despite the **commonality** abroad, the two cities of Carlin **fell to around 3022 points in the first session. Subsequently, blue stocks such as banks and electricity were released, driven. The market suffered losses, and foreign capital turned from inflows to inflows, but domestic capital retreated sharply. Nearly 30 billion yuan, ** generally fell two states, supported by the concept of crude palm oil reproduction, disperse dyes, cat food, and aquatic products; Sectors such as sand control and medical waste disposal led the decline, while AI mobile phones, flying cars, knowledge payment, quantitative technology, intellectual property, scarce resources, chicken, China, TETRA, and old markets were among the top gainers. The price limit of the two cities, 4 ** fell below the limit, and the trend of the GEM is basically synchronized with the main board.
In yesterday's morning article, we provided you with three pieces of information that we recommend you pay attention to yesterday: exceeding expectations, **on the contrary**. If expectations are met, there will be fluctuations. Three facts: GDP 5%, fiscal deficit 325%, and the local debt is 4 trillion yuan. As a result, yesterday morning's report announced GDP growth of around 5% this year, which is exactly in line with the data we recommend to watch. The fiscal deficit was around 3%, slightly lower than expected, and the local debt was 39 trillion yuan, also slightly lower than expected, although the schedule is back, but judging from yesterday's preparations, it has been resolved, especially Moutai, Ping An, in a wide range of business and other aspects have risen. You are not allowed to fall! At this stage, no one dared to do whatever they wanted, so, after the removal of banks and electricity, the market ended up with *** This point our analysis accurately shows.
According to sources, since the beginning of this year, mobile phone manufacturers have increased the research and development and application promotion of AI technology. Manufacturers from OPPO to Meizu have announced that they will fully invest in the AI field and plan to launch more valuable AI applications. The industry defines 2024 as the "first year of AI mobile phones", and it is expected that generative AI will be widely used in mobile devices in the future. This drove yesterday's significant increase in AI in the mobile phone space. Four new materials touched the 20cm limit, Furong Technology set a record for 4 consecutive times, TD Tech Optics touched the daily limit, and Xidi Micro, ArcherMind Technology and other related ***. The hype in this space is actually still a continuation of AI: the end of AI is a new industry, and it arrived yesterday. In this field, everyone is at risk.
The second strongest part on Tuesday was flying cars. The vertical electric aircraft carrier recently set a new record for bookings, with 2,850 units on order, according to the U.S. flying car startup. Musk's company is the main investor behind it. This is pushing the sector to strengthen yesterday, Jindun shares once hit the 20cm limit, Guangyang Gong, Wanfeng Aowei, Xingyuan Zhuomei and other related ** are substantial**. In a weak market, everyone will try to chase the rally.
Although the number of ** on Tuesday did not appear obvious**, it obviously could not **, and the increase was also a little weak, because the ** of the two cities ** exceeded 4,000, **the number was small. More than 1,000! Wanting to buy a tree is a bit like winning the lottery! The main reasons for the weakness of the market:
First, waiting for the first favorable policy release of all parties at the conference, the future of the industry, artificial intelligence, quantum technology and other technology stocks will play a pivotal role. The production and sales of new energy vehicles account for more than 60% of the global total. To share the market, new growth points are needed;
Second, it is an external correction, the Hong Kong Sensheng Index fell more than 3% intraday, and the Sensheng Technology Index is now hanging at 435%, which has a certain impact on the ** trend;
Third, major historical events have been stabilized and are waiting for financial opportunities. However, Tuesday's move also suggests that the common in the market should be protected, so it will not be large intraday.
Therefore, starting today, everyone should pay attention to fighting and withdrawing at the same time to prevent the fall after the meeting.