1.On March 6, 2024, the disk should have stabilized in the red disk, but I didn't expect it to shrink sharply in the afternoon and accelerate the shrinkage, so that the volume shrank sharply by more than 130 billion throughout the day, and it is no wonder that the red plate cannot be closed under such a large situation. Although yesterday closed the negative line, but from the disc point of view, the overall is the multi-party advantage, 61 sectors are actively long, but as many as 100 shares of the limit, from the perspective of multi-party capital inflow, yesterday's capital entry is increased compared with the previous days, it can be seen that the overall situation yesterday is much better!
Now looking at the sharp shrinkage yesterday afternoon, it is not necessarily a bad thing, the trillion trading volume that lasted for many days was broken yesterday, this is not necessarily a bad thing, in my opinion, the tail market has shrunk sharply, and today it will be a big increase, and the volume will rise sharply.
The weighted sector has been in a state of net outflow in the past few days, and it is a relatively large outflow, so in the next few days, the weighted sector will inevitably usher in a large amount of capital inflow to go long, and the ** plate will rise again.
2.The end of the meeting will be next Monday, and it will begin to return to normal on Tuesday, which is also a key time node for the market to change. So will the market change upwards or downwards next? Let's take a look at the ** index for 5 trading days, and the trading volume of the two cities has exceeded one trillion in a row. In the past few days, domestic capital has smashed the market and run away, the market is bleeding like a river, and the real conspiracy of the main force has created panic washing, that is to say, the chips in the key position of 3000 points have been fully changed, and there is no resistance to the rise of A shares in the future. At present, the 3000-point step has been broken by the bulls, and now it is gathering momentum, and once there is news, it will break out at any time. Secondly, it is now a bullish trend, and an upward breakout is also a follow-up.
3.Due to the surge in demand for AI, both HBM and DDR5 are growing. HBM's performance is 5-6 times greater than that of existing DRAM products; DDR5 is also 15% to 20% higher than DDR4. According to BusinessKorea, citing industry sources, SK hynix expects sales of HBM and DDR5 to double in 2024.
According to market research firm TrendForce, high-end AI chips for high-end AI servers will drive demand for high-bandwidth memory (HBM) in 2023-2024. In terms of market size, the agency expects the global demand for HBM to increase by nearly 60% in 2023 to 2900 million GB, which will grow by another 30% in 2024, and the overall HBM market is expected to reach more than $2 billion in 2025.
4.Recently, the China Securities Regulatory Commission made another move to prohibit brokerages from taking chips, which immediately caused an uproar in the market. So, what's the story behind this?
First, let's understand the background of this regulation. As the regulator of the financial markets, the SFC has always been committed to promoting the transparency and fairness of the market. The brokerage chips are regarded by the majority of investors as a method of market manipulation, which not only damages the interests of the market, but also undermines the healthy development of the market. According to the regulations issued by the China Securities Regulatory Commission, securities firms are not allowed to obtain or use the best chip information in any form, including but not limited to network data mining, hacker attacks, etc., which aims to eliminate illegal behaviors such as benefit transfer and insider trading. This measure has undoubtedly played a positive role in the regulation of the market, making our market more fair and transparent.