First, the situation of the disk
The three major indexes opened low and strengthened throughout the day, the market rose generally, and the money-making effect exploded. Today's themes are more active in hydrogen energy, chip semiconductors, new industrialization, consumer electronics, etc.
Second, market sentiment data
1. Turnover: The turnover of the Shanghai and Shenzhen markets was 1,052.6 billion, a decrease of 304.1 billion from the previous trading day, and the northbound funds were net 16.6 billion throughout the day.
2. The actual number of up limits is 106, the actual number of down limits is 1, and the sealing rate is 83%.
3. The number of ** is 4989, **95.
Third, the leading promotion
5 plate area. 1) Dongfang Precision - New Industrialization + A** Robot + NVIDIA Concept.
4 plates. 1) Tianyong Intelligent - New Industrialization + Robot + New Energy Vehicle.
3 board area: 1) Huiyuan communication - optical module + 5G
2) Sichuan Jinding - cement + state-owned enterprise reform.
3) Anel - Computing power, 2 board area (10):
1) New power - hydrogen energy.
2) Hongtao shares - hydrogen energy + control to be changed.
3) Tian Yuan Intelligent - Hydrogen Energy + New Industrialization + Sub-IPO.
4) Jingcheng Co., Ltd. - hydrogen energy + state-owned enterprise reform.
5) Compton - Hydrogen Energy.
6) JD Capital - Equity Participation in Finance + Real Estate.
7) Shenchi Electromechanical - auto parts + energy storage.
8) Dongyi Risheng - artificial intelligence + decoration furniture.
9) Tech-Long - Robotics + New Industrialization.
10) Chinese-funded industrial - food and beverage + shareholding brokerage.
Reverse packet. 1) East China Heavy Machinery - Robot + New Industrialization + Industrial Machine Tool, 4 Days 3 Boards, 2) East China CNC - New Industrialization + Industrial Machine Tools, 4 Days 3 Boards, 3) Hanma Technology - Hydrogen Energy + Automobile + Bankruptcy Reorganization, 7 Days 6 Boards 10 Days 8 Boards, 4) Aishida - A** Robot + New Industrialization, 6 Days 5 Boards, 5) High-tech Development - Huawei Kunpeng + Chip + State-owned Enterprise Reform, 3 Days 2 Boards 10 Days 7 Boards, 6) Unisplendour Co., Ltd. - Computing Power + Chip + Nvidia Concept, 3 Days 2 Boards, 7) Ziguang Guowei - chip, 3 days 2 boards, 8) Mingzhi Electric - humanoid robot, 3 days 2 boards 5 days 3 boards, 9) Kangxin New Materials - new industrialization + carbon neutrality + state-owned enterprise reform, 3 days 2 boards,Fourth, the main theme analysis:
1. Robot: The opening sentiment is weak, and the turning point is on the old dragon to come to the electromechanical, in the last few seconds of the opening bidding, the fall limit is eaten, and it is directly pulled up after the opening, laying the emotional repair. But today's promotion rate is not high, but fortunately, in addition to the highest board of Guomai Culture and Huayang Lianzhong, they are all mild broken boards, and almost all of them have given a good premium, so the mood is okay. Tomorrow, the relay mood will be further repaired.
Yesterday's live broadcast made it clear to you: from the point of view of the node, due to the poor feedback of the high standard, the new ** core, it is expected that it may be produced from a low position, considering the height of the gram, the current 3 boards and below, out of the initiative driven, should pay more attention to that is, in yesterday's 2 boards, 3 first boards, today it is obvious that Shenchi and Tech-Long began PK in the morning call auction. Wait and see, who will make up for the final increase?
2. In the direction of semiconductors, one of the news is that the International Semiconductor Industry Association (SEMI) and TechInsights recently pointed out that the sales of electronic products and ICs will increase in the fourth quarter of 2023, and the global semiconductor manufacturing industry is expected to recover in 2024. The other is the report of the Bald Eagle think tank that we have made great progress in chips. There are 24 plates, the daily limit of Zhangjiang Hi-Tech in the Chinese Army, and the small ticket Aishida leads the rise in 6 days and 5 boards by virtue of the chip attributes, and the rest are all the first boards.
3. In the direction of hydrogen energy, the plate has performed yesterday, but the follow-up has fallen a lot, and there is a differentiation in early trading this morning, but the plate has returned sharply in the afternoon, and the batch limit is limited. One is that Shandong is exempt from high-speed tolls for hydrogen vehicles installed in the province; One is that Haima Motor announced the demonstration operation of hydrogen fuel cell vehicles in small batches; The other is that Foshan Nanhai issued the "Implementation Plan for Building a 100 Billion Industrial Cluster for Hydrogen Energy and Ammonia-Hydrogen Fusion Equipment Manufacturing in Nanhai District, Foshan City (2024-2030)". The plate has a daily limit of 29 today, Tianyong Intelligent Earth and Sky Board, 4 boards have become space boards, Sichuan Jinding has changed hands 3 boards, Compton, Hongtao shares, Tianyuan Intelligence, Beijing shares and new power 5 2 boards, the first board 22, the plate echelon is sound, it can be said that on the basis of yesterday, there has been a strengthened development. At present, judging from the 10-day increase, the new power is the first, followed by Tianyong Intelligence, and then Sichuan Jinding.
Fifth, the market summary:
1. I told you yesterday that the bull market is not over, and today's market is as scheduled, and the current market prefers the technology line, focusing on the trend of core capacity tickets such as computing power and chips, which is the battlefield of big money. This is also the main line of the moment, and in last night's live broadcast, I have helped you sort out the main line and the logic of the rising dragon.
2. Among the 106 daily limits today, there are only 15 even board tickets, and only 5 above 3 boards, the space of the board has dropped to the height of 5 boards, and the two 8 boards have negative feedback, and the relay divergence is still continuing. Yesterday's live broadcast made it clear to you: from the point of view of the node, due to the poor feedback of the high standard, the new ** core, it is expected that it may be produced from a low position, considering the height of the gram, the current 3 boards and below, out of the initiative driven, should pay more attention to that is, in yesterday's 2 boards, 3 first boards, today it is obvious that Shenchi and Tech-Long began PK in the morning call auction. Wait and see, who will make up for the final increase?
3. Yesterday's expectation was today's weak repair, but I didn't expect the direct anti-package to be beyond expectations, some of the wrong kills yesterday, today's performance is not bad, and Hanma Technology is even more of a sky. But yesterday's sell-off is not fully digested today, and tomorrow's unbundled funds may still cause a certain amount of selling pressure, but ** should be stable, and small and medium-sized tickets will most likely continue to repair tomorrow.
Sixth, the operation strategy of the market outlook
Yesterday I said that the rush does not mean that the ** is over, on the contrary, it is the opportunity to pick up people in reverse, and the opportunity I said yesterday is all fulfilled today:
1. The national culture and Huayang Lianzhong in the high standard, the concept of Wensheng **, a direct wave.
2. In the past, after the big disagreement between the high and high standards, the funds will be cut high and low, this time there is no high and low cut, but there is a stock market crash, so tomorrow's extreme nuclear button ticket can be a game against the nuclear earth and sky board, yesterday's live broadcast also reminded everyone, who fell first, who first **, today's anti-nuclear Lanke, 263, have stopped falling.
3. If you kill by mistake today, you will be counter-packed tomorrow. There are a lot of anti-packages today, and some strong ones are listed in the above anti-packages, so you can pay more attention.
4. The leading players can play the dragon tangle and make up the dragon, today the dragon is already in the game, and the dragon has basically stopped falling, the spring of the leading players is coming, I don't know how to do the dragon tangle and dig the dragon, I want to come to the live broadcast room at 10:30 in the evening to learn.