This week, the overall performance of A-shares is strong, the trading volume of the two cities has exceeded one trillion for three consecutive days, and the market has a strong long-term sentiment, and next week will be very critical.
It happened that several major events broke out over the weekend, and the U.S. stock market also collectively **, and it is expected that A-shares will continue tomorrow**.
Next, Brother Hou will also explain to you several major events of the weekend:
First,The S&P and Nasdaq continued to hit record highs, and the market capitalization of Nvidia** stood above $2 trillion for the first time
NASDAQ index**114% hit a new all-time high, the S&P 500 index also hit a new all-time high, and of course, what is more eye-catching than the index is that the AI leader** continues to rise, of which AMD rose 526%, the stock price exceeded $200, Nvidia also rose 4%, the market value exceeded $20,000, and the fourth-quarter financial report of AI server leader Dell exceeded expectations, and it rose 3162%！
It is expected to be a great stimulus for tomorrow's AI computing power and server direction.
Second,The Action Plan for Promoting Large-scale Equipment Renewal and Trade-in of Consumer Goods was reviewed and adopted
Comments: At the moment when the real estate is sluggish, promote the renewal of new first-scale equipment and the trade-in of consumer goods to give the current national conditions.
Judging from the preference of A-share themes, it is goodIndustrial machine tools, new industry, household appliances, intelligent logistics, automobiles and other sectors!
Third,The People's Bank of China (PBOC) instructed major payment institutions to increase the limit for a single transaction of mobile payment by foreign visitors to China from US$1,000 to US$5,000.
Comments: It turns out that foreigners come to China, with a limit of $1,000 per transaction, and a maximum of $10,000 can be transferred annually. There are such strange regulations, why should people be restricted from spending money?
After the central bank's statementThe problem of foreigners spending money in China should be solved soon. But the problem of inconvenience of spending money should also be solved as soon as possible!
From the perspective of A-share theme preference,This is good for cross-border payment and POS machine concepts.
Fourth,The U.S. plans to investigate electric vehicles made in China, which is negative for new energy vehicles.
Fifth,Ministry of Agriculture and Rural Affairs: The national target for the normal number of sows that can reproduce will be adjusted from 41 million to 39 million, which is good for the pork sector.
Sixth,The National Data Bureau and other three departments jointly studied and improved the transmission efficiency of the "Eastern Data and Western Computing" network.
Comments: After the State-owned Assets Supervision and Administration Commission emphasized the acceleration of the construction of a number of intelligent computing centers last month, the three departments jointly emphasized the "upgrade" of the Eastern Data and Western Computing Project, and the domestic computing infrastructure is expected to usher in a new development.
From the perspective of the preference of A-share themes, it is good for concepts such as eastern data and western computing, computing power servers, etc.
Seventh,Zheng Shajie, director of the National Development and Reform Commission, investigates the development of the artificial intelligence industry in Beijing.
**Investigate the development of the artificial intelligence industry in Beijing, communicate with research institutions and enterprises such as KLCII, 4Paradigm, Baichuan Intelligence, etc., and encourage everyone to take the initiative to comply with the trend of scientific and technological revolution and industrial transformation, strengthen technology research and development, expand industry empowerment applications, and accelerate the high-quality development of China's artificial intelligence industry.
Good for the AI artificial intelligence industry chain.
Eighth, Shenzhen released the "2024 Action Plan to Support the Development of Open Source HarmonyOS Native Applications".
It is proposed that the number of Hongmeng native applications in Shenzhen will account for more than 10% of the national total by 2024; Encourage qualified enterprises to expand the outsourcing business of HarmonyOS native application development services, and reach the goal of 500,000 HarmonyOS developers.
This year is the first year of the original HarmonyOS, and Shenzhen's release of supporting documents will further accelerate this process.
Judging from the preference of A-share themes, Huawei's Hongmeng concept is expected to be stimulated.
In short, don't expect too much from the index next week, but judging from the weekend news, there are more stimulus news in the direction of artificial intelligence, computing power, cross-border payment and other science and technology, and the direction of big technology is expected to continue to strengthen.
What do you think about this? Welcome to communicate in the comment area!