Today, the CSI 300 index closed up +191%；The CSI 2000 Index closed up +412%。Yesterday ICU, today KTV. Judging from the trend, the CSI 300 index has been consolidating recently; The CSI 2000 index, after yesterday's adjustment, was repaired. These two major indices, compared with April and May 2022, are more instructive and referenced. In a word, whether it is the CSI 300 index or the CSI 2000 index, the general trend is ultimately upward. (Two charts before and after, compare the trend).
5 boards: Dongfang Precision (robot + NVIDIA).
4 boards: Tianyong Intelligent (robot + hydrogen energy).
3 boards: Sichuan Jinding (hydrogen energy), Anel (computing power), Huiyuan communication (optical module).
2 boards: Tech-Long (robot), Compton (hydrogen energy), Hongtao (hydrogen energy), Jingcheng (hydrogen energy), Tianyuan Intelligent (hydrogen energy), Shenchi Electromechanical (automobile), Huazi Industrial (finance), Jiuding Investment (finance), Dongyi Risheng (AIGC).
Zhenyang Development (Hydrogen Energy, 800 million) Evergrande High-tech (Hydrogen Energy, 1 billion) Nar (Hydrogen Energy, 1.2 billion) LBT (Hydrogen Energy, 1.4 billion) Yongan Xing (Hydrogen Energy, 1.6 billion) Huifeng (Hydrogen Energy, 1.8 billion) Taishan Petroleum (Hydrogen Energy, 2 billion) Kangsheng (Hydrogen Energy, 2 billion) Quanchai Power (Hydrogen Energy, 2.2 billion) Kailong (Hydrogen Energy, 2.4 billion) Aerospace Engineering (Hydrogen Energy, 2.9 billion) Kemet Gas (Hydrogen Energy + Photoresist, 3 billion) Yunnei Power (hydrogen energy, 3 billion) Xiongtao shares (hydrogen energy, 3.2 billion) Haima Automobile (hydrogen energy, 4.5 billion) Snowman shares (hydrogen energy, 4.5 billion) Yangmei Chemical (hydrogen energy, 4.8 billion) Meijin Energy (hydrogen energy, 18.1 billion).
Huaya Intelligent (semiconductor, 1.1 billion) Tianjian Technology (chip, 1.3 billion) Jinghua Laser (lithography machine, 1.3 billion) Parsons Brinckerhoff (chip, 1.4 billion) Yaxiang Integration (chip, 1.4 billion) Highly (lithography machine, 2.5 billion) Dongfang Intelligent Manufacturing (chip + intelligent logistics, 2.6 billion) Wenyi Technology (advanced packaging, 2.7 billion) Jianghua Micro (photoresist, 3.1 billion) Infront Micro (chip, 3.4 billion) Xuguang Electronics (lithography machine, 3.7 billion) Optoelectronics (lithography machine, 4 billion) Jacques Technology (photoresist, 13.5 billion) Zhangjiang Hi-Tech (lithography machine, 15.2 billion) Ninestar (chip, 21.1 billion) Ziguang Guowei (chip, 45 billion).
Wiltai (automobile, 1 billion), Hanma Technology (automotive + hydrogen energy, 2.7 billion), Beite Technology (automobile, 2.8 billion), Jiangling Motors (automobile, 4.3 billion), Zotye Automobile (automobile, 8.3 billion), Wanfeng Aowei (flying car, 10 billion), Cialis (automobile, 70.6 billion).
Gauss Bell (satellite navigation, 900 million), Fiberhome Electronics (communication, 2.4 billion), 3D communication (communication, 4.3 billion), Sichuan Kyushu (satellite navigation, 5.1 billion), Zhongbei communication (communication, 8.2 billion), Accelink (optical module, 13.9 billion).
Kechuan Technology (consumer electronics + optical module, 1 billion), Furong Technology (consumer electronics, 1.9 billion), Furi Electronics (consumer electronics, 2.4 billion), Visionox (consumer electronics, 7.3 billion), O-film (consumer electronics, 19.8 billion).
Holley shares (Hongmeng, 1.4 billion), Guoxin Culture (multimodal, 3.3 billion), contact and interaction (AI e-commerce, 4.3 billion), Xinyada (AIGC, 6 billion).
Yuejian Intelligent (robot, 1.1 billion), Aishida (robot, 1.6 billion), Mingzhi Electric (robot, 8.9 billion).
East China CNC (industrial machine tool, 1.9 billion) Yujing Co., Ltd. (industrial machine + photovoltaic, 1.9 billion) East China Heavy Machinery (industrial machine + photovoltaic, 2.4 billion).
Sinovatio (computing power, 3.1 billion), high-tech development (computing power, 12.2 billion), and Tsinghua Unisplendour (computing power, 37 billion).
Royal Silver Co., Ltd. (digital currency, 2.8 billion), Jida Zhengyuan (digital currency, 2 billion), Zhongkesoft (Hongmeng, 12.1 billion).
Hongda New Materials (Silicone, 800 million), Guochuang High-tech (Silicon Materials, 1.3 billion), Kangxin New Materials (New Materials, 1.8 billion).
Fleite (photovoltaic, 800 million) Dingjide (photovoltaic, 1.7 billion).
Piano (furniture, 900 million), Jinfeng Liquor (rice wine, 2.4 billion), and Shengguang Group (media, 8.3 billion).
After the reshuffle, two hot topics broke out, one is hydrogen energy and the other is semiconductors. Sichuan Jinding, as a leader in hydrogen energy, missed out yesterday. The subject matter is on the rise, and it has a position advantage, and the leading position is clear, and it can't be missed anymore. Of course, one into two, but also chose the capital shares, even the board shares are better, and the theme is pure. Tomorrow, hydrogen energy can continue to do supplemental arbitrage, and this model has been effective recently.
Semiconductors are what we will focus on tomorrow, and there will be a leader. Hydrogen energy and semiconductors are very likely to become the two main lines of the price limit.
Recently, the car has not come out, and there are no highlights in these bus tickets on the first board. Communications, consumer electronics, but worthy of attention. Huiyuan Communication, the opening of the kill, and then the rise of the plate, the intraday once again pulled up the board, whether it can become the leader, depends on the subsequent performance of the plate.
AI, robots, industrial machine tools, computing power, etc., these old themes, there is no need to pay attention to and participate. If there is a second wave, the market will give a signal, that is, in the first board, related themes will break out again. At present, the price limit is occupied by hydrogen energy, semiconductors, communications, etc., and there is no such possibility in the old theme.
It is not easy to review, welcome new and old friends, like and reward. For further analysis, see tonight's Tencent Meeting.