U.S. stocks suddenly fell sharply due to the impact of economic data, and the A** market opened low and went high, and the performance was indeed significantly stronger. During the March meeting, it was highlighted: "GDP growth of about 5 percent. This is the same as last year's target, indicating that this year's expectations are still "moderate", and we can pay attention to the implementation of follow-up policies. The market has slowed down after the successive ** field of A**, but at present, the main funds are obviously supported by the bottom, and the downside space is limited, and the key depends on the performance of the disk after the meeting.
Ride a bull to see a bear spotThe boom trend of the wind and photovoltaic industry is coming, vigorously promoting the high-quality development of new energy in China and polishing the ecological background of new industrialization. The photovoltaic sector** has fully reflected the pessimistic expectations of investors, and the current sector is lower than the historical average quantile. The endogenous driving force of green development of the manufacturing industry has been significantly enhanced, carbon emissions have stabilized and decreased after peaking, the carbon neutrality capacity has been steadily improved, and the green and low-carbon competitive advantage of the global industrial chain has been highlighted, and green development has become a common form of new industrialization.
The three major indexes collectively opened lower, the gem fell by more than 1%, and there were more than 1,000 red plates in the two cities. The hydrogen energy sector rose in early trading, and many shares such as NAR shares and Evergrande High-tech rose to the limit, and hydrogen energy was mentioned for the first time as an emerging energy source in this year's ** work report. The report pointed out that "it is necessary to accelerate the development of cutting-edge emerging hydrogen energy, new materials, innovative drugs and other industries". Education stocks rose at the opening, Oriental Fashion rose by the limit, Kaiyuan Education, Onlly Education and other stocks rose by more than 5%, and the school will build 100 artificial intelligence empowerment teaching pilot courses, and equip every 2024 freshman with an "AI growth assistant".
Gas stocks moved, Delong Huineng and Meineng Energy both rose to the limit, Shengtong Energy, Shuifa Gas, etc. followed suit, and U.S. natural gas continued to rise, rising to more than $2 million for the first time since early February. The concept of real estate and new urbanization has risen, and many shares such as Jingneng Real Estate and Zhenghe Ecology have risen to the limit, and the work report proposes to accelerate the construction of a new model of real estate development. The smart grid sector is strong, Jiangsu Huachen daily limit, Seymour Intelligent, Ankor Zhidian and other top gainers, according to incomplete statistics, China's power-related transformer export scale in previous years is about 10 billion yuan; In 2023, the cumulative export will total more than 23 billion yuan, a year-on-year increase of more than 50%, of which the growth amount of liquid transformers above 650kva will exceed 8 billion yuan.
The Shanghai Composite Index opened low and went high on Wednesday, and after the sharp fall in the external market, not only did not appear to continue to show a sustained trend, but also rose near midday, which does show that the main funds are obviously protected. It's like there is an "invisible hand" in the market, as long as **will pull up**, but the purpose is only to avoid a big fall, and there will still be no sharp upward trend. In the afternoon, pay attention to whether the Shanghai Composite Index can stabilize above 3050 points.
The ChiNext index fell more than 1% intraday on Wednesday, and rose and turned red near midday. The recent net inflow of northbound funds has been dominant, and the theme sector has begun to shift from a small and medium-sized hot spot to the new energy sector. In the afternoon, pay attention to whether the ChiNext index can stabilize above 1840 points.
Midday news:1The People's Bank of China carried out a 7-day reverse repurchase operation of 10 billion yuan today, and the winning interest rate was 180%, the same as before. There are 324 billion yuan of reverse repurchase due today.
2.Recently, the trend of international and domestic gold prices has attracted much attention. On the morning of March 6, AU9999 on the Shanghai ** Exchange rose to 503 intraday99 yuan, exceeding the 498yuan recorded on December 14, 2023. Previously, on March 5, London Gold now set a new record at 2141$62 oz. At the same time, the retail gold price of pure gold jewelry announced by the leading jewelry brand in China on March 6 exceeded 650 yuan. On March 6, as of noon**, the concept rose 119%。Among the constituent stocks, Zhongrun Resources and Xiaocheng Technology rose by more than 5%, and Lao Fengxiang, Zhou Dasheng, Laishen Tongling, etc. rose by more than 3%.
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