New hot spots dive quickly! The four major news in the early hours of this morning was officially released (38）！
1. The first share of the new hot Hong Kong stock humanoid robot was 88% the day before yesterday, and the market value increased by HK $40 billion. It rose more than 60% in early trading on Thursday, but then quickly dived in half.
This news is the reason why the concept of A-share robots rose sharply the day before yesterday and dived after rushing higher on Thursday. However, humanoid robots, as the most suitable application end for the development of artificial intelligence, are likely to rise up after short-term adjustments are in place.
2. The US side passed the hearing on the biosecurity bill.
The news was the reason why WuXi AppTec and WuXi Biologics plunged 20 points in Hong Kong on Thursday and dragged CRO and the healthcare industry as a whole lower. However, at present, it is only a hearing and there is a final step of legislation, and there are still uncertainties before that. The medical sector has left the market some time ago, and in the past few days, I will wait and see for the bearish landing, and then consider finding an opportunity to catch the bottom.
There is a big problem with A-shares now, that is, each sector has a single ticket, as long as it falls, it will directly collapse the plate, and the pharmaceutical and medical sector has fallen sharply because of the impact of the pharmaceutical leader WuXi AppTec, which fell because of the hearing held by the US Senate Homeland Security and Affairs Committee, and the Senate version of the "Biosecurity Act" was passed with overwhelming votes. The purpose of the bill is to prohibit the U.S. federal ** from signing contracts with certain biotechnology providers linked to foreign competitors, including BGI, WuXi AppTec and other companies are named.
In or the new energy and the gem is to look at the CATL this leader, if the CATL falls, the new energy and the GEM are not good, this situation is actually very bad, although the leader rises, the plate will also rise, but the leader opens the trend, then the whole plate is over, the gem is an example, a few years ago by the CATL to a high of 3500 points, now the CATL collapsed, the GEM is also slumping to 1700, unless there is a new leader can replace the CATL, Otherwise, it will be difficult for the GEM to return to above 2400.
3. Create a new growth engine for the low-altitude economy!
This low-altitude economy, here mainly refers to the electric flying car industry. That's right, flying cars in the future can fly at low altitudes, doesn't that sound a bit exciting? The news has a certain stimulus for flying cars and military electronics.
Fourth, ** heavy voice!
The demand for equipment renewal is a huge market of more than 5 trillion. This is also in line with the previous policy views on the renewal of automobiles, home appliances, machine tools and other equipment, and it is a new stimulus to the above-mentioned sectors.