The trading volume of the two cities has stood at trillions for 4 consecutive days, and at present, ** seems to be standing at 3,000 points.
* The rise and fall ratio is 2:3, as Da He guessed in the article before, after 3000 points, the general rise ** ends, and the structural ** arrives, at this time, everyone needs to pay attention to those small tickets that were previously hyped at a high level and had no performance support.
Today, foreign investors sold more than 7 billion yuan, but they were still able to close at today's high, indicating that the market sentiment is still relatively strong. In the short term, optimism can continue.
But in terms of the overall sector, today's low-valuation and high-dividend sectors are also rising, which shows that some funds have gone on defense, and there are certain differences in the current position.
Today's strongest is still in the direction of AI, humanoid robots and other scientific and technological tracks, computing power, CPO optical modules, especially liquid-cooled server plates.
Last week, Dell, because of the continuous growth of AI-optimized servers, the number of orders increased by almost 40% month-on-month, and the stock price rose by more than 30% last Friday, and the stock price has risen by 2 times in the past 12 months. The market value of Nvidia, the leader of computing chips, also stood at 2 trillion US dollars, which stimulated a sharp rise in domestic related concept stocks.
At present, although the entire AI and humanoid robots have risen sharply, they have also been differentiatedIt is important to note here that the short-term remains strong, although there are signs of divergence within the sector.
At the same time, the concept of domestic alternative computing power has risen sharply today. If we deploy domestic computing power, the national level must use local computing power, and this line is Huawei's Ascend and Kunpeng industry chains.
Innovative drugs are also rising sharply today for three reasons:
1. Make up for the rise at a low level;
2. Performance is expected to pick up;
3. It also belongs to the subdivision direction of new quality productivity, and nearly 50 Class 1 new drugs obtained clinical implicit approval in February.
Today's important meeting was held, and through some trends before the meeting, the new quality productivity will become a focus of attention at this year's conference, and it is also a hot spot in investment.
What is New Qualitative Productivity? These include:
Strategic Emerging Industries:Specifically, it includes a new generation of information technology, biotechnology, new energy, new materials, high-end equipment, new energy vehicles, green environmental protection, aerospace, marine equipment, etc.
Future Industries:Specifically, it includes brain-like intelligence, quantum information, gene technology, future networks, deep-sea aerospace development, hydrogen energy and energy storage, etc.
On the whole, the investment opportunities in the technology track sector will continue to be stimulated by relevant events at home and abroad in 2024, which deserves continuous attention.
Today, real estate leader Vanke's stocks and bonds are killed, and last week it was rumored that Vanke's debt extension negotiations with Xinhua Assets of 10 billion yuan were rejected.
But later, Xinhua Assets issued an article to refute the rumors, and the problem was in the content of this rumor, because it only briefly said the false information, and the other specific amounts were false or what, and they didn't say anything. Therefore, market funds would rather be credible than not, and Vanke's stocks and bonds suffered a sharp sell-off today.
Most of Vanke's domestic bonds fell, and "22 Vanke 06" fell by more than 36%, triggering a temporary suspension of trading during the session; "21 Vanke 04" fell by more than 19%, "200 Vanke 08" fell by more than 9%, and "22 Vanke 02" fell by more than 8%.
Real estate is no longer the direction of investment, whether it is offline house investment, or real estate stocks in the secondary market, everyone needs to pay attention.
At present, the real estate industry has not stabilized, and from the perspective of the number of second-hand housing listings in the national market, it doubled last year. In the future, as the birth rate declines further, demand will shrink further.
However, although the real estate era has come to an end, the new era of technology has arrived, and this wave of new highs on Wall Street is mainly driven by artificial intelligence. As witnesses and participants of the times, this is the opportunity.
As the saying goes, life wealth depends on cycles, a person's life will go through three major cycles, the last wave of real estate cycle we missed, then this wave of technology cycle, it is worth our continuous tracking.