The reason why technology continues to soar! Six major news shocks in the early hours of this morning** (32）！
1. Rise! Rose! The reason has been found! The concept of consumer electronics, semiconductor computing power computers, artificial intelligence, AI, etc. strengthened.
Brothers, the technology sector continued to rise sharply on Friday, semiconductor chips, computers, artificial intelligence, and software computing power AI continued to strengthen. There are several reasons for this:
First, in the spring of previous years, the growth style is basically dominant, and the TMT sector benefits the most.
Second, the trend of the AI industry continues to catalyze, and the sharp rise in overseas AI leading stocks has brought a mapping effect.
Third, there have been many small compositions in the TMT field recently, and there was news of leading manufacturers increasing orders on Thursday.
Second, the main force of foreign capital has both flowed out! Bought and sold A-shares on Friday!
On Friday, there was a net outflow of 53 percent from foreign capital (northbound funds).3.3 billion, with a net outflow of 296.2 billion, if it is not for the outflow of foreign capital, A-shares can rise more, the corresponding foreign capital is still a word, as long as foreign capital can flow in for half a month, then A-shares will really pick up, the problem is not big, the problem is not big! Foreign investors sold LONGi Green Energy, Oriental Fortune, and OFILM respectively, and received a net sale of 48.2 billion yuan, 39.6 billion yuan, 36.7 billion yuan. The net ** amount of the group that bought Midea topped the list, with an amount of 17.7 billion yuan, that is to say, foreign capital bought household appliances and sold photovoltaic brokerage consumer electronics sector.
3. Review and approve the "Action Plan for Promoting Large-scale Equipment Renewal and Trade-in of Consumer Goods".
This news has been proposed before, this time it is passed, there is a certain positive stimulation for robots, auto parts and other general equipment, semiconductors are big brothers on Thursday, artificial intelligence computing power on Friday, should it be reincarnated general equipment next Monday.
4. CICC: In March, it mainly overallocated communication equipment, high-end machinery, semiconductors and other industries.
In March, I am mainly optimistic about the technology sector (semiconductor chips, artificial intelligence, computing power computers, software, digital economy, etc.), which is the direction that has been emphasized and heavy, and I will continue to stick to it!
5. Ministry of Agriculture and Rural Affairs: Adjust the national target for the normal number of fertile sows from 41 million to 39 million.
The target of the number of sows that can reproduce is reduced, which means that the next stage of pigs will be reduced, and in the case of constant demand, there will be **, with this expectation, the concept of pork may be hyped in advance, especially in the near future, pork has not followed the market to make up for how much.
Sixth, the blockbuster meeting on the news side released important signals, and several key points in the press release included new quality productivity, rejuvenating the country through science and education, rural revitalization, and so on. Judging from the draft of Friday's meeting, the biggest highlight is still those five words: new quality productivity! The new quality of productivity may become this year's "carbon peak, carbon neutrality", which will be mentioned repeatedly, and continue to come out with favorable policies.
As a warm-up for the two sessions, it is obvious that new quality productive forces will become the focus of this year's two sessions. For new quality productivity, the official definition is: a new form of productivity in which new technologies represented by big data, cloud computing, artificial intelligence, and green and low-carbon technologies are closely integrated with new elements such as digital and intelligent machinery and equipment, digital and intelligent workers, digital infrastructure, massive data, computing power, new energy, and new materials.