Author |Ding Zhenyu, editor|Gu Jinfeng.
*: Jufeng Investment Advisory, good ** application.
Brief description of the plate
On Tuesday, A-shares were in a narrow range**, and the AI concept continued to be strong. On the disk, aerospace, automobiles led the rise, banking, consumer electronics, culture and media, insurance and other industries slightly, medical services, power equipment, environmental protection, household light industry, batteries, professional services, chemical pharmaceuticals, photovoltaic equipment, logistics, beauty care, energy metals, biological products, education and other industries fell first; In terms of theme stocks, AI mobile phones, flying cars, 3D cameras, Huawei Ora, SORA concepts, short drama interactive games, biometrics, CPO concepts, and F5G concepts were among the top gainers, while CRO, assisted reproduction, micro-cap stocks, ** drugs, and robot concepts were among the top decliners.
Hot Plates
Automobile vehicle rose: Dongfeng Motor, JAC, Ankai Bus limit, Jiangling Motors, Yutong Bus, Zhongtong Bus, Changan Automobile, King Long Automobile, BAIC Blue Valley, Yaxing Bus and other top gainers.
Consumer electronics rose in the afternoon: Guanghong Technology rose by more than 10%, O-film, Daoming Optics, Furong Technology, Selen New Materials, Rijiu Optoelectronics, Tsit Wing Technology, Goertek, etc. followed up.
Message plane
The giants have joined forces with 50 billion private equity **investment** to meet the conditions for entering the market
*It was learned from relevant channels that the 50 billion yuan private placement ** investment ** jointly funded by Chinese Life and Xinhua Insurance has completed the product filing and has met the conditions for entering the market. People familiar with the matter said that the ** has received part of the paid-in capital contribution before the product is filed and is ready to enter the market. The investment is mainly biased towards high-quality listed companies with large market capitalization and good liquidity.
Crush GPT-4 in an all-round way! OpenAI competitor Anthropic launches Claude 3 models
On Monday local time, artificial intelligence (AI) startup Anthropic launched the Claude 3 model, which is better able to execute complex instructions. The company claims that Claude 3 has demonstrated near-human comprehension for complex tasks and is one of the most powerful large models available. According to Anthropic, the most powerful OPUS outperforms OpenAI's GPT-4 and Google's Gemini Ultra in industry benchmarks, such as knowledge level, deductive reasoning, and basic math.
Overnight external trading: The three major U.S. stock indexes closed down Popular Chinese concept stocks fell
The three major U.S. stock indexes closed slightly lower, and the Dow fell 025%, the Nasdaq fell 041%, and the S&P 500 fell 012%, popular technology stocks were mixed, Intel rose more than 4%, Nvidia rose more than 3%, Apple, Google fell more than 2%, and Tesla fell more than 7%. Popular Chinese concept stocks fell, Li Auto fell more than 13%, Weibo fell more than 9%, Xiaopeng Motors fell more than 8%, Weilai, Vipshop fell more than 7%, JD.com, iQiyi fell more than 4%, Pinduoduo, Alibaba, fell more than 3%, Tencent** fell more than 2%, and NetEase fell more than 1%.
Jufeng view
In early trading, the three major A-share indexes were slightly **, and the trading volume shrank. On the disk, AI mobile phones, flying cars, aerospace, automobiles, microled, CPO concepts, 3D cameras, F5G concepts, chiplet concepts, etc. are at the top of the list of gainers. Sectors such as CRO, medical services, power equipment, generator concepts, ** medicine, assisted reproduction, micro-cap stocks, and energy metals performed poorly and led the market.
In the afternoon, computer applications, consumer electronics, media, lithography machine concept, SORA concept, multimodal AI, digital currency and other sectors were active, the stock index hit a new high after falling back, the end of the auto sector rose again, the Shanghai index hit a new high, after which the concept of artificial intelligence ebbed, the stock index weakened. The market is seriously differentiated, and the market turnover of nearly 4,500 stocks in the two cities has exceeded the trillion mark for 5 consecutive days. Northbound funds had a net inflow of 1 billion yuan in the morning and consolidation in the afternoon, with a net inflow of more than 2 billion yuan throughout the day. In addition, the CSI 300 ETF** is actively traded, and it is suspected that the national team funds continue to stabilize the market.
Since August 2023, the A-share adjustment has been mainly affected by the depreciation of the RMB exchange rate and geopolitical factors. In the medium term, with the implementation of various counter-cyclical adjustment policies and measures, the domestic economy has entered a recovery cycle, and A-shares have gradually found the bottom of the market and gone up.
Investment advice
Jufeng Investment Consulting believes that under the expectation of economic recovery, A-shares are expected to enter a medium and long-term bull market**. In the short term,** it is mainly affected by exchange rates and external geopolitical factors. In the medium to long term, the market has returned to activity, and the attractiveness of A-shares will be further enhanced in the future. Investors can take advantage of dips to lay out state-owned enterprise reform targets that are expected to increase holdings or repurchase them; As well as grasp the opportunity of the active varieties in the market: artificial intelligence, robots, new energy vehicles and other sectors.
Author: Ding Zhenyu Practicing Certificate: A0680613040001).
Disclaimer: The above content is for reference only and does not constitute specific operation advice, and you shall operate at your own risk and profit and loss.