Today, all three major indexes fell slightly. By the close, the Shanghai Composite Index was down 0.06%, the Shenzhen Component Index was down 0.09%, and the ChiNext Index was down 0.26%. Overall, stocks in the two markets rose more or less, with nearly 3,500 stocks rising.
The State Council's institutional reform plan "ignited" the "sentiment" of the hot sectors of the market, and related concept stocks such as 6G and big data rose sharply. Hou Xianping, senior investment consultant of Jufeng Investment Advisory, said that the collective rise of soft technologies such as big data and computer software is mainly driven by the three bright spots in the State Council's institutional reform plan on the 7th: first, the reorganization of the Ministry of Science and Technology; the second is the establishment of the National Data Bureau; The third is to improve the intellectual property management system and highlight the importance attached to data and soft technology.
At the same time, Hou Xianping also said that the current market belongs to the stock capital game stage, the main line is mainly in the digital economy and state-owned enterprise reform two directions, the operation will be light index, heavy stocks, sector hot rotation is faster, it is recommended that investors should not chase up.
For the recent market turmoil, Everbright Securities believes that there is no need to worry too much about the current turbulence, and the position can be controlled and the stock is waiting to rise. "New national reform + high-tech + reshaping of the valuation system with Chinese characteristics" as an increasingly prominent policy trend, the heat of the main line of national reform such as Chinese characters and military industry catalyzed by the superposition of triple logic will not soon ebb and flow. At the same time, for consumption recovery sectors such as tourism, catering and hotels, which are about to be fully verified by macro data, we can also pay attention to rotation opportunities.
The 6G sector is active
Today's 6G sector once again made efforts, leading the two markets, the reason for its activity is not only affected by the State Council's institutional reform plan, but also because China Mobile will start the development of 6G service-based RAN prototype system public procurement.
Benchuan Intelligence, Jinxinnuo "20CM" price limit, Sega Technology 3 consecutive boards, three-dimensional communication up limit, matt technology, Xinwei communication and other stocks intraday force.
Source: Flush
The fire of the 6G concept also pulled the three major operators, of which China Telecom rose by more than 4% in late trading, China Unicom rose by more than 3%, and China Mobile rose by more than 2%.
On the news, China Mobile Soft Research Institute recently issued an announcement that it will start the research and development of 6G service-oriented RAN prototype system for public procurement. According to the collective procurement announcement, the 6G service-based RAN prototype system research and development services to be purchased this time include the research and development of 6G service-based RAN prototype system, delivery of source code, supporting plug-ins, dependent library files and documents, and provision of technical support services.
In addition, Minister of Industry and Information Technology Jin Zhuanglong said at the first meeting of the 14th National People's Congress that the mainland has built the largest and most advanced 5G network, and 6G network will also accelerate research and development. We are summarizing and promoting 5G experience, supporting the industry to set up a 6G promotion group, codenamed "IMT-2030 (6G) promotion group", this promotion group is already working, to give full play to the advantages of ultra-large-scale market and complete industrial system, industry, education and research and application concentrated efforts, strengthen international cooperation, accelerate 6G research and development.
The digital economy sector soared
Affected by the news that "the State Council submitted the proposal to review the institutional reform plan of the State Council, and set up the National Data Bureau, responsible for the overall promotion of digital China, digital economy, digital society planning and construction", the digital economy sector was stronger intraday today.
Nanling Technology's "20CM" price limit, Guangyun Technology, Jichuang Intelligence, Zeyu Intelligence, etc. rose by more than 10%,
Xiangyou Technology, Nanxing shares up limit, Xinju network 3 boards. In ETFs, the Digital Economy ETF (159658) was red, rising nearly 1% intraday.
Source: Flush
Orient Securities said that the establishment of the State Data Bureau fully demonstrates the important position of digital China construction and data resource system in the future national development strategy, the construction of data infrastructure system and data resource system is expected to accelerate, and digital China construction and digital economy development are expected to enter the fast lane.
Nearly 90%! 7 days in a row! *ST Amethyst performs well
Today's ST sector collectively strengthened, *ST Zeda rose more than 20%, and the science and technology innovation board *ST Amethyst touched the intraday limit, up nearly 90% in the past seven trading days. By the close, gains had fallen back to 18.21%.
Source: Flush
In addition, *ST Midfield, ST Lutong, *ST Tengxin, *ST Furen and other 20 shares rose to the limit.
Source: Flush
TVB and Taobao Live started their first cooperation, and the stock price nearly doubled
Affected by the news that "TVB (that is, TV broadcasting of Hong Kong listed companies) and Taobao Live started the first cooperation", TV broadcasting soared by more than 90% intraday. As of press time, it was reported at HK$13.4 per share, with a turnover of HK$1.501 billion. Since TVB announced the news of Taobao's "Hong Kong-style live broadcast", it has risen by more than 250% in the past four trading days.
Source: Flush