As of the noon close, the Shanghai Composite Index rose 0.11% to 3287.09 points, the Shenzhen Component Index rose 0.12% to 11104.57 points, the ChiNext Index fell 0.10% to 2276.26 points, and the Science and Technology 50 Index fell 0.78% to 1032.06 points, with a total transaction volume of 519.3 billion yuan in the two cities in half a day, and a net purchase of 3.721 billion northbound funds.
In the sector, the power sector led the rise, the logistics sector changed, and the concept of supply and marketing cooperatives broke out. Power grid equipment, logistics, wind power equipment, liquor and other sectors are at the forefront of the gainers. The CPO concept continued to weaken, in addition, gaming, education, real estate services, AIGC concept and other poor performance, leading the decline.
Yangji Yiqing recently began to actively adjust its position, take profit part of Hang Seng Technology, and lay out chip semiconductors and artificial intelligence. Next, the exchange rate stabilizes, if Hang Seng Technology continues to rebound, individuals will still choose to take profit Hang Seng Technology and continue to increase positions in chip semiconductors and artificial intelligence.
The chip semiconductor sector has risen sharply for five consecutive trading days recently, and there are obvious signs of stabilization. Yangji Yiqing repeatedly mentioned that light positions can also be increased on the dip and collect chips. Semiconductors are all kinds of good on the weekend, but wait for high to open and go low, there is no incremental capital, the market is so rolled. Yangji Yiqing believes that adjustment is an opportunity.
The military industry sector has been experiencing capital inflows recently. Although individuals are still more optimistic about the opportunities of semiconductors than the military industry, at present, this position can still actively layout the military industry, and the second quarter of each year is the best layout time window for the military industry.
The medical sector, Aunt Gülen's China-Europe medical and health mix, is not following the fall, and it is still difficult in the short term. At this time, I really want to cut the meat, but I feel at the bottom again, and I have a lot of reluctance. Rush high and do not go, there is nothing. Hengrui Pharmaceutical's announcement of repurchase is a long-lost benefit for the entire innovative drug sector, and there may be a small rebound in the short term. Aunt Gülen continued to increase her position in Hengrui Pharmaceutical in the second quarter, and now it is the bottom and may rebound at any time.
The direction of artificial intelligence continues to adjust today, and individuals will still choose to adjust positions. The transformation opportunities of TEDA Manulife held by individuals have changed from new energy to artificial intelligence, with a recent pullback of nearly 20%. At present, this position has shown signs of stabilization. Increase positions on the dip, continue to adjust positions from new energy and other sectors, and wait to eat meat.
At present, the three major indexes have little room to fall, and they can actively defend and turn offense. The RMB exchange rate broke 7, and there will be a financial counterattack war next. Individuals are still optimistic about artificial intelligence and chip semiconductors, and the current profit part of Hang Seng Technology, funds have been in place, ready to continue to increase positions in semiconductors and artificial intelligence.
I am Yangji Yiqing, heavy warehouse China general interconnection, in photovoltaic, medical, military, semiconductor and other high-prosperity tracks. Follow my real market, welcome to communicate and comment.