On Tuesday, a total of 40 A-shares were limited (excluding ST shares), 16 shares failed to seal the board, and the total number of stocks on the board was 10, including 5 boards of Hengsheng Energy (electricity), 4 boards of Hongbo (computing power), Jinbaize (optical module), innovative medical (brain-computer interface), Qianjiang Water Conservancy (combing), United Water (water conservancy), Xinzhi Cognition (brain-computer interface) 3 boards, Guanhao Biotechnology (brain-computer interface), Aipeng Medical (brain-computer interface), Shimao Energy (electricity) 2 boards.
First, the plate changes
Second, the temperature of the price limit
Third, the number of ups and downs
Fourth, the secret of the price limit is revealed
5. The strongest hot spot
Hot plate - computing power
Driving factors: Jensen Wong's popularity soars! The era of large models emphasizes the main line of computing power, NVIDIA's stock price has skyrocketed, and the computing power of US stocks has soared, opening up the Sino-US resonance market. On the other hand, the policy side + industrial side is driven by two wheels, and the mainland computing power industry is accelerating. After the market, the General Office of the Beijing Municipal Government officially released "Several Measures to Promote the Innovation and Development of General Artificial Intelligence in Beijing". Among them, it is proposed to improve the overall supply capacity of computing power resources. With the subsequent catalysis of various dimensions, computing power chip manufacturers, computing power service manufacturers, edge computing power manufacturers and other directions are expected to benefit.
Echelon: Hongbo shares (4 boards in 4 days), Jin Baize (4 boards in 4 days), Jin Zitianzheng (first board)
Hot Spot – AI Applications
Driving factors: Generative AI is a major technological revolution in the TMT industry, and there are many innovation points on the application side. According to the analysis of brokers, the current industry is still in the logic stage of 0-1, and it is recommended to focus on core companies with smooth logic, high enthusiasm, strong execution and sustainable landing.
Echelon: Jinqiao Information (6 boards in 10 days), Southern Media (2 boards in 3 days), Ouma Software (first board)
6. Market sentiment
This article originated from the financial world