The peripheral market is still waiting for the debt ceiling agreement to pass Congress, and the US stock market has once again entered a post-sideways volatile situation, which has also led to an increase in the volatility pattern of the financial market, and the A-share market also opened a 3200-point battle this week. The main capital protection is obvious, but the over-the-counter funds are not active enough, which leads to the continued shrinking trading volume, the lack of profit support for the upward trend in the market, and the characteristics of the TMT sector taking the thematic route. This position does not yet have the momentum of a big rebound, institutional funds are obviously wait-and-see, and we should wait for a new "bottom of opportunity" to appear.
Riding a bull and watching a bear found "Several Measures to Promote the Innovation and Development of General Artificial Intelligence in Beijing", which proposes to improve the overall supply capacity of computing power resources, implement a computing power partnership program, strengthen cooperation with cloud vendors, and provide diversified and high-quality inclusive computing power. Accelerate the construction of projects such as the Beijing Artificial Intelligence Public Computing Power Center and the Beijing Digital Economy Computing Power Center, and form large-scale advanced computing power supply capabilities. Realize unified management and operation of heterogeneous computing power environment, and improve the integrated scheduling capability of computing power in the Beijing Rim. At present, ChatGPT product operation requires about 71296 NVIDIA A100 GPUs, and the estimated cost of computing power is 1.773 billion US dollars, from February this year to the present, the demand for NVIDIA A100 GPUs continues to grow, and it is expected that the trend will continue to be maintained.
The three major indexes collectively opened low, and the stocks of the two cities still fell more or less, and the theme sectors such as NVIDIA concept, tourism, and human brain engineering performed strongly, and the coal, insurance, brewing and other sectors performed poorly. The Beijing Municipal Government proposed to organize relevant institutions to integrate and clean Chinese pre-training data, form a safe and compliant open basic training data set, and support data circulation and transactions in legally established data trading institutions. Media, game stocks continue to rise, Southern Media 2 boards, Yao Kee Technology, Shenzhou Taiyue, etc. have risen more than 5%, Apple MR or will be equipped with various cameras, LiDAR and other sensors to achieve eyeballs, expressions, gestures, gestures and other tracking, Apple is developing a 3D version of the Fitness+ service, allowing users to watch the coach's demonstration from the headset.
NVIDIA concept stocks rose again, Obi Zhongguang 20CM up limit, Kinwong Electronics up limit, Hongbo shares, Bojie shares and other stocks rose more than 5%, NVIDIA stock price rose about 3% yesterday, intraday market value once exceeded trillion US dollars On May 29, NVIDIA released a number of new products in the field of AI, including the large-memory DGX GH200 supercomputer for AI, which attacked 18,000 CPU cores, 144TB of memory, and the memory was expanded by 500 times. Tourism hotel stocks continue to rise, Emeishan A up limit, Jiuhua Tourism, Qujiang Cultural Tourism and many other stocks rose more than 5%, from the current situation, the Shanghai Stock Exchange 50 Index fell more than 1%, insurance and other weighted sectors fell, some funds participated in the rebound of consumer stocks, Niu Ge believes that here is still a market rotation-based sector pull-up effect. ChatGPT concept stocks continue to be active, Obi Zhongguang 20cm up limit, Hongbo shares hit 5 boards, Yuncong Technology, Zhongke Chuangda, etc. have strengthened, ChiNext index fell nearly 1%, but the AI sector is still very strong, which also shows that institutional funds and travel funds have begun to work NVIDIA-related themes, and there is a feeling of huddling to warm up!
The Shanghai Composite Index opened low on Wednesday, once fell below the 5-day line and the annual line during the session, and returned to around 3200 points, and the stocks of the two markets fell more or less, and the money-making effect was poor. The special valuation sector has not risen, but the consumer sector that has been falling has recovered, and the concept trend of tourism, hotel catering and other concepts is strong, but the liquor sector is still mainly adjusted, and the market differentiation is extremely obvious. Watch for the Shanghai index to stabilize above 3200 in the afternoon.
The ChiNext index opened low on Wednesday, falling more than 1% during the session, and the funds were still huddled in the AI sector to warm up, but from the previous day's trend, the rally was weaker, but the sector rotation was faster, and TMT concepts such as software and NVIDIA were strengthened. For the time being, the index still shows no signs of stopping its decline, and it is still necessary to be cautious. In the afternoon, watch out whether the ChiNext index can stabilize above 2180 points.
Midday Highlights:
1. Apple sent an email to developers to officially announce the upcoming 2023 Apple Worldwide Developers Conference (WWDC23). It is worth noting that in the iPhone and iPad ports, the event page has appeared "wearable AR device browsing" prompts, and some users have also noticed the "hidden Easter eggs" of VR on the page, which the market interprets as suggesting that the long-rumored MR may be coming out.
2. The financing balance of the Shanghai Stock Exchange reported 796.023 billion yuan, down 300 million yuan from the previous trading day; the financing balance of the Shenzhen Stock Exchange reported 721.134 billion yuan, down 219 million yuan from the previous trading day; the total of the two cities was 1517.157 billion yuan, down 519 million yuan from the previous trading day.