China Fund News reporter Li Zhi
Let's take a look at the market situation this morning. On June 6, the three major indexes continued to be volatile during the session after a collective low open, with the Shanghai Composite Index up 0.05%, the Shenzhen Component Index down 0.54%, and the ChiNext Index down 0.89% as of the morning close.
In terms of sectors, the real estate sector soared collectively, the real estate industry chain such as decoration building materials, furniture and home furnishing performed actively, the first stocks of Chinese characters rose intraday, and cultural media stocks continued to be active. Affected by the weaker-than-expected MR headset equipment, Apple concept stocks fell, and AI robots, machine vision and other sectors fell first.
In Hong Kong stocks, the coefficients of the three major indexes rose, real estate stocks rose collectively, and auto stocks performed actively, with Li Auto, Xpeng Motors and NIO all rising more than 2%.
The real estate sector soared collectively, and the real estate industry chain performed actively
A-share real estate stocks strengthened, Jinke shares, Shahe shares, Tieling New City rose to the limit, Beijing Investment Development, Huali Family, Urban Construction Development, etc. followed suit.
Today, real estate stocks in the Hong Kong stock market collectively strengthened, KWG Pacific rose more than 18%, Longguang Group rose more than 14%, Sunac China and Sino-Ocean Group rose more than 12%, Country Garden, Agile Group, Longfor Group rose more than 7%, and China Overseas Development, China Jinmao and China Resources Land followed suit.
At the same time, the real estate industry chain is active, decoration building materials, furniture and home furnishing sectors are rising, Wrigley Home and Piano are up and down, Sophia, Zhibang Home, Oppein Home, Gold Medal Cabinets, etc. are following suit.
Guosen Securities said that although the real estate recovery weakened in the short term in May, the general trend of market recovery will not change, and the sales and performance lows of high-quality housing enterprises have passed. After the hot return period and policy window period in the past February, real estate stocks have fallen out of β space, and the sector has been very cost-effective. It is continue to strongly recommend left-hand investors to lay out real estate and real estate chains, focusing on tracking marginal changes in sales data and news trends, and any market perception of good fundamentals or policies will bring huge returns.
The Culture and Media Unit continues to be active
The first stocks of the Chinese character rebounded quickly
Culture and media stocks continued to be active, Tiandi Online 4 consecutive boards, Beijing Culture, Dasheng Culture rose to the limit, China Publishing, Tangde Film and Television rose by more than 9%, and China Vision Media, Shanghai Film, Yuenlong Yatu, etc. followed suit.
The first stocks of China rebounded rapidly, and the large financial sector was active, with Chinese Bao, China Pacific Insurance and Ping An rising by more than 2%, and Bank of China, Industrial and Commercial Bank of China, and Agricultural Bank of China following suit.
In addition, China Shenhua, China State Construction, China Railway Construction, China Railway and so on followed suit.
MR headsets fell short of expectations, and Apple concept stocks collectively declined
Last night was brushed by Apple's MR headset device, but due to less than expected, Apple concept stocks collectively fell today. As of press time, Huaxing Yuanchuang, Changying Precision, and Rongqi Technology fell by more than 13%, and Kerui Technology, Goertek, and Luxshare Precision fell by more than 5%.
Hong Kong Apple concept stocks also fell, Gao Wei Electronics plunged 24% intraday, AAC Technologies followed suit.
In terms of news, last night at Apple's 2023 Worldwide Developers Conference, the "finale" released the first MR headset Apple Vision Pro, priced at $3499, which will go on sale in early 2024. However, the market generally believes that its price is too high, and the mass production time is lower than the market expected in the early stage.
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Citizens, legal persons and other organizations are requested to be vigilant and beware of being deceived.
Editor: Joey
Review: Xu Wen
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