The three major A-share indexes were mixed in early trading, with the Shanghai Composite Index down 0.06%, the Shenzhen Component Index up 0.39%, the BSE 50 down 0.43%, and the ChiNext Index up 0.36% by midday. The half-day turnover of Shanghai and Shenzhen was 571.2 billion yuan, and the northbound funds were sold 171 million yuan. Stocks in both markets were mixed.
In terms of sector themes, AI concept stocks rose sharply across the board, with CPO, liquid-cooled servers, and data rights confirmation leading the rise, and oil and gas stocks and traditional Chinese medicine leading the decline.
On the market, AI concept stocks led the rise in early trading, software side iFLYTEK (002230) rose more than 8% to a record high, flush (300033), 360 (601360) rose more than 7%, hardware-side liquid-cooled server, CPO concept stocks rose first, Feilong shares (002536), Yihua shares (002897) rose to the limit, Changguang Huaxin, Yuanjie Technology, Yakang shares (301085) rose more than 10%; The virtual power plant sector was active in early trading, with Aotexun (002227) and Guodian Nanzi (600268) both up to the limit, and Canaan Intelligent (300880) rising by more than 10%; Oil and gas stocks led the declines in early trading, with CNOOC (600938) down nearly 4% and PetroChina, Sinopec and CNPC Engineering (600339) following suit.
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Review of the changes:
09:25 A-shares opened, with the Shanghai Composite Index opening 0.15% lower, the Shenzhen Component Index opening 0.17% lower, the ChiNext Index opening 0.19% lower, and the driverless sector opening actively.
09:27 The automotive industry chain continued to rise, Xingmin Zhitong (002355), Dishengli (603335), Feilong shares opened with a word up limit, Desay SV (002920), Huayang Group (002906) opened high.
09:33 Sanan Optoelectronics (600703) plunged more than 6% at the beginning of the session, with a turnover of nearly 400 million yuan.
09:34 The attractions and tourism sector moved up at the beginning of the session, with Sante Ropeway (002159) rising by more than 7%, Tibet Tourism (600749), Jiuhua Tourism (603199), Emeishan A, Changbaishan (603099) and so on.
09:37 The education sector fell at the beginning of the session, with Kede Education (300192) falling by more than 5%, and entrepreneurial dark horses (300688), Guoxin Culture (600636), Mejim (002621), and Xueda Education (000526) following suit.
09:40 Game and media stocks were active at the beginning, Youzu Network (002174) touched the limit of increase, Tianxia Show (600556), Electric Soul Network (603258), Palm Fun Technology (300315), Glacier Network (300533) and so on.
09:44 The power Internet of Things sector moved up, Canaan Intelligent rose by more than 12%, Henghua Technology (300365), Maxell Intelligent (300882), Jingwei (301390), Hengshi Technology (300513) and so on.
09:47 Oil and gas stocks opened lower and went lower, PetroChina fell more than 3%, and Sinopec, CNOOC and PetroChina Engineering led the decline.
09:51 ChatGPT concept stocks continued to rise, iFLYTEK reached a new high, Tianyu Digital Technology (002354), Jinhyundai (300830), Science and Technology Innovation (300520), 360 and other gainers.
10:00 According to the iFinD data of the flush, the trading volume of Shanghai and Shenzhen reached 275.4 billion yuan in half an hour after the opening.
10:13 The semiconductor and component sectors moved up, and the 20cm limit was raised, and Chuangyao Technology, Changguang Huaxin, Meixinsheng, SMIC, etc. rose one after another.
10:23 China Character Head stocks fluctuated lower, with CNOOC and China Railway (601390) falling more than 4%, and CITIC Publishing (300788), PetroChina, CNPC Engineering, and China Mobile (600941) leading the decline.
10:29 The liquid-cooled server sector fluctuated higher, with FII (601138) rising more than 5%, and China Great Wall (000066), Fiberhome Communications (600498), Inspur Information (000977), Shenling Environment (301018) and others went higher.
10:40 CPO concept stocks continued to rise, Yihua shares pulled up the sealing board, Tianfu Communication (300394) rose nearly 6%, Yongding shares (600105), Fiberhome Communications, Taichenguang (300570), Xinyisheng (300502) and others followed.
10:41 Retail stocks rose intraday, Sanjiang Shopping (601116) rose to the limit, Huijia Times (603101) rose more than 8%, Renrenle (002336), Child King (301078), Hangzhou Xiebai (600814), Central Shopping Center (600280) and other gainers.
10:44 The machine vision sector fluctuated higher, with Dahua (002236) rising more than 5%, and PCITECH (600728), Visualization Technology (301213), Hikvision (002415), ArcherMind (300598) and others leading the gains.
10:58 The data confirmation sector fluctuated stronger, People's Daily touched the limit of increase, Tianyu Digital Science and Technology previously rose to the limit, Xinhuanet (603888), Zhejiang Digital Culture (600633), Visual China (000681), etc. rose more than 5%.
10:59 According to iFinD data, up to now, the turnover of Shanghai and Shenzhen has exceeded 500 billion yuan, of which 195.4 billion yuan in Shanghai and 304.7 billion yuan in Shenzhen.
Message Surface:
1. Chinese PV executives were taken away in Munich? The person responded: He was taken to investigate and returned to the hotel
According to Shell Finance, Pu Yonghua, the party involved in the Munich photovoltaic exhibition incident, told reporters by phone that he "was called by them to investigate and has come out" and just arrived at the local hotel to prepare for check-in. When asked by reporters whether it was a big deal to be brought in for investigation, Pu Yonghua said "it's okay."
2. China Photovoltaic Industry Association: There are many untruths about the news that my photovoltaic practitioners were taken away in Germany
The China Photovoltaic Industry Association issued a clarification article, about the media reported that Chinese photovoltaic practitioners were taken away for investigation when they participated in the Munich International Solar Technology Expo in Germany, and the China Photovoltaic Industry Association attached great importance to the news. It is understood that the subject is only assisting in the investigation and has returned to the hotel. Only one person assisted in the investigation this time, and there were no cases of multiple Chinese photovoltaic companies that were rumored on the Internet, nor did multiple personnel assist in the investigation. The China Photovoltaic Industry Association firmly protects the legitimate rights and interests of Chinese photovoltaic enterprises, and also reminds enterprises to pay attention to compliance with local laws and regulations. If you have any questions about those abroad, please contact the local embassy or consulate or the China Photovoltaic Industry Association in time.
3. U.S. stocks close: The three major indexes collectively closed up Apple's stock price to a new high
The three major indexes of U.S. stocks closed up collectively, the Dow rose 0.56%, the NASDAQ rose 1.53%, the S&P 500 rose 0.94%, popular technology stocks rose, semiconductors, software applications rose first, Intel, Navitas Semiconductor rose more than 5%, AMD rose more than 3%, Tesla, Qualcomm, Amazon rose more than 2%, Apple rose more than 1% to $183.79, a new closing high. The oil and gas sector fell, with Nasbers Industries down more than 4% and Total down more than 2%. Popular Chinese concept stocks were mixed, with Xpeng Motors up more than 11%, NIO up more than 8%, Bilibili and NetEase up more than 1%, and Tencent Music, Alibaba, Weibo and JD.com rising slightly. iQiyi fell by more than 5%, Futu Holdings and Li Auto fell by more than 2%, Vipshop fell by more than 1%, and Baidu fell slightly.
4. The U.S. Department of Commerce added 31 Chinese companies to the "Entity List"
The U.S. Department of Commerce's Bureau of Industry and Security published in the Federal Register on Monday a June 14 administrative measure to add 43 companies to the export control list, the so-called "Entity List." Among the 43 companies, 31 entities are headquartered in China, 5 from the UAE, 4 from Pakistan, 3 from South Africa, 2 from the UK, etc. These include the Research Institute of the Aviation Industry Corporation of China and the Shanghai Haiji Information Technology Co., Ltd., which is part of the Shanghai Supercomputing Center. (CaiLian News)
5. UBS: Downgraded Apple stock to neutral
UBS reported downgrading Apple shares to neutral from buy, saying iPhone demand may remain under pressure despite growth in emerging markets.
6. CITIC Securities: There is still a high possibility of subsequent MLF interest rate cuts
CITIC Securities Research Report pointed out that considering the magnitude of the pressure on deposit costs and the timing of the effect, combined with the current macroeconomic environment, we believe that there is still a high possibility of subsequent MLF interest rate cuts.
7. Researcher: Interest rate cut slightly more than expected MLF on the 15th and LPR on the 20th will follow the OMO interest rate cut
According to the Shanghai Securities Report, the boots for the interest rate cut officially landed. A macro researcher said that the interest rate cut slightly exceeded expectations, which is also reasonable, and the OMO interest rate that was lowered first in the operation method, before the expiration of the MLF on the 15th and the Fed's interest rate hike, the subsequent MLF and LPR interest rates will be lowered simultaneously. The main reasons are that the current economy is weak, demand is insufficient, interest rates are kept low, and interest rate cuts help guide market expectations and support the development of the real economy. Effect. "At the macro level, interest rate cuts are conducive to improving real financing, improving expectations and boosting domestic demand." The above person said.