- Market Review
On Wednesday, the index rushed back down, the main index closed slightly lower, the index rebounded for several days, superimposed on foreign capital has been a small outflow in the past two days, today's trend of rushing back down is more reasonable, and even if foreign capital accelerated the outflow this afternoon, the index did not panic kill, or highlight the better resilience of the index.
However, the volume of the two markets can return to trillions after one month, which is an improvement, but if this level of energy is maintained, the market will continue to remain active.
However, due to the recent factors of many large IPOs, the stock index also lacks a basis for sustained strengthening, and will still fluctuate in a narrow range around the Shanghai index around 3200 points.
In terms of sectors, the large consumer sector sprang up in early trading, with food and beverages and commercial retail leading the rise. In the food and beverage sector, Dahu shares 2 boards in a row, André anti-package up limit, Guolian Aquatic Products, Jinfeng Liquor, Guyue Longshan, Jiangyan Group up limit. The retail sector Sanjiang Shopping 2 boards, Guoguang chain 6 days 3 boards, everyone happy up limit.
According to the data of the National Bureau of Statistics, in the first quarter of this year, the total retail sales of consumer goods in the mainland 114922 billion yuan, an increase of 5.8% year-on-year, of which catering revenue was 1,213.6 billion yuan, a year-on-year increase of 13.9%.
The market is enthusiastic about the pursuit of the automotive industry chain, and the auto parts and aftermarket have performed well, with Lianming shares 4 boards, Xingmin Zhitong 3 boards, Shanghai Yahong 2 boards, Yueling shares, Fengshen shares, Zhangzhou development, Changchang logistics, and Haowu shares up and down.
As the core direction of computing power hardware, optical communication has recently gone crazy, Huaxi shares 3 days 2 boards, Shijia Photonics, Fuxin Technology, Yongding shares, Guangxun Technology up limit, Tianfu Communications, Yuanjie Technology, Taichen Guang, Changguang Huaxin, etc. rose by more than 10%, and the core leader of the plate Zhongji Xuchuang was close to 4 times the bottom.
The AI application end led by the AIGC sector has performed well recently, with Tiandi Online, 3D World, Visual China, and Xueda Education up and down, and Foxit Software, Tianzhou Culture, and Lexus Software rising by more than 10%.
It can be seen that the biggest main line of the market is still in artificial intelligence, although the short-term rise is a lot, but the funds are still repeatedly mined, although some branches have risen relatively high, but can still dig some supplementary targets.
First, from the branch internal mining to make up for the rise, such as CPO and optical communications, Zhongji Xuchuang this big leader does not fall, and the funds have dug up some relatively low votes in the sector, such as Guangxun Technology, Yongding shares have dried up and stopped.
The second is to mine from the perspective of large artificial intelligence, such as today's part of the funds transferred to robots, the low double ring transmission, Guomao shares, Zhongda De and other up limits.
So this market still has a chance, we can't fight for optical communications that have risen several times, then we can only dig a little harder to make up for the ticket increase and soup, which should be feasible for most people.
2. Hot spots of the day
1. Communication equipment
This direction can pay attention to Runjian shares, the trend is weak, but fortunately, the valuation and position are not high, you can pay attention to whether you can get up.
2. Robots
This direction can pay attention to Shanghai electromechanical, today is a breakthrough, you can pay attention to it.
That's it for today, pay attention not to get lost, take you to eat meat and take you fly!