The three major A-share indexes fell across the board, with the Shanghai Composite Index down 0.41% at 3,227.15 points, the Shenzhen Component Index down 1.16% at 11,174.26 points, the ChiNext Index down 1.41% at 2,239.43 points, and the Science and Technology Innovation 50 Index down 2% at 1,034.35 points. The cumulative transaction volume of the two cities in half a day was 648.8 billion, and the northbound funds were sold 1.664 billion yuan.
In the sector, the composite current collector concept led the rise, and the reducer, power industry, auto parts, motor and other sectors rose first. The game sector pulled back sharply, with 37 Interactive Entertainment falling to the limit during the session, and Kunlun Wanwei falling by more than 12%. Human brain engineering, culture and media, AIGC, ChatGPT, education, CRO, metaverse and other sectors are at the forefront of the decline list.
Yangji Yiqing has recently adhered to its own strategy, half-warehouse China general interconnection, half-warehouse artificial intelligence and semiconductors. These two days began to take profit part of artificial intelligence, but the direct transfer to semiconductors is still a bit hasty.
Chip semiconductors, the next will still be repeatedly oscillated, but each adjustment is an opportunity to increase positions. Yangji Yiqing still continues to focus on computing power chips, memory chips and semiconductor equipment, bullish and long, and yesterday once again converted some artificial intelligence to semiconductor equipment. Today's big fall, do you want to continue to increase your position? Or wait for the holiday to stabilize before making a move?
In the direction of artificial intelligence, the concept of CPO diverged two days earlier, and today games, media and software collectively pulled back. ChatGPT, AIGC, software plummeted. TEDA Manulife's transformation opportunity, which is mainly intended to be in the direction of force, reduced its position by a third again yesterday, and at present, it is slightly less uncomfortable.
In the medical sector, Yangji Yiqing began to increase its position last week, and recently began to increase its position in innovative drugs, and gradually began to collect chips, but Hong Kong stock WuXi Biologics fell 17%, which directly frightened me, first control my hand, or wait for stability, and then increase the position on the right side. People's games and media fell sharply, because this year's growth rate is too fast, your CXO is still down 10% this year, what is the excitement behind?
Hang Seng Technology, which rebounded nearly 15% in June, fell for two consecutive trading days, and still fluctuated with the exchange rate in the short term. Yangji Yiqing believes that the current RMB exchange rate is already at the lower edge of the fluctuation range of 6.5 to 7.2, and once it rebounds, it will definitely be another wave of sharp rise. Today's adjustment, without changing the trend of continuing to rebound, cannot be instigated, that is, dry. Do you want to add a handful, the periphery of the Bo holiday rises sharply?
The broader market basically stood at 3200 points, and Xinchuang and artificial intelligence have once again established a new market main line, and only on the market main line can we make money. Adjustment is opportunity, don't be pushed.
I am Yangji Yiqing, heavy warehouse China general interconnection, in photovoltaic, medical, military, semiconductor and other high-prosperity tracks. Follow my real market, welcome to communicate and comment.