Reporter: Ye Feng Editor: Xiao Ruidong
The market fluctuated downward throughout the day, with the three major indexes all falling more than 1% to hit a new low this year. On the disk, consumer electronics concept stocks continued to be active, agricultural machinery concept stocks fluctuated higher, and pharmaceutical business concept stocks rose in the afternoon.
In terms of ETFs, Nikkei 225 and oil and gas-related ETFs were among the top gainers.
Japanese stocks strengthened again today, with the Nikkei ETF, which tracks the Nikkei 225 index, rising more than 5% intraday.
On the news side, according to the "Securities Times", yesterday the Bank of Japan released the results of the last monetary policy meeting of the year: to maintain the ultra-loose monetary policy unchanged. Bank of Japan Governor Kazuo Ueda also did not give clear guidance on future monetary policy. The yen fell quickly after the announcement, while Japanese stocks closed the day sharply higher.
For the oil and gas sector, some institutions said that due to the improvement of macro and demand expectations, market sentiment or will gradually bottom, cloth oil prices will gradually bottom out near $75 / barrel, this round of oil price rebound is better than expected, mainly the risk premium brought by the Red Sea crisis, in the short term or maintain the rebound situation, but the medium and long-term risk premium will be squeezed out.
On the downside, cloud computing, big data, and software-related ETFs fell more than 3%.
Some brokerages said that the current global cloud computing market has entered a stage of steady growth, and cloud and AI have become indispensable productivity for enterprises. At present, there are more than 3.8 million cloud enterprises in mainland China, but compared with the United States and Europe, there is still a lot of room for development. Under the influence of policies such as new infrastructure and eastern and western computing, China's cloud computing market will continue to maintain rapid growth.
In terms of software, the curtain of a new round of ten-year technology and industrial revolution of artificial intelligence has been opened, and short-term adjustments do not affect the long-term investment opportunities of the industry. The large model is still in the stage of rapid iteration, and the future space is large and the pattern will converge, and the application side has the largest long-term space, and manufacturers are blooming.
In terms of ETF turnover, there are 19 ETFs with a volume ratio of more than 1.5 and a daily turnover of more than 100 million yuan today.
It is worth noting that chemical ETFs and 800 ETFs showed significant volume in the afternoon.
National Business Daily