China Fund News reporter Li Zhi
Let's take a look at the market situation and information in the morning.
Today, the three major A-share indexes rebounded and held 2,900 points. As of the midday close, the ChiNext rose 0.44%, the Shenzhen Component Index rose 0.49%, and the ChiNext Index rose 0.36%.
From the perspective of the plate, the semiconductor industry chain led the rise, computing power, consumer electronics, communication equipment and other themes were active, and brokerage stocks made efforts before noon, rising in a straight line;
The three major indexes of Hong Kong stocks all rose, and the Hang Seng Technology Index rose more than 2%. The new forces of car-making have risen, and NIO once rose by more than 15%. Technology stocks rebounded sharply, with NetEase up 10% and Tencent Holdings up more than 5%.
In addition, the "three barrels of oil" in Hong Kong stocks rose collectively, PetroChina and CNOOC both rose by more than 3%, and China Petrochemical rose by more than 2%.
Brokerage stocks rose rapidly
Brokerage stocks rose rapidly before noon, Hualin Securities pulled the price limit in a straight line, Huaxin shares rose more than 9%, Guosheng Financial Holdings, Cinda Securities, Jinlong shares and so on.
In addition, food stocks also rose rapidly intraday, with Lotus Health, Huifa Food, Yiming Food, Sunshine Dairy, Chunxue Food, etc. following up.
The computing power sector was active
The computing power sector was active, with Yunchuang Data rising by more than 10%, Zhiwei Intelligence, Lotus Health, and Aofei Data, Hengwei Technology, and Leon Technology following suit.
On the news side, the National Development and Reform Commission and other five departments recently jointly issued the "Implementation Opinions on the In-depth Implementation of the "Eastern Data and Western Computing" Project to Accelerate the Construction of a National Integrated Computing Network. The opinions put forward that by the end of 2025, the comprehensive computing infrastructure system will take shape. The new computing power in the national hub node area accounts for more than 60% of the new computing power in the country, and the utilization rate of computing power resources in the national hub node significantly exceeds the national average.
The semiconductor sector rebounded
The semiconductor sector rebounded, with Xinhai Technology rising more than 10%, Jingyi Equipment, Centec Communications, and Xinyichang following suit, and North Huachuang rising more than 5%.
On the news side, recently, Shanghai Customs officially issued the "Implementation Measures for the Supervision and Innovation of the Integrated Circuit Industry (Version 2.0)", which comprehensively covers all links such as chip design, chip manufacturing, packaging and testing, equipment manufacturing and logistics supply chain, as well as all kinds of enterprise entities. The "Implementation Measures (Version 2.0)" changes the "access and exit" mechanism to the "enterprise filing" system to better cover the entire integrated circuit industry chain, and encourages the free transfer and sharing of tax-exempt goods among members of enterprise groups, which is conducive to leading enterprises to accelerate technological research.
In addition, the electronic components sector fluctuated and rose, Haosheng Electronics, Landun Optoelectronics rose by more than 10%, and Liding Optoelectronics, Xiangteng New Materials, Yashi Optoelectronics, etc.
Editor: Joey
Review: Muyu