On the last trading day before the holiday, this morning, A-shares continued to rise sharply.
At the end of the morning, the Shanghai Composite Index rose 1.15%, the Shenzhen Component Index rose 2.24%, and the ChiNext Index rose 2.16%. More than 4,600 stocks rose.
It is worth noting that the micro-cap stock index, which had fallen sharply before, rose 3.35% this morning, and the index fell more than 5% in early trading.
The CSI 2000 Index rose 5.53% in the morning, in addition, the trading volume of Huatai Barry CSI 2000 ETF and CSI 2000 ETF surged in the morning, with 3.527 billion yuan and 491 million yuan respectively, both hitting record highs.
On the disk, the semiconductor industry chain has strengthened across the board, AI has risen sharply, the new energy track has performed actively, and sectors such as liquor, brokerages, and national defense and military industry have generally risen.
The semiconductor industry chain is strengthening
This morning, the semiconductor industry chain has strengthened in an all-round way, with sectors such as national large fund holdings, lithography machines, third-generation semiconductors, and memory chips among the top gainers.
The 2023 annual report performance forecast of many leading stocks in the industrial chain exceeded market expectations. For example, NAURA expects a net profit attributable to 3.61 billion yuan to 4.15 billion yuan in 2023, a year-on-year increase of 53.44%-76.39%. It is worth noting that the company's new orders in 2023 will exceed 30 billion yuan, of which the integrated circuit field accounts for more than 70%.
AMEC expects to achieve operating income of 6.26 billion yuan in 2023, a year-on-year increase of 32.1%, and net profit attributable to the parent company of 1.700 billion yuan to 1.850 billion yuan, a year-on-year increase of 45.32%-58.15%.
Shengmei Shanghai expects an operating income of 3.650 billion yuan to 4.250 billion yuan in 2023, a year-on-year increase of 27.04%-47.93%, and the company also expects that the operating income in 2024 will be between 5.000 billion yuan and 5.800 billion yuan.
The company issued a share repurchase announcement on February 8, the company intends to complete the company's share repurchase plan from February 8, 2024 to May 7, 2024, the repurchase price does not exceed 200.00 yuan per share, and the total amount of repurchase does not exceed 5000000000 yuan, if the full amount is repurchased and calculated according to the upper limit of the total amount of repurchase and the upper limit of the price of repurchased shares, it is expected that the number of shares that can be repurchased will not exceed 2.50 million shares, and the upper limit of the number of shares to be repurchased accounts for 0.40% of the company's total share capital The specific number of shares repurchased shall be subject to the actual number of shares repurchased at the expiration of the repurchase period or the termination of the repurchase.
According to the analysis of industry insiders, the Al industry will usher in rapid development in 2023, and the strong and sustainable demand for AI will exceed market expectations, dispelling the doubts in the early stage of the market, and will continue to become an industry trend. From the perspective of consumer electronics, Samsung expects mobile phone and PC demand to continue to recover in the first quarter of 2024. In addition, with the launch of Apple's Vision Pro, it means that AI wearables have entered the market. It is expected that 2024 is expected to see a stronger recovery of the semiconductor industry as a whole, driving the performance of semiconductor design, manufacturing, packaging and testing related companies to improve.
The brokerage sector strengthened
This morning, the brokerage sector was active, and individual stocks such as Huachuang Yunxin and Huaxin shares were among the top gainers.
Judging from the performance of brokerages that have released 2023 performance forecasts or express reports, most companies have achieved positive growth, and some companies have ushered in a performance inflection point.
Hongta Securities, Zhongtai Securities, Northeast Securities, Western Securities, Caida Securities, Southwest Securities and other companies are expected to grow significantly in 2023. Brokerages such as Pacific, Xiangcai Shares, and Tianfeng Securities are expected to turn losses into profits in 2023.
China Development Bank Securities said that at present, the capital market is in a critical period of reform, and 2024 will be a year of centralized introduction, promotion and implementation of reform, and multiple business lines of securities companies are expected to benefit. It is recommended to focus on large and medium-sized securities firms with M&A expectations, medium-sized securities firms with clear expansion strategies and rapid business growth, and top high-quality securities firms with M&A expectations.
I reproduce a large meat skewer
This morning, the new stock Nova Nebula rose 203.41%.
The issue price of the stock is 126.89 yuan, and if the highest price is 418.68 yuan, the stock can earn up to 145,900 yuan.
According to the data, the company focuses on the research and application of core algorithms for video and display control, and provides users with professional software and hardware integrated solutions. The company's main products include LED display control system, video processing system and cloud-based information release and management system.
Huawei: The content of "Ren Zhengfei's latest speech" is a rumor
On February 8, Huawei refuted rumors through the "Juchang Ahua" Weibo that the content of "Ren Zhengfei's latest speech - using the light of science and technology to illuminate the future of mankind President Ren's speech at the 2024 Global Market Conference" is purely false. The rumor-mongers fabricated and fabricated without any basis, pushing the same information on multiple platforms and accounts to spread, misleading the public and causing a large number of spreads.