Overnight, Kimi was on fire! This sector, the bull market has just begun?
Overnight, the "Kimi fever" swept the investment circle, and the stocks in the A-share sector opened strongly and rose sharply.
The main capital swept Changan Automobile
Today, A-shares fluctuated strongly, and the transactions in the two cities were slightly enlarged, remaining above one trillion yuan for the fourth consecutive day.
On the disk, there are many hot spots, pork, low-altitude economy, Kimi concept, gold and other sectors are among the top gainers, and automobile dismantling, diet pills, household appliances, liquid-cooled servers and other sectors have adjusted slightly.
According to Wind's real-time monitoring data, five industries, including banking, non-bank finance, agriculture, forestry, animal husbandry and fishery, media, and automobiles, received a net inflow of more than 1 billion yuan of main funds today. The net outflow of the main funds of the three industries of power equipment, medicine and biology, and communications exceeded 1 billion yuan.
In terms of individual stocks, Changan Automobile received a net inflow of 802 million yuan of main funds, ranking first on the list, and 80 shares including Jebsen and Xinya Electronics also received a net inflow of more than 100 million yuan today.
It is worth noting that for 13 consecutive daily limits, Ai Ai Seiko, which fluctuated violently in today's intraday trading, once again received a net inflow of 86 million yuan of main funds.
Kimi concept stocks are on the offensive strongly
The artificial intelligence sector continued to rise strongly, and Kimi concept stocks collectively opened higher.
Kimi is a domestic AI product, an artificial intelligence assistant product developed by the dark side of the moon by a domestic company, which is called "the light of the domestic large model" by netizens, which also makes the dark side of the moon a key "player" in the field of domestic large models.
A few days ago, the dark side of the moon announced that the Kimi intelligent assistant has made another breakthrough in long context window technology, and the lossless context length has been increased by an order of magnitude to 2 million words.
Shen Wan Hongyuan believes that Kimi has achieved a breakthrough in the single-point capability of long texts, supporting long text input of 2 million Chinese characters, in comparison, GPT-4 Turbo-128k has about 100,000 Chinese characters, and Claude3200k has about 160,000 Chinese characters.
Therefore, Kimi is more suitable for efficient reading, professional document interpretation, data inquiry, data collation and summary, etc.
After the 20% limit yesterday, Huace Film and Television shrank by one word today, and the stock price hit a new high in 10 months.
Palm Reading Technology also has a one-word daily limit, with a 5-degree daily limit in the past 9 trading days, and a cumulative increase of 145% since the bottom of February;
The low-altitude economy is still hot
Today's low-altitude economic sector index rose 4.22%, hitting a record high.
Individual stocks set off a tide of daily limits, Shuangyi Technology and Xinchen Technology both had a 20% daily limit, and more than 10 shares such as Sichuang Electronics, Huashe Group, and Wang Zixin Materials rose by more than 10%.
According to the official website of the Civil Aviation Administration, recently, the Civil Aviation Administration held a meeting of the general aviation work leading group to study the strategic emerging industries of "low-altitude economy".
The meeting stressed that in the face of the new situation and new requirements of low-altitude economic development, the Civil Aviation Administration, as the competent authority of national civil aviation affairs, should deeply study the development law of low-altitude economy, re-understand and sort out the previous laws and regulations such as general aviation and unmanned aerial vehicles, and thoroughly study and improve the relevant policies and regulations of civil aviation, low-altitude safety supervision system and capacity building, low-altitude flight service guarantee system construction, airworthiness certification system and capacity building.
According to data from the Civil Aviation Administration of China, the market size of China's low-altitude economy is expected to reach 1.5 trillion yuan in 2025 and 3.5 trillion yuan by 2035.
CITIC Securities said that in recent years, the mainland has intensively introduced relevant industrial policies, deepened airspace reform, and promoted the low-altitude economy from exploration to development.
The new track will improve infrastructure and operation construction on the basis of the general aviation industry, expand more advanced aircraft technology, expand new application scenarios, and provide more development increments for related industries.
Gold stocks collectively opened sharply higher
Today's gold stocks collectively opened sharply higher, and the sector index rose more than 4% at the beginning of the session, hitting a new high in half a year, and the transaction volume surged by more than 1 times compared with yesterday.
Dengyun shares, Zhongrun Resources, Shengda Resources, Jingui Silver and other top gainers.
In the early morning of March 21, Beijing time, the Federal Reserve announced that it would keep the range of the federal funds rate unchanged between 5.25% and 5.5%.
After the release of the interest rate decision, spot gold prices rose sharply, breaking through the $2,200 / ounce mark and hitting a maximum of $2,222.9 / ounce, hitting a new all-time high.
Today, the main domestic gold futures contract directly jumped higher, up 2.02% as of the close, a record high. The main silver futures contract also surged 3%, hitting a three-and-a-half-year high.
Baocheng Futures said that local geopolitical events continue to occur, the net purchase of gold by central banks has increased significantly, and the trend of de-dollarization is obvious.
In addition, the stability of U.S. financial institutions in a high-interest rate environment has been challenged, which has also been largely positive for gold. Gold may start a new bull market in the interest rate cut cycle.