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After a sharp decline and a rapid rebound in the market in early February, the overall market showed a volatile trend in March. Investors can be said to have experienced a "roller coaster" type of thrilling ride, on February 5, the market fell to a low of 2,635 points, and rebounded to a high of 3,090 points on March 21.
Despite the huge market volatility, our Fireline Quick Review team has still unearthed many valuable investment sectors with its keen market perception and won the favor of the market.
Today, let Xiaocai fans take you to review the highlights of Fireline Express in the past quarter.
Before we begin, here's a small reminder: There are only 7 days left for the free event of FireWire Express, and if you want unlimited reading after April 12, you need to pay. Such a good opportunity does not come often, so let's seize this opportunity!
Ice and snow tourism in January, Sora in February, and Kimi in March, these outstanding sectors have not been let go, and they have all sorted out the investment logic behind them in the first time and shared them with you in a timely manner.
Ice and snow industry: Changbai Mountain, with a maximum increase of 90.56%
During the 2024 New Year's Day holiday, Harbin's cultural tourism market will continue to be hot. According to the big data provided by the Harbin Municipal Bureau of Culture, Radio, Television and Tourism, as of the third day of the New Year's Day holiday, Harbin has received a total of 3.0479 million tourists and achieved a total tourism income of 5.914 billion yuan. The number of tourists received and the total tourism income reached an all-time high. This figure reflects the high enthusiasm for snow and ice activities, as well as the strong momentum of the ice and snow tourism market.
In view of this, the Fireline Express team quickly conducted an in-depth analysis of the development trend of the ice and snow economy, and sorted out the investment logic of the ice and snow economy and related listed companies for investors in advance before the market opened on January 3.
In the following 7 trading days, the stock price of Changbai Mountain, which was particularly mentioned, rose by 90.56%, showing the market's positive response to the concept of ice and snow economy.
On January 4, the team released a market logic on the ice and snow economy, which conducted a comprehensive and detailed analysis of the industry background, current situation, future development trends and investment opportunities.
Computing power: high-tech development, with a maximum increase of 53.55%
Since February, Sora concept stocks have led the market boom. The FireLine team has observed that with the increase in the demand for AI video training data, the Sora model may exacerbate the computing power demand gap. This trend indicates that there is great potential in the computing power sector.
On February 20, the team noticed the activity of the computing power leasing sector, including the 3 boards of high-tech development, Zhenshitong and Jingyeda, Hongbo shares rose 8%, and stocks such as Super Communication and Industrial Fortune also rose. Based on these observations, the team quickly sorted out the investment logic and related stocks in the computing power sector, and released relevant information at 10:14 a.m. on the same day.
Within 7 trading days after the release, stocks such as High-tech Development, Industrial Fortune Union, and Li Tong Electronics all achieved significant gains, especially High-tech Development, which rose by 53.55%.
AI: Zhongji Innolight, with a maximum increase of 46.4%
Meta reported its 23Q4 earnings on Feb. 2, beating expectations and announcing a $50 billion buyback program. The company rose more than 15% after hours, and the corresponding market value exceeded one trillion US dollars. Meta said that it will continue to promote the release of Llama 3 in 2024, and now Meta's primary goal is to "create the most popular and advanced AI products and services".
Meta expects capital expenditures in 2024 to be between $30 billion and $37 billion, primarily for servers, AI and non-AI hardware and data centers. This financial strategy reflects the company's commitment to investing in AI.
Realizing that the performance of AI giants exceeded expectations, as well as the increase in capital expenditure, which would bring good stimulus to the related concept sector, the Fireline Quick Review team sorted out the investment logic and individual stocks of related concepts as soon as possible, and released information before the market on February 5 (Monday).
Among them, Zhongji Innolight rose by 50.92% in 7 trading days after the information was released, and another stock involved, Xin Yisheng, also rose by 46.4%.
In addition, the FireWire Quick Review team also captured Chinese Online, which rose sharply under the catalysis of the video model Sora, with a maximum increase of 45.73% in 7 trading days, and Zhongguang Tianxue, which soared all the way after the breakthrough of the intelligent assistant Kimi technology, rose 42.28% in 7 trading days.
At the beginning of April, the results disclosure period has begun, triggering a divergence of brokers' views on the market. Haitong Securities believes that stock price fluctuations will be closely related to the results reported in the first quarter, while Huatai Securities advises investors to adopt a more cautious investment strategy in April.
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I'm a fan of small money, we'll see you next week~
(Minimalist Fortune Fans)
The content of this article is for reference only and is not intended as an investment basis.
National Business Daily