U.S. stocks have rebounded continuously, and the external market has improved, but this week's commodities such as non-ferrous metals, crude oil, and gold have fallen significantly. The A-share market has entered a very weak market, there has been an obvious continuous pullback market, in the intensive disclosure period of a quarterly report, it is more common for individual stocks to open a large amount of high or low every other day, and on the whole, the performance pressure of a quarterly report is obvious, and the market performance may be weak, coupled with the face of the May Day holiday, the market may continue to adjust the weak market.
Riding the bull and watching the bear found that artificial intelligence empowers new quality productivity and accelerates the layout of new infrastructure for the digital economy, the Sora model is expected to accelerate the penetration rate of Wensheng video applications in various industries. According to its estimates, by 2025, the median potential market space of domestic Wensheng video applications in the field of short video can reach 8 billion yuan. 2024 will be the first year of AI applications, and large models will officially enter the "long text era". The digital economy will become a new driving force for economic growth and the core of cultivating new quality productivity, while artificial intelligence will improve production efficiency, broaden application scenarios and business models, continue to empower new quality productivity, and usher in investment opportunities in related fields of the industrial chain.
The three major indexes opened mixed, with individual stocks in the two cities rising more and falling less, with Sora, new towns, daily chemicals and other sectors performing strongly, while coal, scarce resources, nonferrous metals and other sectors performed poorly. Gold, non-ferrous metal concept stocks opened sharply lower, the northern copper bidding fell to the limit, Feinan Resources fell more than 10%, Zhongrun Resources, Laishen Tongling, etc. fell more than 5%, international commodity futures prices fell yesterday, of which New York gold futures prices fell more than 3%. The concept of underground pipe network is strong, Xiongsu Technology, bidding shares rose by more than 10%, Qinglong Pipe Industry, Shenshui Planning Institute and other top gainers, will make good use of policy tools such as additional issuance of national bonds, local government special bonds, and investment in the central budget to promote the construction of key areas and major projects. The next step will be to work with relevant departments to support some large and medium-sized cities to implement urban renewal actions and carry out the renewal and transformation of underground pipe networks.
The concept of solid-state batteries rose in early trading, Fengyuan shares rose in a straight line, Blue Ocean Huateng, Yintu Network, etc., solid-state batteries continued to advance in terms of performance improvement and mass production progress, and it is expected that all-solid-state batteries are expected to be fully commercialized in 2030. Low-altitude economic concept stocks rebounded at the opening, Jindun shares rose more than 14%, Zhongheng Design, Sichuang Electronics and other shares, the current low-altitude economy can be compared to the development stage of new energy vehicles in 2012, the industry is still in the early stage of commercialization, and the long-term development prospects are broad. The concept of military informatization has been repeatedly active, Guangha Communications, Aerospace Changfeng, Aowei Communications, and Sichuang Electronics have stepped out of the two boards, and many stocks such as Guanxiang Technology and Xingtu Xinke have risen by nearly 20%, and the establishment of the information support force is expected to further deepen the process of informatization of our army, and may play an important role in specific technical fields such as electronic countermeasures and military data links.
The Shanghai Composite Index opened low on Tuesday, and the morning trading has always been dominated by underwater shocks, and the index is still barely supported above 3,000 points, and the continuous rebound of the external disk does not seem to have played a certain linkage. The performance of large-cap heavyweight stocks is poor, financial stocks and blue-chip stocks have a pullback trend, the three major indexes have pulled back, whether 3000 points fall below is of little significance, the key is to see whether investors can continue to make money, the May Day time is getting closer and closer, everyone wants to have a happy holiday! In the afternoon, pay attention to whether the Shanghai Composite Index can stabilize above 3060 points.
The GEM index rose and fell on Tuesday, still suppressed by the 5-day line and unable to turn over, and the overall performance was poor, and this position should still be cautious. Niu Ge always believes that it is only a matter of time to fill the gap downward, the theme plate rotates rapidly, and the consumer sector that rose sharply yesterday has become a "daylily" today, and the technology sector that has been continuously adjusted recently has moved again, and the rebound of the Sora plate has a certain relationship with the rise of peripheral technology stocks. At present, small and medium-sized micro stocks have not rebounded comprehensively, and they are still looking for opportunities in the divergence. In the afternoon, pay attention to whether the GEM index can stabilize above 1730 points.
Lunchtime highlights:
1. The People's Bank of China carried out a 7-day reverse repurchase operation of 2 billion yuan today, and the winning interest rate was 1.80%, the same as before. There is a reverse repurchase of 2 billion yuan due today
2. As of April 22, the financing balance of the Shanghai Stock Exchange was 787.929 billion yuan, a decrease of 0.02 billion yuan from the previous trading day, the financing balance of the Shenzhen Stock Exchange was 699.814 billion yuan, an increase of 565 million yuan from the previous trading day, and the total of the two cities was 1487.743 billion yuan, an increase of 563 million yuan from the previous trading day.