The three major stock indexes were mixed, the concept of military informatization rose sharply, and the AI theme rebounded strongly
Source: CBN Wind Shanghai Securities News
On April 23, the three major A-share stock indexes were mixed. In terms of plates, the concept of military informatization rose sharply, and the concepts of education and humanoid robots were among the top gainers. What happened to the stocks you followed? Let's review today's stock market situation.
The three major stock indexes were mixed
4
moon
23
On the day, the three major stock indexes closed mixed, and he closed
3021.98
point, fall
0.74%
, Shen Cheng refers to the receipt
9183.14
point, fall
0.61%
, GEM refers to the report
1753.16
point, up
0.15%
。
Individual stocks rose more and fell less, with 3,236 stocks rising and 1,992 stocks falling.
Today, the turnover of the Shanghai and Shenzhen stock exchanges reached 775.4 billion yuan.
Wind data shows that northbound funds sold a net of 2.997 billion yuan throughout the day, of which 232 million yuan were net bought through Shanghai Stock Connect and 3.229 billion yuan were net sold through Shenzhen Stock Connect.
The main funds continued to have a net inflow into the food and beverage, pharmaceutical and biological, communication and other sectors, and a net outflow of non-ferrous metals, building decoration, power equipment and other sectors.
In terms of individual stocks, Kweichow Moutai, Brilliant Technology, and Zhongbing Red Arrow received net inflows of 815 million yuan, 610 million yuan, and 401 million yuan.
In terms of net outflows, Wanfeng Aowei, iFLYTEK and FII were sold off by 282 million yuan, 275 million yuan and 262 million yuan respectively.
The concept of military informatization has risen sharply, and the theme of AI has rebounded
Military informatization stocks continued yesterday's rally. Xingtu Xinke, Guangha Communication, Aowei Communication, Sichuang Electronics, Aerospace Changfeng and other stocks have a daily limit.
Guotai Junan Research Report pointed out that the international environment is becoming increasingly complex and severe, and in order to win a modern war, it is necessary to have advanced fighters and missiles as a means of victory, as well as rockets and other high-efficiency cost-effective equipment to support long-term consumption, and an advanced communication command system to ensure that it is recommended to focus on key sectors in the field of aerospace and other equipment construction.
The education sector is strong, with Kaiyuan Education and *ST Sansheng 20% daily limit.
SDIC Securities Research Report pointed out that the marginal improvement of the education industry policy, the industry supply is cleared, and the education company is expected to benefit from the release of industry demand and achieve a performance reversal. Previously, the Ministry of Education issued the "Regulations on the Administration of Extracurricular Training" to release the signal of continuous improvement of education policy, the focus of the policy has shifted from "blocking" to "sparse", superimposed industry supply clearing, the release of education demand will bring about the "Davis double-click" of education industry policies and performance, optimistic about the future development of the education industry.
The AI theme rebounded, and the Kimi and humanoid robot sectors were among the top gainers.
Institutions believe that with the rapid breakthrough of domestic contextual long text large models such as Kimi, the emergence of large language models has greatly improved the application experience of AIGC, which is expected to accelerate the iterative release of domestic large model manufacturers. The evolution of large models relies on the continuous feeding of a large number of diverse training data, which will drive the demand for AI corpus.
Gold stocks as a whole pulled back, the international gold price began to adjust sharply after the surge, and the price of precious metals continued to fall.
In response to the beginning of a pullback in gold prices this week, Bosera fund manager Wang Xiang told the first financial analysis that the geopolitical conflict has eased in stages, the market risk aversion has weakened, and the drive of geopolitical conflict factors on the gold market is weakening, and gold will return to the logic driven by real interest rates. At the macro level, the US has made limited progress in the fight against high inflation, and the Federal Reserve has indicated that it is not in a hurry to cut interest rates, and it expects the high interest rate policy to continue for some time. Overall, the gold market is facing a complex and volatile environment, and investors need to remain vigilant and pay attention to changes in multiple factors, such as real interest rates and geopolitics.
Institutions: A-shares may be in the stage of gaining momentum in the second quarter
Haitong Securities believes that in the second quarter, A-shares may be in the stage of accumulation, the short-term white horse is more stable and stable, and the medium-term main line focuses on China's advantageous manufacturing and hard technology. In addition, we will focus on hard technology manufacturing and pharmaceuticals that have benefited from policy catalysis. In the Baima plate, liquor, new energy, etc. may have a phased rebound opportunity.
China Galaxy Securities believes that the future has come, seizing the trillion-level blue ocean market of low-altitude economy. The low-altitude economic industry chain includes the upstream flight infrastructure and support service end, the midstream aircraft manufacturing end and the downstream operation application end. Looking forward to the future, the trillion-level market of low-altitude economy is gradually approaching, infrastructure first, manufacturing and operation go hand in hand, and it is recommended to "seven-dimensional" configuration.
Huaxi Securities believes that in the short term, only 1 week from the May Day holiday, stocking is nearing the end, heavy rain and rain disasters in many places in the south, heavy rain affects the difficulty of breeding, supply may increase in stages, and short-term pig price shocks are the main.
Duty Editor: Gao Lishan