Today's market volume can shrink, and the persistence of hot spots is average, which is still a plate rotation market.
It is worth noting that the Shanghai Composite Index fell, but there were a lot of individual stocks with a daily limit, with 62 stocks rising to the limit, and overall, individual stocks rose more and fell less, with more than 3,200 stocks rising, mainly due to the sharp rebound of micro-cap stocks in various hot sectors. Most of today's rising sectors are over-falling sectors in the early stage, and there are obvious signs of switching between high and low funds, but it remains to be seen whether the follow-up can continue.
At the close, the Shanghai Composite Index fell 0.74%, the Shenzhen Component Index fell 0.61%, and the ChiNext Index rose 0.15%. In terms of sectors, education, humanoid robots, underground pipe networks and other sectors were among the top gainers, while gold, coal, non-ferrous metals, and Zhongzitou were among the top decliners.
The concept of humanoid robots is going strong
Humanoid robot concept stocks moved up in the afternoon, and Fengli Intelligent's "20CM" daily limit.
On the news side, recently, Nvidia CEO Jensen Huang attended the CadenceLIVE Silicon Valley 2024 conference and said that in the near future, the new category of "humanoid robots" will become a popular product, and its manufacturing cost will be much lower than people expected. "Cheap cars cost $10,000-$20,000, so why can't we buy a humanoid robot in the same price range?"
Humanoid robots are the best carriers of full-stack artificial intelligence technologies including large models, vision, language, and deep learning, and are forward-looking fields for the development of new quality productivity, with broad development prospects, and will play an important role in promoting high-quality economic development and social progress.
In terms of policy, in January this year, the Ministry of Industry and Information Technology, the Ministry of Education, the Ministry of Science and Technology and other seven departments issued the "Implementation Opinions on Promoting the Innovation and Development of Future Industries", announcing 6 key tasks, of which humanoid robots ranked first among the 10 iconic products.
At present, the development of humanoid robots also faces some challenges. According to an article published in the IEEE Overview, the sensors and computing capabilities of humanoid robots are powerful enough, but the actuators that convert energy into mechanical kinetic energy are still complex and expensive, and the batteries are difficult to meet the power required for a work schedule. In addition, the large-scale commercial application of humanoid robots also requires the establishment of a strong supply chain system and service facilities, which will not be achieved overnight.
Underground pipe network concept stocks rose intraday
The concept of underground pipe network stocks rose intraday, and the construction and research design, bidding shares, China design shares, and Han Jianheshan rose to the limit.
On the news side, on April 22, Vice Minister of Finance Wang Dongwei said that he would 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.
Guotai Junan Securities Research Report pointed out that in recent years, affected by the frequent occurrence of urban waterlogging and the construction of new urbanization, the investment and construction of underground pipe network have become the focus of attention. Factors such as the expansion of urban drainage pipe network, the construction of sewage treatment pipelines, the substitution of natural gas consumption, and the construction of underground comprehensive pipe corridors are driving the rapid growth of the scale of underground pipe network construction and investment in the mainland.
Goldman Sachs: AI "stock market fuel" is far from running out
In response to the artificial intelligence sector that has seen a recent market correction, Goldman Sachs said that artificial intelligence has pushed the market into overdrive, but this "stock power fuel" is far from exhausted.
Goldman Sachs said in its latest report that the stock market is in the first phase of an AI-led boom that will continue to expand, boosting more and more industries. "If Nvidia represents the first phase of the AI deal, then the second phase will be for other companies to help build AI-related infrastructure. The report says that the third phase benefits are companies that incorporate AI into their products to increase revenue. In the fourth phase, there will be an increase in AI-related productivity.
(The picture of the market in the article comes from the straight flush)
Editor: Zhang Nan Zhang Diange Proofreader: Wang Yin Signed: Sun Hong