U.S. stocks have risen three times in a row, and the peripheral financial market has become restless again, but the commodities gold, copper, etc., which have risen in the early stage, have been adjusted, and the peripheral market is no longer a situation of rushing up in one breath. A-shares have entered the stage of sideways contraction, and are currently in the intensive disclosure period of quarterly reports, and some high-quality blue-chip stocks have suffered large losses in a quarterly report, or even turned from profit to loss, which has also led to the market becoming confusing. It is still recommended that you do not participate in the hype market in the first quarter, and the current position is to start lowering profit expectations, and you can start preparing for the May Day trip.
Riding a bull and a bear found that the low-altitude economic industry is in a double resonance period of "policy + acceleration of the commercialization process of new products", and the industry is ready to go, which is worthy of attention. Since the Central Economic Work Conference first mentioned the low-altitude economy, the market's attention to the low-altitude economy has increased significantly. As a potential trillion-level space industry, the current industrial curtain is slowly unfolding, and it will become another potential starting point for promoting industrial innovation, developing new quality productivity, and expanding domestic consumption. The low-altitude economic industry is in the double resonance period of "policy + acceleration of the commercialization process of new products", and the industry is poised to take off, which is worthy of attention.
The three major indexes collectively opened higher, and the stocks in the two cities rose more and fell less, and the theme sectors such as flying cars, low-altitude economy, and copper cable high-speed connections performed strongly, while the performance of sand control, cobalt metal, lithium and other sectors was poor. The concept of western development stocks opened stronger, Dagang Holdings, Oriental Huanyu and other shares rose to the limit, Chengdu Road and Bridge, Sichuan Jinding, etc., the new era to promote the development of the western region symposium was held in Chongqing yesterday, at the meeting said to develop emerging industries according to local conditions, accelerate the industrial transformation and upgrading of the western region. Recently, Anhui Province low-altitude economic industry fund partnership (limited partnership) was established, with a capital contribution of 1 billion yuan, and the executive partner is Anhui Traffic Control Capital Fund Management Co., Ltd.
In the first quarter of this year, the cumulative installed capacity of fuel cell systems reached 101.90MW, a year-on-year increase of more than 122%, marking that the industry is entering a stage of rapid growth. The concept of copper high-speed connectors has risen, Wutong Holdings has a 20CM daily limit, Wall nuclear materials have hit the daily limit, and Shenglan shares have risen by more than 10%, and in the five years from 2023 to 2027, the high-speed copper cable market will continue to expand at an astonishing compound annual growth rate (CAGR) of 25%. Non-ferrous metal concept stocks rebounded, Huayu Mining touched the limit, North Copper, Xingye Silver and Tin followed the rise, the first quarter of the non-ferrous industry key enterprises economic operation analysis symposium was held yesterday in the headquarters of the China Nonferrous Metals Industry Association, at the meeting said that this year will release copper, aluminum and other resource industry development implementation plan.
After the Shanghai Composite Index opened high on Wednesday, the red market fluctuated, and it never launched a strong offensive, and the shrinkage of the family was a bit of a "mixed time" feeling. With the sharp fall in the prefix the previous day, the theme plate on Wednesday has obviously recovered, showing certain signs of rebound, flying cars, low-altitude economy and other sectors are more active, which is also related to the recent market news, you can pay attention to the changes in the disk after that. In the afternoon, pay attention to whether the Shanghai Composite Index can stabilize above 3030 points.
The ChiNext index has always been dominated by underwater shocks on Wednesday, and there has been no obvious rebound trend, and it has been significantly suppressed by the 5-day line, and its performance here is still weak. Northbound funds have no reference, and the trading volume of the two cities has further decreased, which also shows that the main funds in the field are "left hand to right hand", and the theme plate is obvious for a one-day tour, and this market is definitely right to be cautious, after all, it is necessary to cross May Day, and it is impossible for funds to launch a large-scale offensive situation. In the afternoon, pay attention to whether the ChiNext index can stabilize above 1750 points.
Lunchtime highlights:
1. The central bank 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
2. As of April 23, the financing balance of the Shanghai Stock Exchange was 786.254 billion yuan, a decrease of 1.675 billion yuan from the previous trading day, the financing balance of the Shenzhen Stock Exchange was 698.489 billion yuan, a decrease of 1.325 billion yuan from the previous trading day, and the total of the two cities was 1484.743 billion yuan, a decrease of 3.00 billion yuan from the previous trading day.