The market is up! The trading volume exceeded one trillion yuan, and the index almost stood at 3100, and the power of the long this time was foreign capital! The northbound capital bought 22 billion yuan to set a historical record, and the Hong Kong stock market was strong for five consecutive days, taking the lead in getting out of the trough. At the beginning of this week, the noon video program and the afternoon Wang Ying cooperated with the program, I repeatedly emphasized that we must pay attention to the direction of Hang Seng Technology, if it is not opened, you can pay attention to the Hang Seng Technology ETF in A-shares, and Hang Seng Technology has risen by 12% in the last 5 days.
Hong Kong stocks are the leader of technology stocks and real estate, SenseTime Technology soared 40% (this Wednesday's noon program specially hinted at the logic behind its last week), Sunac China rose 15%, Tencent, Meituan, Kuaishou, Xiaomi and other Internet giants have good performance; A shares are the leader of brokerage stocks (the policy side to build a "financial national team" is good for stimulation), the brokerage sector rose 6%, CICC, Founder Securities and other 8 stocks rose to the limit; followed by artificial intelligence + (SenseTime and Nvidia mapping), Industrial Fortune Union, Zhongji Innolight, High-tech development and quantum technology have sprouted new sprouts from old trees.
In this regard, yesterday's noon video live broadcast and evening article I was the first time to prompt attention to quantum technology and artificial intelligence + direction, today in addition to the sudden rise of brokers, the best increase is the direction of quantum technology and artificial intelligence that I prompted for the first time yesterday. (The picture below shows the quantum technology and artificial intelligence sector prompted for the first time in yesterday's article, and it has really become the most beautiful boy in the market today)
The logic behind the rise of SenseTime this time is that the strength of the application model has been greatly improved, in addition to SenseTime's next focus on the latest trends of Huawei, the first brother of domestic technology, this time Huawei Pangu model 5.0 was released in June, which may be the strongest B-end model in China, investors pay close attention to the trend, especially the direction of cooperation with Huawei to cut into the large model.
In general, there is no stock market that will only fall forever. The upward trend divergence between U.S. stocks and Hong Kong stocks has lasted for four years, and it is time to "change their face"! Overseas assets have been readjusted to "switch between high and low", and the valuation cost performance of China's core assets has become attractive enough, and today's northbound net inflow of northbound funds of 22.4 billion yuan has once again confirmed!
In addition, the A-share April financial report disclosure season is about to pass, the thunderstorm is almost over, 5-6 months is the performance window period, hedging funds to cover positions, red May is worth looking forward to!
I believe that the huge savings of residents, after losing the reservoir of real estate, are trying to find new asset allocation targets, and we can have relatively high expectations for this year's A-shares!!
If you agree, give it a thumbs up!
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Author: Jiang Yan
Editor: Zhang Tianyi
Producer: Wang Junji
This article is the exclusive content of the WeChat public account of "CBN Broadcasting", please contact the background for authorization before reprinting. The individual stocks involved in this article are for reference only, and are not recommended for trading and are not responsible for personal income.