When reviewing the typical recovery market after a historical crash, the repair of over-falling stocks is significantly greater than that of anti-decline stocks, and when small-cap stocks are stronger than large-cap stocks, and growth stocks are stronger than value stocks, it often means that this will be a large-scale repair. With the introduction of a series of favorable policies and the marginal improvement of economic data, the market has been quickly repaired, and the market has been shaken and consolidated after the rapid repair, looking forward to the confirmation of the trend improvement of economic data.
The top five main net inflows into the industry sector: real estate, lithium batteries, wind power, environmental protection, auto parts; The top five main net inflows into the concept sector: housing leasing, power battery recycling, old reform, Tesla, lithium iron phosphate; The top 10 main net inflows of individual stocks: Vanke A, CATL, Pacific, GEM, Bank of Jiangsu, Laobai Dry Wine, Oriental Yuhong, CITIC Haizhi, Jiangte Motor, Kweichow Moutai
The opportunities in the A-share market after the holiday outweigh the risks, and investors can consider them according to their own investment preferences. Looking back at the performance of the A-share market before and after the May Day holiday in the past decade, the probability that the Shanghai Composite Index will rise on the day before the holiday is 70%, and the probability that the Shanghai Composite Index will rise on the five days after the holiday is 50%. "If you hold high-quality stocks or high-quality funds, you can be patient and hold stocks for the holidays. If the follow-up policies are effectively implemented, the overall dividend ratio of listed companies is expected to increase significantly, so that the real return brought by A-shares to investors will increase, and it is expected that the capital market will become an important source of growth in residents' property income after real estate.
The first quarterly report has been released one after another, and the leading liquor companies have achieved outstanding performance in the first quarter, and their growth determination is still full, and they continue to be optimistic about high-end liquor and regional liquor leaders. The demand for mass goods is stable, some raw materials have declined, the beverage industry has maintained a high boom, and the expansion of mass snack channels has driven the high growth of enterprises, and the performance of snacks and beverages continues to be strongly bullish. In addition, the growth of high-dividend targets is solid, which makes them attractive in the current economic environment. Riding the bull and watching the bear believes that the sustainability of the large consumption sector is not strong, but the concepts of tourism, hotels, catering, travel and other concepts still have occasional changes, even pork has risen sharply, while the liquor sector is "silent", you can pay attention to the opportunity to make up for the rise.
China's first long-duration, high-consistency, and high-dynamics video model Vidu was officially released. This model is jointly launched by Tsinghua University and the large-scale model startup Shengshu Technology, which can generate high-definition video content with a length of 16 seconds and a resolution of 1080P with one click. Industry insiders believe that the first mover monopoly has not yet formed in the field of video models, and it is entirely possible for latecomers to catch up with Sora after being familiar with the algorithm principles and accumulating rich engineering experience. The domestic large-scale model market space is broad, domestic enterprises have increased R&D investment, and new enterprises are expected to achieve corner overtaking. It is expected that this year, large model manufacturers at home and abroad will continue to accumulate strength, accelerate the development and application of multi-modal large models, and are optimistic about the domestic multi-modal standard, as well as the product strength and commercialization process of A1+ applications.
Elon Musk, CEO of Tesla Inc., arrived in Beijing, and Tesla will invest about $10 billion this year in AI training and inference, which will be mainly used in the automotive sector. The cumulative mileage of FSD users has accelerated from V11 after the expansion of the push, and began to increase exponentially after the V12 push, and has exceeded 1 billion miles in April this year, and Tesla's FSD has ushered in a singularity moment. The push of FSDV12.3 realizes end-to-end NN, and HW4.0 greatly improves the computing power, no longer identifies and labels, gets rid of the coding of artificial control rules, and greatly improves the perception and decision-making ability of autonomous driving. The new "end-to-end" architecture is expected to significantly improve FSD's intelligent driving capabilities and user experience, and Tesla's intelligent driving is expected to usher in its own ChatGPT moment.
The Shanghai Composite Index broke through 3,100 points before the holiday, which is related to some recent meetings, but there is still a trading day on Tuesday, so whether there will be surprises next Monday depends on the external trend. Judging from the current situation, 3100 points is a hurdle, because it has been sideways for more than 1 month, foreign investors shouted "4200 points", and Brother Niu said under the comment: "There is still a 0 missing." "This is the current market trend, but 3200 points, 3300 points, 3400 points, which position is not a hurdle? The real bull market is definitely not a slogan to rise, here we still have to pay attention to the rebound market.
The ChiNext index started from 17 to 19 in 2 days, and the index rose sharply to change the market sentiment, and the amplitude on the 2nd once exceeded 8%. The sharp decline in small, medium and micro stocks in early April, as well as the recent rebound, 98% of stocks still have not returned to the highs of early April. The good news is that 50% of individual stocks are still 10% short of returning to the beginning of April, so you may be able to see a "rainbow" if you boil up, as long as it rises again in early May, I believe there will be good results.