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After 6 consecutive days of falling and stopping, the worst sector of the year has finally risen! Bull stocks, which have multiplied 5 times in a month, have dived at the end of the session

After 6 consecutive days of falling and stopping, the worst sector of the year has finally risen! Bull stocks, which have multiplied 5 times in a month, have dived at the end of the session

National Business Daily

2024-05-14 15:32Published on the official account of Sichuan Daily Economic News

Reporter: Zhao Yun Editor: Xiao Ruidong

On May 14, the market fluctuated in a narrow range throughout the day, with the three major indices all falling slightly. At the close, the Shanghai Composite Index fell 0.07%, the Shenzhen Component Index fell 0.05%, and the ChiNext Index fell 0.26%.

In terms of sectors, civil explosives, games, automobiles, household light industry and other sectors were among the top gainers, while cell immunotherapy, coal, synthetic biology, glyphosate and other sectors were among the top decliners.

Overall, stocks rose more and fell less, and more than 3,400 stocks rose in the whole market. The turnover of the Shanghai and Shenzhen stock markets today was 824.6 billion, a decrease of 85.2 billion from the previous trading day.

Yesterday the index was slightly stronger and individual stocks were weaker, and today individual stocks are stronger and the index is weaker. During non-main rising hours, the market is indeed prone to twists and turns.

Fortunately, today's index is only fine-tuned, and individual stocks rise more and fall less, yesterday's strong automobiles, home appliances, shipping and other "going to sea" concept plates even if they did not rise, the callback is limited; Other well-adjusted sectors can finally take a breather.

There are two main over-falling rebound sectors mentioned here: the pan-AI line and the ST plate.

GPT-4o问世带动泛AI反弹

Flush data shows that among all the concept sectors, the ST sector is firmly at the bottom with a decline of more than 40% during the year, followed by a number of once-lively pan-AI branches.

After 6 consecutive days of falling and stopping, the worst sector of the year has finally risen! Bull stocks, which have multiplied 5 times in a month, have dived at the end of the session

OpenAI's latest news has finally given them a chance to rebound.

At the press conference in the early hours of this morning, Beijing time, it announced a number of ChatGPT-related updates, including the release of the GPT-4o multi-modal large model, which can achieve "real-time" responses in voice mode, and users can communicate with ChatGPT as if they were talking to a real person; In addition, there are several innovative advancements such as macOS and Windows desktop apps, voice experience improvements, and more.

Guojin Securities believes that since the release of ChatGPT, AI tools and models have been in continuous iteration, and after more than 1 year of precipitation, this year may be effectively implemented in corpora and AI applications, or will have an impact on the financial reporting side, and pay attention to the relevant investment opportunities brought by AI tools or model iterations.

In addition to GPT, there are two catalytic catalysts for the technology line:

(1) Unitree Technology recently released a new humanoid robot called Unitree G1. The robot has a large joint movement angle and up to 34 joints, and it also incorporates force and position hybrid control technology to simulate the precise operation of the human hand.

(2) According to the website of the China Quality Certification Center, Apple's headset product Vision Pro has passed China's 3C certification.

However, in all fairness, the AI sector has been weakened continuously this year, and the graphics of most sectors are "miserable", and the short-term rebound may not be enough to attract funds that have already rushed to the next main line to turn back, so the follow-up performance remains to be seen.

The ST plate is finally red

In the same way, the ST sector, which briefly stopped falling today, actually still needs to be observed.

On April 30, the three major exchanges in Shanghai, Shenzhen and North China officially issued a number of supporting business rules, once again clarifying the strict delisting criteria, and accelerating the formation of a normalized delisting pattern that should be withdrawn and cleared in a timely manner.

As a result, since the market opened on May 6, the ST sector has set off a wave of falling limits for 6 consecutive days, until it opened low and turned red this morning; However, the cumulative decline during the year is still more than 40%, and many stocks have been cut in half in 6 trading days.

After 6 consecutive days of falling and stopping, the worst sector of the year has finally risen! Bull stocks, which have multiplied 5 times in a month, have dived at the end of the session

It can be seen from the performance of today's rise in the volume and price of the plate that a large number of chips that are regarded as "garbage" have finally been recycled.

After 6 consecutive days of falling and stopping, the worst sector of the year has finally risen! Bull stocks, which have multiplied 5 times in a month, have dived at the end of the session

However, it should be pointed out that according to the straight flush data, before this wave of continuous declines, the index of the ST sector has fallen to a historical low, and it has only refreshed a new low every day recently.

After 6 consecutive days of falling and stopping, the worst sector of the year has finally risen! Bull stocks, which have multiplied 5 times in a month, have dived at the end of the session

There is a view that with the stricter standards and wider dimensions of mandatory delisting, the deterrence of the new delisting rules is increasing day by day. The proportion of A-shares forced to be delisted due to financial fraud and financial indicators is expected to increase significantly, and the market will accelerate its liquidation. At the same time, with the reduction of the value of "shell" resources, the behavior of "fake restructuring and real shell speculation" will be further cracked down, and the market polarization will continue to intensify in the future. In the long run, cleaning up the poor performance stocks and garbage stocks from the "house" is conducive to the high-quality development of the market ecology.

The U.S. stock game station has risen sharply, driving the "retail" concept stocks of A-shares to move?

Last night, the U.S. stock game station (GME) ushered in a long-awaited sharp rise. Due to the high volatility, trading was suspended several times during the session, and the stock price once rose by more than 110%. At the close, GameStation shares rose 74.4% to $30.45 per share, with a total market capitalization of $9.3 billion.

On the news side, the "leading big brother" of American retail investors who promoted the "retail investor vs. Wall Street" in 2021 and speculated on the stock price of Game Station has returned to X (username Roaring Kitten) after three years.

This matter seems to have nothing to do with A-shares, but the imagination and speculative enthusiasm of the "retail" group should not be underestimated.

For example, in 2021, the game station will rise sharply, and the new stock drug Tesco listed at the same time has received financial attention today, and it once rose by more than 9% in intraday trading.

After 6 consecutive days of falling and stopping, the worst sector of the year has finally risen! Bull stocks, which have multiplied 5 times in a month, have dived at the end of the session

For another example, the new stock C Reddy, which was listed yesterday and has no limit on the rise and fall today, also soared from 73 yuan to 94.8 yuan today.

After 6 consecutive days of falling and stopping, the worst sector of the year has finally risen! Bull stocks, which have multiplied 5 times in a month, have dived at the end of the session

As well as the largest increase in individual stocks this year, Zhengdan shares, which finally resumed trading today after the suspension on May 6, continued to rise before 2 p.m. According to the data, from April 8 to May 6, the stock price rose from 4.42 yuan all the way to 23.88 yuan.

It can be seen that these stocks and game stations have the commonality of "many retail investors" and "big gains", and today's changes may also follow some wonderful logic.

But not all "demon stocks" have received attention. For example, Mongoli, the only stock in the history of A-shares that rose by more than 2,600% on the first day of listing, performed mediocre today and no one cared about it.

Moreover, like the previous two sectors, this "theme" also needs to do enough risk management to participate.

Just like Zhengdan shares obviously dived and turned green at the end of the market, who can they find to reason with those who are chasing high and buying today?

Last night, Zhengdan announced that the company's current production and operation situation is normal, and due to recent changes in market supply and demand, the market price of the main product trimellitic anhydride has risen significantly, and the company's performance in the first quarter of 2024 has increased significantly year-on-year, and the net profit attributable to the parent company has increased by 412.94% year-on-year. However, the sustainability of product price fluctuations is uncertain, and if market supply increases or demand decreases in the future, there may be a risk that product prices will fall, which will adversely affect the company's performance.

At the same time, the stock bar and other platforms have recently circulated market news about the permanent closure of its trimellitic anhydride production unit by INEOS, and the company has not directly received the announcement of the permanent shutdown of the trimellitic anhydride production unit announced by INEOS in the United States.

National Business Daily

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  • After 6 consecutive days of falling and stopping, the worst sector of the year has finally risen! Bull stocks, which have multiplied 5 times in a month, have dived at the end of the session
  • After 6 consecutive days of falling and stopping, the worst sector of the year has finally risen! Bull stocks, which have multiplied 5 times in a month, have dived at the end of the session
  • After 6 consecutive days of falling and stopping, the worst sector of the year has finally risen! Bull stocks, which have multiplied 5 times in a month, have dived at the end of the session
  • After 6 consecutive days of falling and stopping, the worst sector of the year has finally risen! Bull stocks, which have multiplied 5 times in a month, have dived at the end of the session
  • After 6 consecutive days of falling and stopping, the worst sector of the year has finally risen! Bull stocks, which have multiplied 5 times in a month, have dived at the end of the session
  • After 6 consecutive days of falling and stopping, the worst sector of the year has finally risen! Bull stocks, which have multiplied 5 times in a month, have dived at the end of the session
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