Opportunity in the line of fire, in-depth quick review! Hello everyone, I am the little God of Wealth.
On January 2, the Shanghai Composite Index closed at 2,962.28 points, and on June 28, the Shanghai Composite Index closed at 2,967.40 points. I have to sigh: it's too difficult to speculate on stocks!
Looking back at the market in the second quarter, the A-share market as a whole looked a little dull, with the Shanghai Composite Index and the Shenzhen Component Index falling by 2.43% and 5.87% respectively. Especially since late May, the market seems to be shrouded in a haze, and most of the individual stocks in the sector have followed the market adjustment.
However, in this seemingly uneventful market, there are always a few sectors, like bright stars, that illuminate the vision of investors. In April, AI mobile phone concept stocks continued to be active, in May, the real estate sector bucked the trend and performed strongly, and in June, Cheluyun concept stocks sprung up.
Although the market made limited money in the second quarter, all kinds of breaking news were frequent, which stimulated the stock prices of related industry sectors, and the Fireline Express team also tracked the shining points of these sectors and shared their investment logic and related listed companies with you in a timely manner.
AI mobile phone: Shangluo Electronics, the highest increase of 40.57% in 7 days
Since the beginning of this year, mobile phone manufacturers have increased the research and development and application promotion of AI technology. According to the latest report from Canalys, global smartphone shipments in the first quarter of 2024 increased by 11% year-on-year as the global macro economy recovers and consumer demand picks up.
In view of this, the Fireline Quick Review team quickly conducted an in-depth analysis of the development trend of AI mobile phones, and sorted out the investment logic of AI mobile phone concept stocks and related listed companies before the market opened on April 17.
Among them, Shangluo Electronics rose 16.31% on the same day after the information was released, and the highest increase reached 40.57% in the following 7 trading days, indicating the market's positive response to the concept of AI mobile phones.
Cheluyun: Genvict, 7-day highest increase of 40.11%
In June, Cheluyun was definitely the darling of the market. Among the top five monthly gainers of "Fireline Express", Cheluyun concept stocks occupy four seats.
Wuhan's "vehicle-road-cloud" integration major demonstration project was approved by the Municipal Development and Reform Commission, with a record amount of 17 billion yuan. A number of provinces and cities across the country have successively issued implementation rules for Cheluyun, and the policy is obviously favorable.
Guolian Securities expects that the output value increase brought by intelligent roadside infrastructure in 2025/2030 will be 22.3 billion yuan/417.4 billion yuan.
In the face of such a broad blue ocean market, the Fireline Quick Review team analyzed and judged that the companies in the related industrial chain of Cheluyun are expected to start new growth, so before the opening of the market on June 17 and 20, they sorted out the investment logic of Cheluyun concept stocks and related listed companies for two consecutive times.
Within 7 trading days after the release of the information, Genvict, Wanji Technology, TransInfo Technology, and Research Institute all saw significant gains. In particular, Genvict continued to increase the limit on the same day after the information was released, and continued to increase the limit in the next two trading days, constantly hitting new highs for the year, with the highest increase of 40.11% in 7 trading days.
Distribution network: China XD, 7-day highest increase of 35.52%
On April 11, China Xidian and other power grid companies released their 2023 performance reports, which exceeded expectations, aroused market attention, and the performance of the distribution network sector was significantly stronger.
The Fireline Quick Review team quickly followed up the market changes and the latest information of the sector, sorted out the investment logic and related concept stocks of the distribution network sector for the first time, and released the information before the market on April 12.
The China XD mentioned in it had a strong daily limit on the day after the information was released, and the highest increase in the following 7 trading days reached 35.52%.
The first half of the year has come to an end, and there will be a long-awaited important meeting and mid-term report window in July, and there will always be hope.
So, where might the market be headed? Take a look at "Fireline Express" every day, and maybe it can provide you with some opportunities to think about the theme.
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Opportunity in the line of fire, in-depth quick review! I'm the little God of Wealth, we'll see you next week~
(Daoda Little God of Wealth)
The content of this article is for reference only and is not intended as an investment basis.
National Business Daily