A total of 58 units have been raised and suspended today, with 16 sets of flaming plates, with a sealing rate of 78 per cent; nine sets of equipment, seven plates of angel and five plates of ichangtech. On the whole, there was an increase of 3012 shares and a decline of 1818; new coronary tests, data elements, textile clothing, etc., were ahead of the increase, while the car chain, non-ferrous metals, real estate, etc. Were ahead of the decline。
Western securities believe that the pace of credit lending at the end of the year will be further accelerated, folded down, liquidity is expected to be more relaxed, and the window of “cross-yearism” is gradually opening。
Market overview
Indicators show that short-line emotional competitions in the market rise below the 0-axis, with narrow concussions throughout the day, with clear high- and low-level shifts in shares and subject matter。
On the other hand, 4 of the 13 shares on yesterday's plate continued to grow and 2 fell and were at the top of the issue. Roofing equipment, board 9, annal 7 and ichantech 5。
With regard to the index, the pool of competitions has been low, and the early-drives have peaked in small sizes and have reached a unilateral fall, with a drop of 0. 29 per cent and a rise of 0. 09 per cent. The combined turnover of the two municipalities was 864. 5 billion, 19. 39 billion less than yesterday。
To the north, a total of $4,094 million was purchased today. Of this amount, the market net bought $432 million and the market net bought $3. 662 billion。
Focus blocks and units
The anti-virus orientation continues to be active, with the anti-virus fabric unit, annal seven lines, german chemical workers, phoenix textiles, yoyo group, kim hae gookko, and the premiere of the popular plaque. Antigen detection direction, icv board, ei-bio, seri-medic, severus shares are rising. The chinese pharmacist plate, the guilin sanjin, the guizhou trio, the pharmacist industry, and the long-paced pharmaceutical industry are on the rise。
The overall intensity of this direction is significant and has now lasted for two months, with more than expected performance. The core markers are high, with a slight underperformance at the forefront, such as the qin pharmaceutical industry, the popular medicine industry, and the current active funding is mainly focused on low-level supplementation, which may be at the end of the spectrum, with low-level antigen tests, anti-virus fabrics, etc。
Food consumption continues to rise, with a 4-story plate, medium-sharp shares, a 3-dollar-sharp dairy industry, a 2-story solar milk industry, and a rise in qingdao foods, milleats, andri and guifa. In the broader environment, the food consumption block, although falling significantly this year, remains undervalued overall valuation and does not see a turning point in the industry in the short term. This direction is now viewed in a low-level rebound, perhaps with a more limited height and continuity, with a higher security margin stuck in the low-level nodes。
According to the food and beverage team, the zero data still need to warm up and the basic surface of the food sheet is expected to improve simultaneously. Since 2022, the average share price of the food plate core has dropped by a maximum of 58. 87 per cent, and the average pe dropped from a maximum of 56 to a minimum of 28 in 2022. The core company averaged 34 times the average pe in 2023, was at the bottom of the valuation and was below the historical valuation hub。
The concept of data elements continues to ferment, with the people's network, the british flying to the 2nd block, the zhang dynasty information, jiahua technologies, the zaching culture, the huayan united, anne's shares, connections, china's great choice, the new network, and wave software rising and stopping. That direction was mentioned yesterday in japanese, and it is possible to continue to look at the possibility of further fermentation。
This direction is weak in the afternoon, largely influenced by the weakness of the chinese software, china’s great wall, shinzhou’s digital core, and so on。
According to the agency, with the advent of the digital economy, data have become an important strategic resource and key production factor. Technology companies in the digital economy have become new players in economic production and wealth distribution by controlling data elements and indirectly controlling other factors of production and resources. Only through market-based configuration can data meet the rich landscape needs and achieve the full release of factor values. The current market spatial calculation of data elements is limited to measurable links such as data acquisition, data storage, data processing, where data transactions and data analysis applications are not included, and where the domestic market size of the data transaction is expected to be over 100 billion。
The new energy wheel, headed by light storage, has also shown good performance, with the rise in data from kohua, kojian electronics, segatechnologies, haider control, yihua shares, tianxiang materials and veco technology. The new energy direction, where sodium batteries are currently the strongest, is an industry that is currently able to see increases in the next few years and that has industries ranging from zero to one, and can look at opportunities in the direction band。
Taken together, the market remains active and the index has fallen more or less, and it is possible to see whether the increase can be picked up once the index has been closed back on the 5-day line. The market continues to be dominated by structural opportunities, with a ripple effect between the major themes of anti-virus, real estate, innovation and consumption, with attention being paid to the choice of funds after drawing on each other。
Today's up and down:
