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2024-12-13 04:59:09

..... 1) Be optimistic about the policy and market, and it is expected that there will be a phased "stock-debt double bull" at the end of the year and the beginning of the year.ⅴ) Institutional viewpoint..... 1) Be optimistic about the policy and market, and it is expected that there will be a phased "stock-debt double bull" at the end of the year and the beginning of the year.


Ⅳ) Industrial capital flowIn terms of net outflow, the net outflow of software development, Internet services and semiconductors ranked first, of which the net outflow of software development was 6.822 billion yuan.In terms of industry funds, as of the close, the net inflow of instruments, automobiles and precious metals ranked high, of which the net inflow of instruments was 757 million.


..... Today, the three major A-share indexes diverged, and the Shanghai Composite Index oscillated and sorted out, and received a small Yin cross star, which was partially pulled back from the early session to the close. We can see that the support of the main funds is still there, and the Growth Enterprise Market index is weak. As of the close, the Shanghai Composite Index fell 0.05% to close at 3402.53 points; Shenzhen Component Index fell 0.55% to close at 10,731.66 points; The growth enterprise market index fell 0.81% to close at 2248.63 points. The turnover in Shanghai and Shenzhen stock markets exceeded 1.63 trillion yuan, a decrease of more than 150 billion from last Friday. In addition, judging from the number of daily limit boards in the whole A market, there has been a certain degree of decline recently, and all the strong stocks in early trading today have experienced a sharp drop, and the activity of hot money may be in a state of convergence. At the same time, the market's expectation for heavy meetings may be in the process of price in, and the transaction volume remains at a certain level. Therefore, the market vitality still exists. However, with the passage of time, the defensive mentality of the market is also emerging...... In terms of individual stocks, the number of rising stocks exceeded 2,000, and the number of daily limit stocks exceeded 100. PEEK material concept stocks broke out, and Zhongmou shares and a new material had a daily limit of 20cm, while Womou shares and Zhongmou fluorine materials had a daily limit. Robot concept stocks remained strong, with the brightest performance, and more than 20 stocks such as Kemou Sensing had daily limit. The application direction of AI is partially active, and Fumou holds 20CM3 connection board. CRO concept stocks were once strengthened by favorable stimulus, and a drug Kant rose more than 6%. In terms of decline, real estate stocks began to adjust, and Hua was happy to fall.Ⅲ) Individual stock analysis

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