Disclaimer: The individual stocks or sectors mentioned in this article are for illustrative purposes only and do not constitute a recommendation. Please do not act based on this information.
In the latest trading session, Zhongji Xuchuang reached a new historical high. As both a supplier for the Dalian and Gu chain, regardless of the competition between the two, the optical modules still belong to Zhongji, making it a definite winner.
Today’s trading volume was 1.78 trillion, continuing to remain below water, marking the ninth consecutive day with trading volume below 2 trillion, approximately 28.8 billion less than the previous trading day, with a median change of -0.63%. The rise and fall ratio was about 1692:3593. After two consecutive days of apparent gains, the market adjusted today due to a lack of supporting volume, resulting in more declines than increases. However, the ChiNext Index still showed a significant upward trend, buoyed by the high-weight optical modules benefiting from the Gu chain.
Next, let’s discuss the statistics table. Among the 11 indices, the disparity ratio is 0 positive and 11 negative. With limited funds available, the weight of the ChiNext is being lifted, leaving small-cap stocks without financial support, causing the micro-cap index to slip slightly today. The current lack of volume is the biggest weakness; any slight disturbance could lead to a fall, so it is better to remain cautious.
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Industrial Fulian (601138) announced that it will adjust the upper limit of its share repurchase price from no more than 19.36 yuan/share to no more than 75.00 yuan/share. This adjustment is significant, increasing the price by 3.8 times.
Vanke, once the leader in real estate, can no longer rely on Shenzhen Metro and will hold a meeting with bondholders to resolve the situation through market means.
Newly released policy documents aimed at promoting consumption.
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Today’s operations: Increase holdings in Hang Seng Internet.
Alibaba has exceeded expectations; how far behind can Tencent be?
Tracking directions:
ChiNext Growth ETF
Science and Technology Innovation Chip ETF
Dividend ETF, defensive direction
Communication ETF, AI hardware supply chain, Dalian, Gu chain
Semi-conductor Equipment ETF 159516, domestic substitution
Computer ETF, applications of AI
Software ETF, hard cutting soft, individual stocks are still strong, overall performance is mixed.
Artificial Intelligence AI 515070
Robot ETF 159530
Hang Seng Technology Index/Hang Seng Internet ETF, consumer recovery, the most promising AI application investments, Alibaba and Tencent. Hang in there…
Energy Storage Battery ETF 159566, stable power supply for energy storage, high demand for AI
Grid Equipment ETF 159326, AI power, the end of computing power is electricity.
Non-ferrous Metals ETF… too many subdivisions in metals…
Chemical ETF 159870, the implementation of the 15th Five-Year Plan next year and the US mid-term elections will significantly impact the demand for bulk commodities (non-ferrous metals, coal, chemicals) and Hong Kong’s innovative drug ETF.
Current holdings:
A: Hang Seng Internet ETF 513330 (loss)
B: Hong Kong Innovative Drug ETF 513120 (loss), Computer ETF (loss)
That’s all, sending it out.
Author’s note: Material sourced from official media/network news. If there is any infringement, please contact for removal.