Every reporter: Zhao Yun Every editor: Peng Shuiping
On the closing day of A-share trading in 2023, the three major indexes collectively closed up. As of the close, the Shanghai Stock Exchange Index rose 0.68%, the Shenzhen Component Index rose 0.89%, the GEM Index rose 0.63%, and the BSE 50 rose 2.48%. In terms of
sector themes, microled concept, mr, peek materials and other sectors led the gains; ports, shipping, real estate development and other sectors were green.
The turnover of Shanghai and Shenzhen stock markets was 822.6 billion yuan, and more than 4,300 stocks rose.
northbound funds sold a net 566 million yuan throughout the day, and made a cumulative net purchase of 43.7 billion yuan in 2023, a net purchase for ten consecutive years. In yesterday's push by
, we discussed the reasons for the surge in market volume. Some netizens left a message in the background saying that it was because "Flowers" started airing .
The author just noticed that since this TV series started airing on Wednesday (27th), A-shares have been rising for three consecutive days. Don't tell me, it's quite a coincidence.
The background of the drama is Shanghai in the 1990s. The first 4 episodes tell the story of Abao, a young Shanghai man played by Hu Ge. Under the guidance of his uncle (played by You Benchang), he made a fortune through stock trading and foreign trade, and became a wealthy man. A powerful figure in the Shanghai business community.
The "spectacular scene" of everyone trading stocks in Shanghai 30 years ago in the drama is not outdated even now.
Image source: Screenshots of related film and television dramas
Of course, for veteran investors, the movie "Stock Crazy" released in 1994 may be the most realistic portrayal of that year. In addition, many investors’ enlightenment works include the Hong Kong drama "Big Era", which will not be discussed here.
I just have a little easter egg to share with you - Shanghai Film (Group) Co., Ltd., one of the producers of "Flowers", its listed company Shanghai Film has reached its daily limit today. Although the company's stock price was calm in the first two days, we can observe whether there is any correlation between the stock price trend and the show's reputation in the future.
Back to the board. Although the rally continues today, it is obviously not as strong as yesterday. The reasons are not difficult to analyze:
First, the market did not further increase the volume of , and northbound funds did not continue to buy.
The second point is based on the first point. The main force leading the increase in has switched back to the small-cap stock . The weighted sectors are just following the increase, so the index increase is not so exaggerated.
CSI 2000 also became the second best-performing index of the year after today's close, with the first being BSE 50.
As for why the market is moving like this, some people say that yesterday was "the last day for new energy funds to adjust positions", but this is just a guess and should be used as a reference.
As long as the market is still rising steadily, I believe everyone will not be too demanding on the rhythm. Data shows that this is the first time this year that such a continuous general rise has occurred (unfortunately, this year’s market has ended).
As a relatively "new" theme in the direction of AI, the mr (mixed reality) sector has repeatedly been active in . It once again led the gains today, driving the consumer electronics sector to a collective upward attack.
On the news, Apple industry chain analyst Ming-Chi Kuo recently said that Vision Pro is Apple’s most important product in 2024. He expects Vision Pro to ship about 500,000 units in 2024. Vision Pro is currently in mass production and is expected to begin mass shipments in the first week of January 2024. Based on the current mass shipment schedule, Apple is most likely to release Vision Pro at the end of January or early February 2024.
Guo Mingchi said that if users respond to Vision Pro better than expected, it will help strengthen the market consensus that "Vision Pro is the next consumer electronics star product" and boost the stock prices of related supply chain companies.
CITIC Securities stated that Vision Pro demonstrates the current top parameter level in the field of consumer electronics on the hardware side and is expected to provide a hardware experience that comprehensively surpasses related products on the market. On the software application side, the 3D experience represented by spatial computing is different from the current mainstream 2D screens. It is expected to shape a new paradigm of user interaction from dimensions such as gestures, eye movements, and language, and further stimulate changes in software applications and production technology.
Zheshang Securities believes that MR devices are expected to further lead in iterative interactive forms and content presentations after smartphones. Based on the innovative configuration of display/perception/interaction and other aspects as the core, it is expected to help construct a next-generation core information terminal platform. With its core advantages, all supply chain links may continue to benefit. Another direction of
ai, the cultural media and game sectors, finally had a decent rebound after many days of adjustments. Seriously speaking, the Shanghai movie mentioned above can reach the daily limit, which is inseparable from the rebound of the sector. (The picture below shows the wind online game index)
data shows that the net inflow of main funds in the game sector exceeded 1.1 billion yuan throughout the day. According to
news, sensor tower recently announced the list of mobile games going overseas. 37 Chinese game manufacturers were shortlisted for the top 100 global mobile game publishers in November, attracting a total of US$1.87 billion in revenue. Many organizations stated that the number of game licenses approved at a time exceeded 100 for the first time, covering a wider range of game companies, demonstrating the policy's clear attitude of actively supporting the development of online games.
As for the "invincible" photovoltaic sector yesterday, there are certain differences in in today's trading, which is reasonable. However, there are still 7 consecutive boards of Qingyuan Stock in the sector to support the situation, and the subsequent market is obviously not over yet.
In addition, there is another positive detail in the market in the past two days, that is, the BSE 50 no longer moves in the opposite direction to the main board. Instead, there will be elastic tickets leading the rising sectors to participate in the resonance. The next opening of
will be in 2024. We will leave more reviews to the weekend. Today I wish everyone a happy weekend.
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