ⅴ) Institutional viewpointAnalyze market hotspots, daily limit stocks, analyze northbound funds, industry funds and other content tips! Next, please look at the key points:..... 2) Grasp the "market at the end of the year and the beginning of the year", and the A-share "outsole" is forming.
..... In terms of individual stocks, the number of rising stocks is close to 2,900, and the number of daily limit stocks exceeds 100. Robot concept stocks remained strong, with more than 30 shares such as Keli trading daily. Consumer stocks once strengthened, and many stocks such as Yiming went up and down. The direction of AI application has fallen back, and Tianyu has a daily limit...... 2) Grasp the "market at the end of the year and the beginning of the year", and the A-share "outsole" is forming.In terms of net outflow, semiconductors and automobiles as a whole rank high, of which the net outflow of semiconductors is 3.928 billion yuan.
Ⅲ) Individual stock analysisAccording to the research report of CITIC Securities, on December 9, 2024, the General Administration of Market Supervision launched an investigation on NVIDIA Company in accordance with the law, which is a legal management means to regulate and maintain fair market competition order, and has a leading role in the domestic chip industry, and is expected to boost domestic computing power and market sentiment of chips in a short time. In combination with the increasing emphasis on self-control by relevant domestic departments and industry associations, we expect that the overall localization pace of domestic semiconductor industry is expected to be further accelerated, and the manufacturing link is also expected to benefit.Ⅳ) Industrial capital flow
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13