U.S. stocks continue to rise, even if there is negative economic data, U.S. stocks are still rising, which means that no matter whether the economic data in the external market is good or bad, it cannot change the bull market of U.S. stocks hitting new highs. Recently, due to the impact of the sharp rise in the US dollar, the financial market has seen a trend of "blood pumping", and some funds have chosen to return to the US stock bull market, so the trading volume of the A-share market cannot be increased. The A-share market is in the stage of chaotic governance, and it still needs time to improve the system.
In the short term, it gives domestic large model companies the opportunity to "self-market" and take the opportunity to compete for more users, and in the long run, it can force the iterative and accelerated development of domestic large models and drive Chinese enterprises to accelerate independent research and development. After OpenAI's clear restrictions, the market is expected to eliminate "OpenAI shell" products, and at the same time encourage domestic large model companies to accelerate independent research and development, promote the development and innovation of domestic AI technology, and developers and enterprises are also expected to turn to domestic large models to avoid possible risks in the future. From a long-term perspective, OpenAI's move may promote independent innovation and R&D of AI technology in China. Previously, there were some casing applications based on OpenAI technology in the market, and these products lacked core competitiveness and innovation capabilities.
The three major indexes collectively opened low, and then collectively pulled up and turned red, the stocks in the two cities rose more and fell less, and the theme plate performed strongly in copper cable high-speed connection, flying cars, communication equipment and other sectors, and the performance of textile and apparel, wine, daily chemicals and other sectors was poor. The concept of virtual power plant has been repeatedly active, Sanhui Electric 3 boards, Heshun Electric, Aote Xun daily limit, Encore, Zhongheng Electric and other shares rose more than 5%, with the construction of the national unified power market and electricity spot market in the future to further advance, the total number of electricity market transactions and the number of market entities will further increase. Low-altitude economic concept stocks rebounded at the opening, Sichuan University Zhisheng daily limit, Jindun shares, Jianxin shares and other shares rose more than 5%, Zhejiang Province low-altitude industry development Co., Ltd. was inaugurated yesterday, with a registered capital of 1 billion yuan, as the secondary enterprise management of Zhejiang Airport Group, and the integrated operation of Zhejiang General Aviation Company.
Copper cable high-speed connection concept stocks rose sharply, Wall nuclear materials daily limit, Kaiwang Technology 20CM daily limit, Shenyu shares rose more than 10%, LightCounting pointed out that from 2023 to 2027, the high-speed copper cable market will continue to expand at a compound annual growth rate of 25%, and high-speed copper cable shipments are expected to reach 20 million by 2027. The consumer electronics sector continues to be strong, Desay Battery, Hexing shares daily limit, Yingtong Communications, Goertek shares, etc., in the context of the recovery of consumer electronics demand and the entry of AI mobile phones into the stage of nativeization, the era of AI mobile phones led by Apple will accelerate. In the new energy vehicle market, the retail sales from June 1 to 23 reached 534,000, an increase of 19% over the same period last year, an increase of 7% over the same period last month, and a year-on-year increase of 32% since the beginning of this year.
The Shanghai Composite Index opened lower and moved higher on Friday, returning to above the 5-day line, and there was a trend of pulling the index higher in the closing market of June. On the one hand, such a disk is to prepare for the "seven turnaround market" in July, on the other hand, in order to change the downward trend, it is still necessary to pay attention to the money-making effect of the market, otherwise it is difficult to have the opportunity to continue to attack, especially to pay attention to the movement of large-cap blue chips and financial stocks. In the afternoon, pay attention to whether the Shanghai Composite Index can stabilize above 2980 points.
The ChiNext index fluctuated in the red after opening low on Friday, and was suppressed by the 5-day line, mainly because technology stocks did not take the lead and there was a divergent trend. The trend of new energy and technology stocks will directly determine the trend of the ChiNext index, and whether the disk can further strengthen, this position is still cautious, but also pay attention to the rebound after the index stabilizes, and the repair trend of small and medium-sized micro stocks is often the most violent! In the afternoon, pay attention to whether the GEM index can stabilize above 1700 points.
Lunchtime highlights:
1. As of June 27, the financing balance of the Shanghai Stock Exchange was 770.258 billion yuan, a decrease of 1.797 billion yuan from the previous trading day, the financing balance of the Shenzhen Stock Exchange was 684.236 billion yuan, a decrease of 1.592 billion yuan from the previous trading day, and the total of the two cities was 1454.494 billion yuan, a decrease of 3.389 billion yuan from the previous trading day.
2. The People's Bank of China carried out a 7-day reverse repurchase operation of 50 billion yuan today, and the winning interest rate was 1.80%, the same as before. There is a reverse repurchase of 10 billion yuan due today