Today's big A opening will go all the way down! In the afternoon, the index fell by more than 1% at one point, and pulled the index back at half past two. But the fall of the SSE 50 and the CSI 300 is a good thing, how can high dividends and dividends rise every day, only when funds come out of these "lying to win" plates, other themes have a chance!
Therefore, I made it clear 3 weeks ago that the major directions related to dividends (coal, power and other sectors) have peaked (let's see 000015 the dividend index has fallen below the annual line from bearish 3 weeks ago to today), and it has been replaced by the direction of domestic alternative technology. 3 weeks ago, the focus was on the analysis of hardware represented by semiconductors (3 consecutive weeks of strength), last Friday's article began to clearly point out that the hardware will begin to spread to the software, today's software in the basic software and industrial software in the weekend under the blessing of the blockbuster news also began to have a clear inflow of funds at the bottom, this week these two major software directions are still the focus, the weekly K-line will close in the yang. (The picture below shows the opportunity of last Friday's article to predict the software again in advance)
After the market, the National Data Bureau said that it would cultivate and expand data enterprises and create a competitive, prosperous and active data industry. Tomorrow, the direction of digital software will still be the focus, and in addition, we should focus on the direction of computing power in domestic substitution.
Recently, a number of digital infrastructure projects have been accelerated and implemented, among which the intelligent computing center has become the focus of the layout. According to the latest data, the construction of computing infrastructure in mainland China has reached the world's leading level, and the proportion of intelligent computing power has increased to more than 30%. The construction of computing power has become a new important domestic demand in China, and the construction of domestic computing power may be the most certain main line, and the policy continues to increase the construction of intelligent computing infrastructure, and domestic computing power welcomes development opportunities.
Now in the market, in terms of subject matter: the independent line and the reform line have deeper excavation space, and pay attention to the detonation of new catalysis at any time. Just like the speculation of artificial intelligence back then, the first wave was also speculation based on feelings, and it was not until later that it began to slowly sort out specific things such as computing power. Therefore, the focus of this period of time should be on the search for specific new things in the line of autonomy and reform.
The mood is very good, the subject matter is just a carrier, and it is done and cherished.
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Author: Jiang Yan
Editor: Yan Dan
Producer: Wang Junji
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