What a surprise!
This morning, the volume of A shares rose sharply, and as of the close of the morning,The Shanghai Composite Index rose 0.8% to 3,113.29 points, a record high for the year.Shenzhen Component Index rose 2.18%, and Growth Enterprise Market Index rose 3.6%. More than 4,300 stocks in Shanghai and Shenzhen stock markets rose, with a turnover of 798.6 billion yuan, an increase of 160.2 billion yuan over the same period last Friday.
Northbound funds continued to buy, and the net inflow of A shares reached 12.716 billion yuan in the morning. Last Friday, the net inflow of northbound funds was 22.449 billion yuan, a record high in a single day.
Hong Kong stocks continued to rebound, rising sharply in intraday trading. As of midday, the Hang Seng Index rose by 1.29%, the Hang Seng Science and Technology Index rose by 0.81%, and the State-owned Enterprises Index rose by 0.90%.
Treasury futures fell sharply in the morning, among which the 30-year main contract fell by 1.19%. The real estate sector rose sharply.Rare daily limit, the last daily limit occurred on November 29, 2022, with an interval of 516 days.
Three new market expectations
Recently, a series of performances of A shares and Hong Kong stocks have prompted the market to produce three new expectations:
First, the northbound capital has been bought continuously. Can it boost it?The trend of stocks or core assets?
Second, treasury bond futures have fallen sharply. On the one hand, it may suppress the trend of high dividend assets. On the other hand, will the funds "move" and to what extent will they flow to A shares and Hong Kong stocks?
Third, the continuous surge of Hong Kong stocks and the outbreak of A-share brokerage stocks can trigger a wave of A-share index market?
The real estate sector rose sharply
Last Friday, the real estate sector broke out, and this morning, the real estate sector continued to rise.、、Wait for multiple daily limit. The Hong Kong stock real estate sector rose even more sharply.、、Wait for stocks to rise. What happened behind this?
Recently, the good news about real estate has continued. Today, the market news has revived "warm wind", which has played a catalytic role in the emotional aspect of plate investment.
In addition, according to the "Chengdu Release" WeChat WeChat official account news, on April 28th, Chengdu released a new policy of heavy property market, completely canceling the housing purchase restriction: the housing transactions within the city will no longer review the purchase conditions such as household registration and social security, and will no longer limit the number of purchases. On April 27th, Nanjing Anju WeChat WeChat official account released the announcement of Nanjing Anju Construction Group on the pilot activity of "trade-in" of existing housing, with the first batch of 2000 pilot units, from the date of announcement to December 31st, 2024, when the quota is full.
On April 27th, for overseas rating agencies.Vanke’s credit rating was downgraded to Ba3 again, and Vanke responded to China.The reporter of China Securities Taurus said that the company expressed firm opposition to the decision made, hoping to accurately evaluate and reflect the company’s situation and maintain market stability. Vanke said that at present, the company’s operation has remained stable, and the scale of contract sales has continued to maintain the leading position in the industry. As always, financial institutions have supported the company, and Shenzhen state-owned assets and major shareholders have supported the company and continued to provide substantial support. Based on the pessimistic outlook of the industry and the concern about the company’s uncertainty, rating agencies made a decision to adjust the company’s rating, which failed to fully and effectively reflect the company’s positive measures in operation, financing and liquidity, and also misled the market and aggravated unnecessary panic.
TMT plate rose sharply.
This morning, the TMT plate rose sharply., humanoid, chips, media and other sectors were among the top gainers.
In the news, the TMT plate also ushered in intensive catalysis in the past two days. Specifically, first, April 27th, in 2024.Forum annual meeting futureAt the Pioneer Forum, Shengshu Technology and Tsinghua University officially released the first large video model Vidu with long duration, high consistency and high dynamics in China. This model adopts the team’s original architecture, U-ViT, which combines Diffusion and Transformer, and supports one-click generation of high-definition video content with a resolution of up to 1080P.
Second, on April 28,CEO Musk started a new trip to China, which attracted market attention. In the afternoon, Musk said on social media: "About 10 billion US dollars will be invested in AI training and reasoning this year, and reasoning is mainly used in cars." In addition, on April 28th, China Automobile Association issued the "Notice on Testing Four Safety Requirements for Automobile Data Processing (First Batch)", among which,Ideal, Lotus, Union(Nezha Auto),,76 models from 6 companies meet the requirements of automobiles.Four compliance requirements. From the perspective of specific models,Both domestic Model 3 and Model Y meet the requirements of automobile compliance, and they are the only foreign-funded enterprises that meet the requirements of compliance. This morning,The plate rose sharply.、Waiting for the increase to exceed 14%.
Thirdly, Beijing Humanoid Innovation Center officially released the first self-developed universal humanoid mother platform in China on April 27th, named "Tiangong". It is reported that "Tiangong" is 163 cm tall and has a lightweight weight of 43 kg. It is equipped with multiple visual senses.It is equipped with 550 trillion operations per second, high-precision inertial measurement unit (IMU) and 3D vision, and has solved the basic motion control problem.