Foreword of Shanghai Asia Business Investment Consulting : No fear of market ups and downs, deciphering funds on the Dragon and Tiger List, tracking the movement of first-line hot money and institutional funds, and identifying short-term hot spots and strong individual stocks.
- market sentiment
The three major indexes continued to adjust today. The Shanghai Stock Exchange Index fell by more than 1% in the afternoon and fell below the 3300-point integer mark. The ChiNext Index once fell by more than 2%. Semiconductor chip stocks fell across the board. Shengong shares and Leon dropped their limit slightly, Shijia photonics, Huafon measurement and control, and Shengbang shares fell by more than 10%, and more than a dozen stocks such as Changguang Huaxin and Shanghai Belling fell by more than 7%. Tourism and other consumer stocks fell, Western Region Tourism fell by the limit, Jinling Hotel, Quanjude, Tibet Tourism, Jin Jiang Hotel, etc. fell more than 5%. AI applications such as media and games set off a trend of daily limit again. China Publishing went out of the three-linked board, and more than ten stocks such as Star Entertainment, Youzu Network, Dianhun Network, Century Tianhong, Simi Media, and Southern Media had their daily limit. In terms of sector concepts, sectors such as games, media, CPO, and intellectual property are among the largest gainers, while gold, catering, sugar, and automotive chips are among the largest decliners. The total turnover of the two cities was 1,083.4 billion yuan, a decrease of 134.4 billion yuan from the previous trading day. In general, individual stocks fell more than rose, with more than 2,800 stocks in the two cities falling, and more than 50 stocks fell by more than 9%. In terms of individual stock sentiment, the comparison between the rise and fall of individual stocks in the two cities was 1963: 2842 , and the comparison of daily limit and lower limit stocks was 39 : 47. 9 stocks were blown up, with a blowout rate of 24%, and the net sales of northbound funds exceeded 3.8 billion yuan. The overall market continued to consolidate today, with the Prev Index falling 0.78% and falling below 3,300 points. On the disk, AI concept stocks ushered in a recovery rebound. Among them, the media and entertainment sector on the downstream application side has the largest increase, and the direction of hardware computing power also ushered in the return of funds. The doubts about the weakening of the stock market have not been completely resolved, and the continuity of the rebound in the direction of AI is still the focus of follow-up viewing. In addition, the concepts of digital currency and new crown drugs are also active in the market. Against the background of the overall divergence of the main line, these rotating branches are also worthy of continuous attention.
Data source: Financial Associated Press
Today, the direction of media and entertainment ushered in a strong restoration, among which Xinghui Entertainment and Century Tianhong both received 20CM daily limit. Galaxy Securities released a research report saying that in the short term, with the opening of a new round of product cycle, positive signals from the profit side and the policy side are expected to boost the valuation of the game industry. In the long run, AIGC is expected to help game manufacturers achieve low-cost, high-quality mass production of scenes and original paintings, thereby reducing costs and improving efficiency for game manufacturers. In addition, the value of the core IP and data assets in the media industry will continue to rise in the AI era, and it is expected to become the first direction to realize performance.
Data source: Straight Flush
- Funding focus
- Dragon and Tiger decryption:
According to the data analysis of the Dragon and Tiger List funds on April 24, the top five net purchases of funds on the Dragon and Tiger List were Century Tianhong, Longjian Shares, Hongbo Shares, Huajian Group, and Zhongyuan Media . The net purchases of funds were 107 million yuan, 87.77 million yuan, 80.02 million yuan, 77.05 million yuan, and 75.70 million yuan. The capital of the dragon and tiger list is topped by Century Tianhong, a stock in the media sector.
The above data comes from Flush, and the stocks involved in the article are for display only, not as sharing reminders, and do not constitute investment advice, and operate at your own risk.
2. The top three funds in the Dragon and Tiger List
①Century Tianhong ( 300654 ) , today won the top spot in the Dragon and Tiger List of funds, the sector it belongs to: media, with a net purchase of 107 million yuan, and institutional purchases are obvious. Reasons for the list: Securities with daily closing price increases of 15% with price fluctuation restrictions. 1. The company's main business is the planning, design, production and distribution of teaching supplementary books, providing learning and test preparation solutions for primary and secondary school teachers and students in my country. 2. Interactive reply on February 3: The AI model and AI-related algorithms used by the AI composition correction product "Pen God" invested by the company have been following the latest cutting-edge technology, from the earliest classic statistical algorithms to word vectors, and then Up to Bert's derivative algorithm, it has been continuously upgraded. At present, "Pen God" uses the latest algorithm based on Transformer as the bottom layer of the AI model, just like ChatGPT. 3. In the field of K12 basic education in my country, the main products are teaching aid books for primary and secondary school students. In the field of education publishing, the company has created a series of learning aids with "Zhihong Optimization" as the core brand , including "Optimized Design", "Optimized Training", "Ten Years of College Entrance Examination", "Excellent Teaching Plans", "Smart Backpack" and "Selected Essays of Time".
Data source: Straight Flush
②Longjian Co., Ltd. ( 600853 ) , with a net capital purchase of 87.77 million yuan, belongs to the sector: architectural decoration. Reasons for being on the list: Securities with accumulative increase deviation of 20% within three consecutive trading days. 1. The company and the Russian Natural Gas Vehicle Transport Union jointly established Yiha Company in 1992. The company holds 59.47% of the shares of Yiha Company, and the Russian Natural Gas Vehicle Transport Union holds 40.53% of the shares of Yiha Company. The company also established a Moscow branch in Russia. In the past, due to exchange risk and other reasons, it has not participated in related projects in Russia so far. 2. The company's main business is road construction. 3. The company has successively obtained projects in 7 countries along the "Belt and Road". While obtaining construction tasks, the company will share project implementation experience and construction technology with the provinces and countries along the “Belt and Road” through technical consultation and consortiums, etc., to build the Longjian brand and enhance the influence of Longjian. The company will continue to implement the national "going out" development strategy, and grasp the development opportunities of the China-Mongolia-Russia Economic Corridor and the "Belt and Road" strategy. 4. The company is a state-owned enterprise. The ultimate controller of the company is the State-owned Assets Supervision and Administration Commission of the People's Government of Heilongjiang Province.
Data source: Straight Flush
③ Hongbo shares ( 002229) , with a net purchase of 80.02 million yuan, the sector it belongs to: packaging and printing. Reasons for listing: Securities with a daily increase deviation of 7%; securities with a daily amplitude of 15%. 1. Interactive reply on April 24: InBev Digital has signed a computing power leasing service contract with Wuji Smart (Beijing) Technology Co., Ltd. InBev Digital will provide Nvidia’s high-performance computing power to Wuji Smart within 12 months after the agreement is signed. For GPU computing power rental service, no more than 256 servers will be delivered in one phase, with a total computing power of no less than 1280P. 2. Interactive reply on April 24: Beijing AI Innovation Empowerment Center is in normal operation. 3. In August 22, in order to further accelerate the layout and cultivate new profit points of the company, expand the company's business industry chain, and increase the company's investment income, the company and Zhongguancun Zhongheng Cultural Technology Innovation Service Alliance, NVIDIA Corporation, InBev Digital Technology are located in Beijing Jointly established the Beijing AI Innovation and Empowerment Center, and signed the "Cooperation Agreement" to carry out project construction and operation services in the field of artificial intelligence technology. These include machine learning, deep learning, NLP natural language processing, AIOT and other AIGC-related technology research and development and industrial layout. At present, InBev Digital's virtual Guan Peisheng Little E has been launched. 4. The company's main business covers security printing, lottery new channel services, book printing and high-end packaging printing, etc.
Data source: Straight Flush
3. Institutional funds participate in the top five stocks:
The stock with the highest participation in the top five institutional funds today is Huajian Group, which belongs to the construction and decoration industry. 1. The main business scope of the subsidiary Huajian Datachuang (Shanghai) Technology covers technology development in the fields of construction, information, and software technology, construction engineering design for construction, and sales of computer software and hardware. Huajian Group released the first-generation virtual design institute platform product - "Yunhuajian" Beta version, which is the country's first digital collaboration platform for architectural engineering design projects. 2. The company has signed strategic cooperation agreements with Microsoft (China), Autodesk Software (China), etc. to carry out all-round cooperation in the fields of holographic technology MR mixed reality, Internet software service model, BIM+FM platform product development and other fields. 3. In February 23, the first employee digital technology innovation competition of Huajian Group was held, using digital technology innovation solutions. It demonstrates the high emphasis on technologies such as new AI algorithms and software and the determination to vigorously promote the application of AIGC. 4. The company's main business areas cover multiple industries such as construction, and carry out businesses including engineering surveys. It is positioned as an integrated service provider that focuses on engineering design consulting and provides high-quality comprehensive solutions for urban construction. The actual controller is Shanghai Municipal State-owned Assets Supervision and Administration Commission.
Data source: Straight Flush
4. The top five stocks that hot money participates in:
Three of the top five stocks in today's Dragon and Tiger list have their daily limit. Zhongyuan Media (media) received the attention of quantitative funds; *ST Rihai (communication equipment) received the attention of hot money from Zhejiang Gang and Wenzhou Gang; Sharp Aisi (chemical pharmaceuticals) got the attention of quantitative funds and the first board mining hot money; Jinglan Science and technology (environmental protection) has attracted the attention of hot money from the Wenzhou Gang and Sunan Gang; Jiakai City (real estate development) has attracted the attention of hot money from the Chengquan Department.
Data source: Straight Flush
- stock height
Connected stocks: There are 3total connected stocks today,one more than the previous trading day, andthe highest number of connectedstocks in the two cities is China Publishing (media). At present, when the market's profit-making effect is weak, some funds still choose to concentrate on core high-end stocks for hedging. However, the three major stock indexes continued their weak decline today. Among them, the Shanghai Index fell slightly below the 60-day moving average, and the ChiNext Index even fell back to the previous low. On the disk, although the direction of media and entertainment on the AI application side has strengthened collectively, it has not resonated with the index, and the short-term risks of the market have not yet been fully released. Therefore, considering the safety of funds, it is safer to wait patiently for the overall loss effect of the market to be repaired before entering the market.
Reference materials : Flush, Financial Associated Press
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Disclaimer: "This page is generated based on public data, and the content is for learning and reference only, and does not constitute investment advice.
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