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 Shanghai Stock Exchange Index fluctuated within a narrow range today, and the ChiNext Index opened lower and moved lower. In the afternoon, the decline expanded to 1%. CATL fell nearly 4% at one point. 6G concept stocks were strong throughout the day, Benchuan Smart, Guomai Technology rose by the limit, and Xinke Mobile rose by more than 14%. ChatGPT concept stocks were repeatedly active. Hanwang Technology hit the plate in the afternoon, and its stock price hit a new high. Tom Cat’s daily limit was 20CM in late trading. Danghong Technology, Wondershare Technology, etc. rose by more than 10%, but Haitian AAC’s dive fell by more than 6%. Affected by Tesla's "Grand Plan", silicon carbide, rare earth permanent magnets and other related sectors fell, Tony Electronics, Xinpeng shares fell by the limit, Tianyue Advanced fell more than 10%, Huahong Technology, Zhongke Sanhuan, Jinli Permanent Magnets, etc. It fell more than 7%. In terms of plate concepts, 6G, CPO, ChatGPT, AIGC and other sectors are the largest gainers, while rare earth permanent magnets, integrated die-casting, silicon carbide, and perovskite batteries are the largest decliners. The total turnover of the two cities was 933.5 billion yuan, which was 14.6 billion yuan higher than that of the previous trading day. In general, individual stocks fell more than rose, and more than 3,100 individual stocks in the two cities fell. In terms of individual stock sentiment, the comparison between the rise and fall of individual stocks in the two cities is 1650:3091, and the comparison of individual stocks with daily limit and lower limit is 28:8. On the disk, the 6G concept has become a hot spot in today's market. If the follow-up can form a benign rotation with the current mainline digital economy direction, the continuation of the rebound of the Shanghai Stock Exchange Index in this round may be more worth looking forward to. On the technical side, in the context of effectively breaking through the previous highs yesterday, it is reasonable to take a break from short-term shocks. Follow-up will continue to pay attention to the 5-day moving average. As long as it does not fall below it effectively, the rebound of shocks and higher may still be expected to continue.
Data source: Financial Associated Press
Today's 6G concept stocks collectively rose sharply and performed brilliantly. In terms of news, Jin Zhuanglong, Minister of Industry and Information Technology, said at the press conference of the State Council Information Office on March 1 that he will study and formulate an action plan for future industrial development and comprehensively promote the research and development of 6G technology. According to market research firm MarketResearchFuture, the global 6G market will exceed US$340 billion in 2040, with a compound annual growth rate of 58.1%. The agency believes that China will be one of the largest 6G markets in the world, and China will also become an early adopter of 6G technology.
Data source: Straight Flush
Funding focus
Dragon and Tiger decryption:
According to the data analysis of the Dragon and Tiger List funds on March 2, the top five net purchases of funds on the Dragon and Tiger List were Tom Cat, Hanwang Technology, Tsingshan Paper, Guomai Technology, and Xinke Mobile. The net purchases of funds were 489 million yuan and 346 million yuan respectively. 100 million yuan, 86.64 million yuan, 78.22 million yuan, and 65.11 million yuan. The top of the list of funds on the Dragon and Tiger List is Tom Cat, 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
①Tom Cat (300459) , which took the top spot in the Dragon and Tiger List today, belongs to the sector: media, with a net purchase of 489 million yuan, and institutional purchases are obvious. Reasons for the list: Securities with daily closing price increases of 15% with price fluctuation restrictions. 1. On March 2, Open AI released the official ChatGPT API today, which is said to significantly reduce the cost of use. During the session, a relevant person from the Tom Cat Securities Department said that "the new interface should have been tested." 2. The company's main business is the mobile Internet cultural industry business. The company's products or services include information technology and services, and IP copyright. 3. In 2021, the company's overseas subsidiary launched the GameBud Talking Tom voice intelligent interactive playmate. This intelligent product realizes the link with game products such as "Tom Cat Parkour" and "Tom Cat Hero Parkour". Real-time communication, voice interaction and other functions. 4. In the "My Talking Tom" product, the company has used AR expansion technology to enable the virtual image of Tom to be presented in the real scene. 5. The company has established a joint venture with a third party in February 2022 Shanghai Jinke Tom Cat Life Technology Co., Ltd. (hereinafter referred to as "Shanghai Tom Cat"). Its main business is brain-computer interface, brain function data analysis, digital game therapy, etc. Innovative business.
Data source: Straight Flush
②汉王科技（002362），资金净额买入3.46亿元，所属板块：计算机应用。上榜原因：日换手率达20%的证券。1.公司从事于计算机视觉(文本图像识别、生物特征识别、视频结构化)、自然语言处理、智能人机交互技术的研究。主要产品或业务为笔智能交互、文本大数据与服务、AI终端、人脸及生物特征识别等。2.据2022年半年报：汉王科技作为人工智能领域的先行者，在视觉图像识别及人机智能交互方面持续投入，拥有业内领先文本图像识别、自然语言处理、生物特征识别、智能视频分析、智能人机交互等人工智能产业链关键技术。3、公司的无纸化签名产品、人脸识别产品、扫描仪等行业智能终端产品积极参与信创国产操作系统的适配测试，并取得相关产品认证，多款产品已实现批量出货。2021年2月，公司连续第四年被北京企业评价协会在诚信创建企业认定活动中认定为“北京市诚信创建企业”。4、公司作为人工智能领域的技术型企业，主要将技术和产品应用在各行业数字化转型，用数宇化信息服务落地数字经济的应用场景，智慧建筑、智慧工地、智慧城市及大数据服务均有产品或技术涉及。
数据来源：同花顺
③青山纸业(600103），净额买入8664万元，所属板块：造纸。上榜原因：日涨幅偏离值达7%的证券。1、公司主要从事竹木浆、浆粕、纸袋纸、纸制品、光电子产品、医药产品、林木产品等产品产销及其贸易经营。主要产品有纸、浆粕、纸板纸箱、副产品、本色浆、医药、光电子、商贸、机电维修安装。 2、子公司恒宝通紧紧围绕国家“三网融合”政策、“宽带中国”战略，加大对大客户的开拓及25G、40G、100G光模块的推广力度，在10G、16G、电口产品等细分领域具有较强优势。恒宝通为数据中心、数据通信等光纤传输、接入系统提供高速光模块产品。 3、子公司恒宝通光电子股份有限公司主营光通信模块及组件产品的研发、生产及销售，系国家级高新技术企业。产品主要应用于移动通信领域，为全球大型模拟半导体设备供应厂商Avago逾十年的供应商。
数据来源：同花顺
3.机构资金参与前五个股：
今天机构资金参与度前五名中最高的股票是博创科技，公司所属行业通信设备。1、公司主要为全球范围内高速发展的光纤通信网络和互联网数据中心市场提供高质量的光信号功率和波长管理器件以及高速光电收发模块，其中光分路器和密集波分复用器件占据全球领先市场份额。23年2月8日回复称，公司正在CPO技术领域进行研发和产品准备。 2、公司从无源器件领域迈入有源器件领域，通过拼接硅光方案，切入华为25G前传光模块市场，同时布局数通400G光模块产品。 3、公司专注于集成光电子器件的后端封装,为电信传输及接入网和数据通信提供光无源和有源器件;在PLC技术平台上积累了许多无源器件的应用,未来将在MEMS技术平台和高速有源组件及模块发力。 4、子公司成都迪谱在10G PON领域的研发生产方面走在市场前列，国内首家发布10G Combo PON光模块，是中兴与华为的认证供应商。
数据来源：同花顺
4.龙虎榜风口资金游资参与前五个股：
今日龙虎榜风口资金中前五只股票全部涨停。欣贺股份（服装家纺）得到苏南帮游资的关注；魅视科技（计算机设备）得到炒股养家和量化打板游资的关注；苏州科达（计算机设备）得到成都系游资的关注；*ST新海（计算机应用）得到知名游资和一线游资的关注；恒久科技（光学光电子）得到申港广东分和宁波桑田路游资的关注。
数据来源：同花顺
个股高度
连板个股：今日连板股总数有6个，较上一个交易日增加2个，两市最高连板五连板九牧王（服装家纺）。随着指数的不断上涨，市场短线情绪逐步回暖，信心逐步提升。不过，指数还想要维持快速上涨结构，后续的量能则需要保持温和递增的态势，反之量能不增反减的话，震荡轮动仍是当前市场的主旋率。
参考资料：同花顺、财联社
上海亚商投资顾问有限公司（简称亚商投顾），成立于1994年，是中国证监会特许证券投资咨询机构（许可证号：ZX0072）。
在20余年的发展历程中，亚商投顾一路伴随中国资本市场的发展而成长。未来，亚商投顾也将继续不忘初心，牢记使命，打造投资者认可、信赖、尊敬的金融服务机构
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