Shanghai Asia Business Investment Consulting Foreword: Don’t be afraid of the ups and downs of the market, decipher the funds on the Dragon and Tiger List, track the trends of front-line hot money and institutional funds, and identify short-term hot spots and strong stocks.
１. Market information
The large index fluctuated and adjusted in the morning, bottomed out and rebounded collectively in the afternoon, then weakened slightly towards the end of the trading session. AI concept stocks rebounded across the board, with Danghong Technology hitting its daily limit of 20cm, and many stocks such as Wangda Software, Visual China, Lisheng Sports, and Xinyada were closed. Data element concept stocks rose.
In terms of decline, the divergence of high-priced stocks intensified, with many early strong stocks such as Sanbaishuo, Wenyi Technology, Yinbaoshanxin, Xilong Science, Hunan Tianyan, and Weidi Shares closing their lower limits.
In terms of sector concepts, intellectual property, media, data elements, film and television sectors were among the top gainers, while heavy trucks, diet pills, car sales, catering and other sectors were among the top losers. The total turnover of the two cities was 820.2 billion yuan, 3.2 billion yuan higher than the previous trading day, and northbound funds bought 400 million yuan in net. Generally speaking, individual stocks fell more than they rose, with more than 3,100 stocks falling in the market.
In terms of individual stock sentiment, a comparison of the rise and fall of stocks in the two cities1724:3169, a comparison of the rise and fall of stocks in the two cities 42:21, 15 stocks exploded, with a blast rate of 29 %.
On the market, the market as a whole is still mainly consolidating with shocks. The Shanghai Stock Exchange Index closed with a cross star for two consecutive trading days, showing some signs of stabilization in the short term. From a technical perspective, if the market wants to truly achieve short-term strength, it still needs a red K with volume to effectively stand above the 5-day moving average for confirmation.
Data source: Financial Associated Press
Yesterday, the AIGC concept was among the top gainers, with the popular technology hitting the daily limit of 20cm. On the news, Google announced the launch of Gemini, what it considers to be the largest and most powerful artificial intelligence model.
CITIC Securities research report pointed out that recently, Google announced the release of a new generation of large model Gemini, which once again triggered the market's continued attention to the artificial intelligence industry. The Gemini model is the first multi-modal model released by Google and globally. It is the first model to surpass human experts in terms of performance in MMLU. The official release of the multi-modal Gemini model can, on the one hand, broaden the application scenarios, and on the other hand, bring about continuous upgrades in computing power requirements.
We continue to be optimistic about the prospects of the subsequent AI industry and believe that the subsequent release of models such as GPT-5 will also bring more catalysts.
Data source: Flush
Second. Investment Jujiao
1. Dragon and Tiger Decryption:
Analysis of the capital data of the Dragon and Tiger List on December 7. The top five net buying funds of the Dragon and Tiger List are Xinyada, Visual China, Infront Micro, and Wufang Optoelectronics , Sichuan Jinding, net purchases of funds were 180 million yuan, 158 million yuan, 96.06 million yuan, 75.44 million yuan, and 69.23 million yuan respectively. The top spot on the Dragon and Tiger list was the computer application sector stock information Yada.
The above data comes from Flush. The individual stocks involved in the article are for display only and are not intended to be shared tips. They do not constitute investment advice. Please operate at your own risk.
2.The top three funds in the Dragon and Tiger List
①Xinyada（600571）, yesterday took the top spot on the Dragon and Tiger List. It belongs to the sector: Xinyada, with a net purchase of 180 million yuan, and institutional buying was obvious. Reasons for inclusion on the list: Securities with a cumulative increase deviation of 20% within three consecutive trading days.
1. Announcement of changes on the evening of December 5: As of the date of this announcement, the company has not invested in Pika and has no plans to invest in Pika; Guo Wenjing, one of the founders of the Pika development team, does not work in the company, and the company has no personnel exchanges with Pika.
The company does not have any business dealings with Pika. The company does not have products or businesses related to artificial intelligence video generation. The company's current product categories and business scope are quite different from the products and businesses involved in Pika. According to a previous report by China Fund News on November 30, the AI video software Pika 1.0 founded by Guo Wenjing, the second daughter of Xinyada Chairman Guo Huaqiang, has become popular in overseas markets.
2. The company is a leading provider of financial technology products and services in China, focusing on the financial industry and serving financial industry customers, mainly banks.
Data source: Flush
②Visual China（000681), the net amount of funds purchased is 158 million yuan, and the sector it belongs to: media. Reason for being on the list: Securities with a daily increase deviation of 7%.
1. The company provides 400 million pictures, 30 million videos, 350,000 pieces of music and other salable materials of all kinds, making it one of the largest similar digital copyright content platforms in the world. The company has more than 500,000 contracted creators worldwide, and has established strategic partnerships with more than 300 professional media and copyright organizations around the world, including Xinhuanet, China News Service, Getty Images, Associated Press, and AFP.
2. The company has successively formed strategic partners with Internet platforms such as Baidu, Tencent, Alibaba, Weibo, Sogou, 360, JD.com, Kingsoft Office, and Cavan. Among them, Cavan's plug-ins rank at the forefront of GPTs traffic.
3. The company develops a combined service system of "AI intelligent search + AI inspiration generation" and integrates AI inspiration generation services into existing workflows to better serve customers.
Data source: Flush
③Infront Micro(000670), net The total purchase amount is 96.06 million yuan, and the sector it belongs to is: other electronics. Reason for being on the list: Securities with a daily increase deviation of 7%.
1. On the evening of November 22, Infront Micro disclosed its restructuring plan and planned to purchase 49% of the shares of Huaxinke and 49% of the shares of WORLD STYLE by issuing shares and paying cash. Trading of the company's shares will resume on November 23.
2. The company’s main business includes the distribution of electronic components and the R&D, design and sales of integrated circuit chips. The company carries out electronic component distribution business through its holding subsidiaries Huaxinke and WORLDSTYLE; it conducts chip R&D and design business with its wholly-owned subsidiary Shanghai Infront Micro and its holding subsidiary Shaoxing Huaxinke as the main bodies.
3. The company acts as an agent for products from many well-known electronic component manufacturers at home and abroad. The products involved mainly include radio frequency chips, fingerprint chips, power chips, memory chips, passive components, comprehensive components, etc.
Data source: Flush
3. Institutional funds participate in the top five stocks:
The stock with the highest institutional capital participation among the top five yesterday was Xinyada, which belongs to the computer application industry.
1. According to a previous report by China Fund News on November 30, the AI video software Pika1.0 founded by Guo Wenjing, the second daughter of Xinyada Chairman Guo Huaqiang, has become popular in overseas markets.
2. The company is a leading provider of financial technology products and services in China, focusing on the financial industry and serving financial industry customers, mainly banks.
Data source: Flush
4. The top five stocks with hot capital participation in the Dragon and Tiger List:
Yesterday, the top five stocks on the Dragon and Tiger list all hit their daily limit.
Xinyada (computer application) has attracted the attention of hot money speculators;
Sichuan Jinding (building materials) has attracted the attention of West Lake International Trade Hot Capital;
Beijing culture (media) has received the attention of quantitative market makers and quantitative fund hot money;
Lisheng Sports (other social services) has attracted the attention of Brother Zhao and Foshan hot money;
Tianqi Model (auto parts) has attracted the attention of quantitative funds and front-line hot money.
Data source: Flush
3. both altitude
Continuously listed stocks:YesterdayThe total number of consecutively listed stocks was 15, an increase of 5 from the previous trading day, the highest number of consecutively listed stocks in the two cities Six-connected board Xinyada (computer application). The financial technology concept Xinyada has a 6-link board, the data element concept Longbian Media and the education stock Agli Education have a 5-link board, and the charging pile superimposed on the AMC concept of Moen Electric and the dairy stock Yiming Food have a 3-link board.
Yesterday, the direction of high-priced stocks on the board diverged. Only Education went out of the "quasi-heaven and earth" market during the session, and Yinbaoshan made a new move out of the "quasi-heaven and floor". In the afternoon, Baoli International, Xinnuowei, Chongqing Luqiao and other high trend stocks went out together. The flash crash market shows that the sentiment of capital grouping has further loosened. As the capital situation is generally tight near the end of the year, the lack of market risk appetite may further inhibit the willingness of capital to pursue higher relays. The rotation opportunities in the oversold direction can be further paid attention to.
Reference materials: Tonghuashun, Cailianshe
Statement: The above content comes from the Financial Research Institute of Shanghai Yashang Investment Consulting Co., Ltd. This page is based on public data. It compiles and compiles the public information. It represents the views and judgments on the date of release. The completeness and accuracy of the information are not guaranteed. It is for learning reference only and does not constitute investment advice. Investors should choose carefully, make decisions independently, and bear their own risks. Investments are risky and they need to be cautious when entering the market.