This Sector, Bullish Signals Out~
Today's market saw a diversified trend, with the Shanghai Composite Index rising slightly, while the Shenzhen Component Index and the ChiNext Index fell.
Sales volume reached 8.799 trillion yuan, down from yesterday's 9.85 trillion yuan, and northbound funds sold out 18.36 billion yuan net today.
Ai concept stocks all rallied, led by CPO direction, with ChatGPT concept stocks surging, and smart manufacturing concept stocks remaining lively. Financial stocks rose sharply during the day.
On the downside, new energy concept stocks fell into adjustment.
Tonight's market is characterized by a bottom reversal in new energy concept stocks, with some investors selling out, while most of their money went to buying AI-related stocks.
From a news perspective:
Today, the World Artificial Intelligence Conference was held in Tianjin, where:
Minister Wang Zhijiang said that the Ministry of Science and Technology will strengthen basic theory research and frontier technology research institutions to build several regional AI highlands and technology platforms.
Educational Minister Wu Jinpeng emphasized the need to actively promote the integration of artificial intelligence technology with education.
The Beijing Municipal Committee on Deepening Reforms held its fifth meeting, emphasizing that it will push for breakthroughs in AI development and advance the construction of the Beijing National New Generation AI Innovation Development Zone and the National AI Innovative Application Pioneer Area. It will also optimize the AI industry support policy to build several demonstration cases with strong influence and driving capacity.
Additionally, there is an article titled "Short Article" that says two major companies in North America have updated their requirements for next year's 800G, with a total of 7 million units expected, plus orders from three cloud customers. The industry may reach 10 million units by 2024, exceeding the previous market expectation of 300-400 thousand units.
Enough good news for AI concepts?
However, there is also a rather shocking message: Securities trading stamp duty revenue in January-April reached 71.6 billion yuan, down 42.7% year-on-year, where did the money go?
This is the 42nd fixed-investment day for Little Bird Steady Flight, which automatically invests 1,000 yuan.
Currently, a total of 48,000 yuan has been invested, with cumulative earnings of -25.75 yuan (as of May 17th).
After upgrading to the investment portfolio, Little Bird Steady Flight has been running for 385 days, with cumulative earnings of 3.53%, maximum drawdown of -3.76%, and annualized return of 3.45%.
Little Bird will continue to invest every Thursday, and update the portfolio's earnings on the same day. Welcome everyone to follow along and even join in on the investment.
This article was first published on WeChat public account: Little Bird Finance. The content is the author's personal opinion, not representative of Hexun.com. Investors are advised to act based on this information at their own risk.
(Responsible editor: He Feng )