Humanoid robot erupts againAnalysts believe that on the one hand, it may be related to the external environment. During the Asian session today, the world's major stock index futures all fell. The market expects that the Fed may cut interest rates next week, but it tends to be more hawkish in the interest rate outlook. On the other hand, because it is Christmas Eve, the willingness of foreign investors to do more may not be strong. On the domestic side, it is also at the end of the year, so the market may be cautious.[AI application is very active, "loose" is good for big consumption! 】
In addition, FTSE China A50 index futures dropped sharply, closing down more than 3.5%.Founder Securities pointed out that since the the Political Bureau of the Communist Party of China (CPC) Central Committee meeting in September, various localities have implemented a package of incremental policies, and with the recent introduction of a series of favorable policies, the momentum of economic development has been improving. At present, the PE-TTM of Shenwan food and beverage sector is 21.13 times, and the valuation quantile in the last three years is only 12.9%, and the valuation quantile in the last five years is 7.8%. The policy catalysis drives the sentiment of the sector to improve, and we are optimistic about the layout opportunities at the bottom of the sector, focusing on the pro-cyclical segmentation sectors such as catering supply chain and head liquor.In the retail sector, Yonghui Supermarket, Jiajiayue, Dongbai Group, Youhao Group and Zhongbai Group have daily limit.
A50, Hong Kong stocks mutation! A-share heavy volume, large consumption, collective pull-up and active AI application conceptAnalysts believe that on the one hand, it may be related to the external environment. During the Asian session today, the world's major stock index futures all fell. The market expects that the Fed may cut interest rates next week, but it tends to be more hawkish in the interest rate outlook. On the other hand, because it is Christmas Eve, the willingness of foreign investors to do more may not be strong. On the domestic side, it is also at the end of the year, so the market may be cautious.In terms of industry, OpenAI announced that it will announce new products and functions for 12 consecutive working days starting from December 5. At present, the official version of o1, ChatGPTPro, enhanced fine-tuning and other functions have been released.
Strategy guide
12-14
Strategy guide 12-14
Strategy guide
Strategy guide 12-14