Afternoon comment on A-shares: Shanghai Composite Index oscillated and rebounded by 0.44% in half a day. Computational concept stocks led the two cities.

  The three A-share indexes collectively closed up in early trading. By midday, the Shanghai Composite Index rose by 0.44%, the Shenzhen Component Index rose by 0.49%, the Growth Enterprise Market Index rose by 0.36%, the Beizheng 50 fell by 2.5%, and the half-day turnover in Shanghai and Shenzhen stock markets was 389.4 billion yuan. More than 3,400 stocks in the two cities rose, and northbound funds bought 2.831 billion yuan in half a day.

  In terms of plate theme, computing power leasing, memory chips, pork, food and other sectors were among the top gainers; PEEK materials, internet e-commerce and other sectors are in a downturn.

  On the disk, the concept stocks of computing power leasing led the two cities, () and () both had daily limit, () rose by over 14%, () once touched the daily limit, (), () and () rose by over 5%; Food stocks rose near midday, (), () daily limit, (), () and other stocks rose more than 5%; The semiconductor and component sectors were among the top gainers, (1) the daily limit, Xinhai Technology rose more than 10%, and Xinyuanwei, Juchen and Zhongwei Company followed suit; The securities sector rose rapidly near the noon closing, () the daily limit, () approaching the daily limit, (), (), () and so on; PEEK material concept stocks were in the doldrums in early trading, and Fuheng New Materials fell more than 6%, followed by (), () and ().

  Plate analysis:

  Straight flush hot stock list:

  Transaction review:

  At 09: 25, A shares opened, with the Shanghai Composite Index opening 0.04%, Shenzhen Component Index opening 0.14% and Growth Enterprise Market Index opening 0.25%.

  At 09:27, the transgenic plate was active at the beginning of the session, and Qiule Seed Industry opened 5.29% higher, and (), (), () and () opened in succession. In the news, according to Announcement No.739 of the Ministry of Agriculture and Rural Affairs, the first batch of production and operation licenses for genetically modified corn and soybean seeds were approved, and the related production and operation licenses involved a number of seed listed companies, including Dabeinong, Longping Hi-Tech, Fengle Seed Industry and Denghai Seed Industry.

  At 09:28, the computing plate was active at the beginning of the session, and parallel technology opened 9.52% higher. (), Yu Long, Litong Electronics, Lotus Health and True Vision opened higher. In the news, the National Development and Reform Commission and other five departments recently jointly issued the "Implementation Opinions on Deeply Implementing the" East Counting and West Computing "Project and Accelerating the Construction of a National Integrated Computing Network". According to the opinion, by the end of 2025, the comprehensive computing infrastructure system will take shape. All kinds of new computing power in national hub node areas account for more than 60% of the national new computing power, and the utilization rate of computing power resources in national hub nodes significantly exceeds the national average.

  At 09:30, the game and media stocks rebounded at the beginning, () opened higher than 9%, (), (), (), () and so on.

  At 09:33, Xinchuang plate surged at the beginning of the session, () went up by daily limit, () rose by over 5%, and China Software, Stech, () and so on rose in succession.

  At 09:35, the cross-border e-commerce sector fell at the beginning of the session, and () and () fell, followed by (), (), (), contact and interaction.

  At 09:37, the clothing and home textile sector started to fall, () hit the daily limit, () fell by over 9%, and (), () and () followed.

  09:39 "Dragon Generation" stocks flameout, (), () limit, (), (), (), () and so on have dived.

  At 09:42, the semiconductor and component sectors rose, Xinhai Technology rose by more than 6%, () rose by more than 5%, and Juchen, Xinyuanwei, Loongson Zhongke and () rose one after another.

  At 09: 45, Mr plate was active again and again. (1) The daily limit recorded 4 plates for 6 days, (2) It rose by more than 5%, and (3), (3) and (3) followed suit.

  At 09:48 (), he dived in intraday trading, and now he has fallen by over 4%, with a turnover of over 600 million yuan.

  At 09:51, pork stocks changed in intraday trading, () rose over 5% and reached a new high, and (), (), (), () and () followed suit.

  10:00 According to () iFinD data, half an hour after the opening, the turnover of Shanghai and Shenzhen stock markets reached 187.7 billion yuan.

  At 10:06, the advanced packaging plate oscillated higher, () the daily limit, and the core source rose slightly by more than 7%, followed by (), (), Torch Light Technology, () and so on.

  At 10:08, photovoltaic concept stocks bottomed out and rebounded, () 5 consecutive boards, after () daily limit, () once touched the board, (), (), () and so on followed up.

  At 10:36, the pre-cooked dish plate pulled up, Huifa Food went up, and Gaishi Food, (), () and Haixin Food went up.

  At 10:46, the real estate development sector oscillated lower, () hit the limit, and (), (), () and () followed.

  At 10:51, the computing leasing sector oscillated higher, and Lotus had a healthy daily limit. Yu Long shares had a daily limit, and Stech rose more than 13%. True TV once hit a daily limit, and Aofei data, () and so on rose.

  At 11:03, the semiconductor and component sectors continued to rise, with Jinhaitong trading daily limit, Xinhai Technology rose by over 10%, Juchen shares rose by over 8%, and Hengshuo shares, Zhongwei Company, Tuojing Technology, Blue Arrow Electronics, North Huachuang and other shares rose by over 5%.


  1. Huawei nova 12 series Kirin chip versions are all sold out: only Snapdragon 778G version is available.

  According to Huawei Mall, the full pre-sales of Huawei’s nova 12, nova 12 Pro and nova 12 Ultra models have all been sold out, and the next round of sales time is yet to be determined. These three models are the first works of Kirin’s return in the past three years, and all the configurations are comprehensive, even in line with Mate60 series. At present, only the nova 12 model with Snapdragon 778G 4G is available, which belongs to offline products.

  2. Sam Altman and Jony Ive invited Apple product design executives to develop artificial intelligence devices.

  Sam Altman, founder of OpenAI, and JonyIve, the former "soul designer" of Apple, plan to hire a senior person from Apple to participate in the new artificial intelligence hardware project, aiming at creating devices with the latest functions.

  3. Tesla is reported to plan to launch a new version of Model Y for mass production as early as the middle of next year.

  According to Bloomberg, Tesla is preparing to launch an improved version of its best-selling Model Y in the Shanghai factory. According to people familiar with the matter, Tesla is currently preparing for its new Model Y in China, and mass production may start as early as mid-2024. (Sina Finance)

  4. CCTV News: The development of virtual reality technology presses the "acceleration button" and the demand for artificial intelligence computing power is growing rapidly.

  CCTV News reported that last year, many Internet companies at home and abroad laid out virtual reality technology one after another, and various wearable devices supporting it also earned enough attention. The landing and development of virtual reality technology not only drives the industrial chain of hardware equipment, but also needs the support of new infrastructure such as computing center as a large-scale connected virtual reality application scenario. Zhang Zili, Director of Advanced Data Center of West (Chongqing) Science City: When we launch this card, the computing power in AI training will be greatly improved, and it will support (virtual reality) applications like Metauniverse. It will exceed 6000 by the end of this year.

  5. The sales target of the international community in 2024 is 600,000 vehicles.

  According to the late Auto news, it was learned from many people familiar with the matter that the annual sales target of AITO in 2024 is 600,000 vehicles. Before that, two models, M5 and M7, were on sale, and on the 27th, the flagship SUV M9 was released. Next year, it is also planned to release and mass-produce the M8, when at least four models will be on sale. AITO has communicated the above sales targets to upstream supply chain manufacturers.

  6. National Bureau of Statistics: In November, the profits of industrial enterprises above designated size increased by 29.5% year on year.

  Statistics from the National Bureau of Statistics show that from January to November, the total profits of industrial enterprises above designated size nationwide reached 6,982.28 billion yuan, down 4.4% year-on-year, and the decline rate was 3.4 percentage points narrower than that in January-October. In November, the profits of industrial enterprises above designated size increased by 29.5% year-on-year.

  7. Drop again! The interest rate of some existing mortgage loans can be lowered by 10 basis points from next week.

  According to Shell Finance, as the New Year approaches, some existing loans are about to be re-priced. It is understood that the interest rate will be lowered by 10 basis points again if the stock mortgage is selected as the "repricing date" on January 1 every year and priced before June 20 this year. This is not in conflict with the interest rate adjustment of stock houses that started at the end of September this year.

  8. Strict supervision of the foreign exchange market The two departments jointly issued a typical case of punishing foreign exchange-related crimes.

  According to CCTV news, the head of the Management and Inspection Department of the State Administration of Foreign Exchange said that the Central Financial Work Conference emphasized that risk prevention and control should be the eternal theme of financial work. In the next step, the State Administration of Foreign Exchange will earnestly implement the deployment and requirements of the Central Financial Work Conference, strictly enforce the law, dare to show their swords, and work with the judicial organs to maintain a high-pressure crackdown on illegal cross-border financial activities.