today’s disk
Today, the Shanghai and Shenzhen stock indexes showed a shock pattern as a whole. After opening slightly lower, the Shanghai Composite Index and Shenzhen Composite Index fluctuated near yesterday’s closing price. The gem index rebounded slightly, and the index once stood at 3500 points.
From the industry sector rose ranking, virtual power plants, UHV, engineering construction, pumped storage, power grid equipment, power industry, shipbuilding, railway and other sectors are among the top gainers, while the wine industry, energy metals, Baijiu, genetically modified, CRO, prefabricated dishes, super brands, Ning and other sectors are among the top. As of the issuance, there were more than 2500 gainers and more than 1800 losers, with a slight inflow of funds to the north.
message interpretation
With the popularization of 5g, artificial intelligence, Internet of things and other technologies, cars have gradually developed from a simple means of transportation to an “Internet space on wheels” integrating travel, office and entertainment. As the basis of intelligent driving, ADAS (advanced driving assistance system) collects data through various sensors installed on the vehicle for AI training, and senses the environment to realize intelligent driving.
As the “eye of automatic driving”, automobile camera has become the main sensor in automobile intelligent driving scheme. Its “visual perception” process begins with the lens collecting images, and then the photosensitive components and control components inside the camera will process the images and convert them into digital signals. Compared with consumer electronics lens, it puts forward higher requirements for shockproof, stability, thermal compensation, stray light and strong light anti-interference, so the technical barrier is higher. With the upgrading of intelligent driving from L1 to L2 / L3, the number of cameras has increased from about 5 to 8-13.
We believe that the trend of electrification and automation in the automotive industry has become clear. Like the development of new energy vehicles, the automatic driving industry chain is gradually entering a high business cycle, and the segmentation targets in this field deserve long-term attention.
should focus on strategies and directions
The 60 minute double headed form of the Shanghai Stock Index superimposes the slowing rhythm of funds in the north, which is the main reason for the adjustment of the index shock. In the short term, it is recommended to pay attention to the first-line support of 3630 points; The pressure above the gem 3500 is obvious, and it is expected that the short-term shock repair will continue. Before the listing of China Mobile, the market does not have the possibility of sharp decline, and shock consolidation will be the main operating feature of the market.
In terms of operation, continue to appropriately allocate low-level underestimated core consumption and value blue chips in the middle line, and wait for low-level entry opportunities adjusted by subdivision targets in lithium battery (new energy vehicle), photovoltaic (new energy) and military industry growth track at the same time. For short-term positions, we can pay due attention to digital twins, blockchain, holographic technology, AR, VR and other low price supplement varieties related to the concept of digital currency. Overall position, it is recommended to continue to control within 30%.
(Yuanda)
