The market continues to pay attention to meta universe concept stocks.
several yuan universe concept stocks “20cm” rose strongly
On December 13, as of the midday closing, the index strengthened, the Shenzhen Composite Index rose by more than 1%, the Shanghai index rose by 1% and returned to 3700 points, the gem index rose by 0.96%, and Yuan universe and securities were among the top gainers. Since the advent of the capital market, the heat has remained high. In early trading today, the meta universe sector of the A-share market broke out again, ranking second only to the NFT concept, and the cloud game concept ranked third. Since its birth, the concept of meta universe has swept the list of gains for many days.
As of midday closing, the yuan universe sector received a net inflow of institutional funds of 2 billion yuan, 30 concept stocks received a net inflow of institutional funds of more than 10 million yuan, and the net inflow of Hengxin Shambala Culture Co.Ltd(300081) , Goertek Inc(002241) , Meisheng Cultural & Creative Corp.Ltd(002699) shares exceeded 200 million yuan.
In terms of individual stocks, the list of gains was almost dominated by Yuan universe, Bizconf Telecom Co.Ltd(300578) , Shenzhen L&A Design Holding Limited(300949) opened less than half an hour, successively “20cm” limit, Meisheng Cultural & Creative Corp.Ltd(002699) 4 days and 4 boards, Shanghai Luoman Lighting Technologies Inc(605289) , Hubei Radio & Television Information Network Co.Ltd(000665) limit one after another.
Among them, Bizconf Telecom Co.Ltd(300578) “cloud + end + industry” strategy continues to be implemented, and Xinchuang + business meta universe is expected to open long-term development space. The stock was also the first to limit yuan universe concept stocks in early trading today. As of the noon closing, there were nearly 110000 hand sealed orders on the trading board.
In addition to the pursuit of funds, the trading limit of many yuan universe stocks also comes from the continuous good news of Yuan universe. On December 10, baidu announced that it would release the first “domestic meta universe” product “xirang” on December 27. At that time, baidu create 2021 (Baidu AI Developer Conference) will be held in “xirang”. This is China’s first conference held in the meta universe, which can accommodate 100000 people to interact on the same screen at the same time.
On December 9 (now renamed meta), Facebook announced that its VR world “Horizon worlds” was officially opened to people over the age of 18 in the United States and Canada. From now on, users will no longer need to be invited to enter the beta version of horizon worlds.
It is worth mentioning that in a recent year-end letter, Bill Gates, founder of Microsoft, said that in the next two or three years, virtual conferences will shift from two-dimensional images to metauniverse. Bill Gates said that the rise of the meta universe will greatly change the future work. Previously, meta reached a cooperation with Microsoft and launched a series of actions in the virtual office scene. According to the prediction of securities companies, by 2025, Yuan universe will have a total market space of about 340-640 billion yuan in China in the fields of social networking, games, short video and mobile office, which will bring broad growth space to the whole society by 2030.
northbound capital and leveraged capital increase positions in A-Shares at the same time
Near the end of the year, industrial capital and institutional funds are frequently operating a shares. Smart funds led by northbound funds and leveraged funds have significantly increased their positions in a shares.
According to the statistics of the securities times · databao, the financing balance has been increased for five consecutive weeks since November 5, and the northbound funds have been net buying for four consecutive weeks. the latest financing balance increased by nearly 26 billion yuan compared with November 12, and the net purchase amount of northbound funds in recent four weeks totaled more than 80.8 billion yuan.
It is worth mentioning that the net purchase amount of northbound funds last week reached the highest level since the opening of the interconnection mechanism. According to the data in early trading today, northbound funds continued to be in a net purchase state.
northbound capital and financing customers increased their positions in 11 shares for three consecutive weeks
According to the statistics of databao, there are nearly 200 additional shares of capital going north for three consecutive weeks, with 10 billion market value shares accounting for more than 80%, and 30 100 billion market value shares, such as China Tourism Group Duty Free Corporation Limited(601888) , Yihai Kerry Arawana Holdings Co.Ltd(300999) , Citic Securities Company Limited(600030) . The latest shareholding ratio has increased by more than 1 percentage point compared with three weeks ago (November 19), Grinm Advanced Materials Co.Ltd(600206) , Han’S Laser Technology Industry Group Co.Ltd(002008) , Gigadevice Semiconductor (Beijing) Inc(603986) ranks among the top three, Grinm Advanced Materials Co.Ltd(600206) has increased by 3.77%, and the last two shares have increased by more than 2.2 percentage points.
According to the statistics of data treasure, there are more than 330 individual stocks that have been financed by customers for three consecutive weeks, more than half of which are 10 billion market value stocks, and 14 100 billion market value stocks, including Sanan Optoelectronics Co.Ltd(600703) , Beijing Kingsoft Office Software Inc(688111) , Foshan Haitian Flavouring And Food Company Ltd(603288) . In terms of position increase range, the latest financing balance has increased by more than 50% compared with three weeks ago. There are 29 stocks, Guangdong Highsun Group Co.Ltd(000861) , Zhejiang Entive Smart Kitchen Appliance Co.Ltd(300911) , and Hengguang shares rank among the top three, all exceeding 110%.
Further, northbound capital and leveraged capital have increased their positions for three consecutive weeks, including only 11 stocks, Imeik Technology Development Co.Ltd(300896) and China Southern Airlines Company Limited(600029) with a market value of 100 billion. Hebei Hengshui Laobaigan Liquor Co.Ltd(600559) , Zheshang Securities Co.Ltd(601878) obtained more than 1% of the capital increase from going north; The positions of Hebei Hengshui Laobaigan Liquor Co.Ltd(600559) financed customers are increased by more than 30%, and those of Lier Chemical Co.Ltd(002258) and Shanghai Baosight Software Co.Ltd(600845) are increased by more than 25%. In addition, Mayinglong Pharmaceutical Group Co.Ltd(600993) and Topchoice Medical Co.Inc(600763) have also obtained northbound funds and financing customers for three consecutive weeks.
Where does the meta universe go? Huatai Securities Co.Ltd(601688) Huang Leping: pay attention to the breakthrough of hardware equipment
“Meta universe” swipe the screen! Some people earn 1.6 million yuan in 10 days! Someone bought a piece of virtual land for 27.4 million! Is it a tuyere or a tiger’s mouth?
(data treasure)
