On Wednesday, the market wind direction changed rapidly. Driven by the rise of technology sectors such as the Internet and consumer electronics, the Shenzhen composite index continued to rebound, while the Shanghai index fluctuated under the influence of the correction of weight sectors such as finance and real estate. As of the close, the Shanghai Composite Index closed at 3622.62, down 0.07%; The Shenzhen Component Index closed at 14791.33, up 0.70%; The gem index closed at 3368.70, up 0.55%.
On the disk, Apple’s industrial chain rose sharply yesterday. Jiangsu Gian Technology Co.Ltd(300709) , Wuhu Token Sciences Co.Ltd(300088) rose by more than 10%, the limit of Suzhou Anjie Technology Co.Ltd(002635) , Kunshan Kersen Science & Technology Co.Ltd(603626) , Goertek Inc(002241) , Luxshare Precision Industry Co.Ltd(002475) and other leading stocks rose by more than 5%.
Luo Siyuan, chief analyst of Shenwan Hongyuan Group Co.Ltd(000166) electronics, said that next year may be the year of Apple’s innovation. It may launch AR / VR glasses, thinning and weight reducing wearers, or it may run with iPhone 14. The iPhone 14 may also usher in significant changes. The mobile phone is likely to partially assume the computing function of AR / VR glasses. Therefore, some chips or components will be added, and the titanium alloy middle frame may also be introduced as a weight reduction scheme. The modularization of parts will promote the strength of Apple’s industrial chain in the future.
The concept of meta universe strengthened again yesterday, Shunya International Martech (Beijing) Co.Ltd(300612) , Shenzhen Bauing Construction Holding Group Co.Ltd(002047) , Shanghai Luoman Lighting Technologies Inc(605289) and other stocks rose sharply. It is worth noting that Shunya International Martech (Beijing) Co.Ltd(300612) has increased by more than 100% in recent 8 trading days, including 4 consecutive “20cm” trading days; Shanghai Luoman Lighting Technologies Inc(605289) in the past 9 trading days, it has increased by more than 48%; In addition, Shenzhen Bauing Construction Holding Group Co.Ltd(002047) gained four boards and Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) rose the limit for two consecutive days.
On the news side, on December 21, the economic work conference of the Shanghai municipal Party committee pointed out that enterprises should be guided to step up the research on the important platform for the interaction between the future virtual world and the real society, and make timely layout and cut in. At the same time, the first domestic meta universe product “xirang” released by Baidu was officially opened for directional internal testing.
Xing Kaiyun, chief analyst of the computer industry, said that the relevant contents of the economic work conference of the Shanghai municipal Party committee were the first positive policy statement of the local government on the development of the yuan universe. In 2021, China successively issued many policies to guide and support the development of metauniverse related technologies such as blockchain.
However, Xing Kaiyun stressed that there are still many uncertainties in the development of the meta universe. At present, the development of China’s meta universe is still in its infancy, and there is still a large development gap between computing power and overseas comparison. At the same time, issues such as privacy and intellectual property rights remain to be observed. In the long run, the development of meta universe is unstoppable, which is an inevitable trend connecting reality and virtual society.
While domestic investors pursue the concept of meta universe, the buying focus of foreign capital is still focused on new energy and large consumption. Northbound funds sold a net 1.745 billion yuan for the whole day yesterday, the fourth consecutive trading day. Northbound funds mainly increased positions in leading new energy stocks yesterday. Yesterday, Contemporary Amperex Technology Co.Limited(300750) received a net purchase of 431 million yuan from BEIXIANG capital, Wuliangye Yibin Co.Ltd(000858) , Longi Green Energy Technology Co.Ltd(601012) , China Jushi Co.Ltd(600176) , Wuxi Apptec Co.Ltd(603259) and so on.
Looking forward to the future, Shanxi Securities believes that the overall trend upward momentum of A-Shares is insufficient, but structural opportunities still exist. It is suggested to focus on the required consumption with strong risk aversion attribute, new energy vehicles with promising policy support and opportunities in the medium and high-end manufacturing industry with strong industrial logic support. In addition, the performance fulfillment driven by events such as “new year” and “new year” at the end of the year may drive the continued popularity of relevant themes.
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(Shanghai Securities News)
